PFS has created the following levels of services to address every client's needs. Please select which plan makes the most sense for your specific situation and contact one of our Project Specialists for more information.
Business Plan Level I
Bank or Grant Funding. Guaranteed to Meet or Exceed Bank or Government Guidelines
Our most popular level of service! PFS' Business Plan Level I is the affordable, quick, easy, and professional way for you to get the bank loan you need now. As with all our premium services, the Level I document utilizes top level teamwork to deliver the professional results that banks, government lenders, and granting agencies expect. Over the past six years, we have refined our Level I to exacting standards. The PFS Level I has everything you need to get your loan and start your business off on the right foot.
Includes:
Executive Summary Company Structure Product or Service Description Market and Industry Analysis Marketing Plan 3-year Financial Projections per lending guidelines Learn More
Time: 7–10 days
Or call toll free: 1-888-PFS-0005
Business Plan Level II
Angel or Private Investors Partnership Agreement
By this point, you've probably read tons of books, web-forums, and talked to dozens of associates. Maybe you've even tried to create a business plan for the purpose of investment, acquisition, or joint-venture. Let's face it—it's just not that easy. PFS has some good news—it can be! The Business Plan Level II is a 25- to 30-page document crafted to address the complex issue of raising equity investment from private parties, angel investors, or strategic alliances. The Level II offers a comprehensive analysis of the business you are in.
Includes:
Executive Outline and Financial Summary Company Structure and Shareholder Description Product or Service Description Market and Industry Analysis Marketing Plan with Key Objectives 5-year Financial Projections with Investor ROI and Valuation Tables Learn More
Time: 10–14 days
Or call toll free: 1-888-PFS-0005
Business Plan Level III
Venture Capital or Institutional Investors
The PFS Business Plan Level III is our most thorough and most consultation- driven business plan offered to management teams seeking money from venture capitalists (VCs) and other savvy investment institutions. The Level III service helps entrepreneurs maneuver around the hurdles of preparing a comprehensive business plan for esteemed investors. Often, the Level III includes onsite work with our executive team. The Level III is meant to keep time with the trends in VC deals. This service includes the completion of a strong elevator pitch; a strategy and implementation section focused on defensible differentiation; a concise description of the management structure and the identification of any gaps that exist; a thorough and forward-thinking analysis of the market; and realistic goal-setting. These details, along with excellent business plan structure, allow entrepreneurs to confidently approach the challenge of attaining VC funding.
Includes:
Executive Summary and Financial Summary Description of the Market Need and Fulfillment In-depth Market Analysis and Target Market Identification Marketing Plan and Strategy 5-year Alight Planning Model with Sensitivity Analysis Multi-Scenario Integration, and varying assumption tables Learn More
Time: 14–21 days
Or call toll free: 1-888-PFS-0005
Business Plans 1-888-PFS-0005 ext. 2
Business Plan Level I
Our most popular level of service! PFS' Business Plan Level I is the affordable, quick, easy, and professional way for you to get the bank loan you need now. As with all our premium services, the Level I document utilizes top level teamwork to deliver professional results that banks, government lenders, and granting agencies expect. Over the past six years, we have refined our Level I to exacting standards. The PFS' Business Plan Level I has everything you need to get your loan and start your business off on the right foot.
Executive Summary: Every good business plan must have a solid Executive Summary. At PFS, we pay particular attention to constructing an Executive Summary that properly portrays your business, its goals, the market, and key managers. An Executive Summary must also concisely portray the goal of the document, contain financial Pro Forma highlights, illustrate the company's goals, and establish key objectives of the near and distant future. At PFS, every business consultant takes the creation of the Executive Summary as a personal matter. Our consultants create a synthesis between writing expertise and clear insights into your business.
Company Structure: In order to get a loan for your business, you need to create a definite plan for your corporate structure. The Level I corporate structure offers your readers a quick glimpse into start-up costs and expenses or a thorough view of an existing company's financial history. The company structure must also convey the legal registration of your company, ownership structure, and location of operations. Sound like a lot? Don't worry. If you have a question or need advice… just ask. Advice is always free!
Product or Service Description: If you don't sell a product or service, chances are you don't need a business plan. But if you do, you've come to the right place! At PFS, we believe that a thorough description of your company's products and services can be the difference between a "plan that sails" and "a plan that fails." We take your entrepreneurial passion for your products and services seriously. Your business plan will properly convey your products and services in a series of streamlined paragraphs, highlighted by concise bullet-points. Your reader will know exactly what services you provide, what products you sell, and how you will deliver them.
Market and Industry Analysis: Here's where a business plan gets really tricky. Individuals don't often know where to begin when asked, "What is the market for your product?" or "How big is the industry you're in?" These are not easy tasks for an entrepreneur, even if you are an expert. That's why we have several in-house market and industry analysis experts, and subscribe to dozens of information websites and databases. We spread the cost and confusion of industry research across several people and sources. The end result is a perfect synopsis of the current market for your products and services.
Marketing Plan: Marketing is as old as the pyramids, but in the 21st century, it's more confusing then ever! Will you use sponsored ads, SEO, email blasts, direct mail, CRM, PR, gorilla marketing, outdoor advertising, lead generation, or the literally thousands of other forms of marketing? And who will these marketing mediums impact? Our marketing planning team is led by an individual with years of experience, formal education, and unqualified success writing marketing and promotional details for start-ups, ongoing businesses, and large international corporations. At PFS, we have insight into marketing small businesses, and we understand the trends affecting today's economic landscape.
3-Year Financial Projections (Pro Forma): Our Masters of Business Finance (MBA) consultants will help you build a projected model of your company's financial future. PFS' Level I gives you everything you need to illustrate how much money you will make, how you will pay back loans, and even how you will pay your employees. Our Level I comes with everything the bank expects including: the Break-even Analysis, Projected Profit & Loss, Projected Balance Sheet and Projected Cash Flow. No other business planning service delivers our level of attention to detail, or features financial projections that are as structured and realistic.
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