The hard problem.

There are three key obstacles preventing most entrepreneurs from accessing capital for their endeavor:

1. Often, they don’t know what the right type of capital is for their mitigating circumstances. Additionally, they may have an unrealistic expectation that all the capital needed will come in one tranche versus building up to the full capital raise.

2. They often don’t understand nor meet the underwriting criteria required for approval.

3. Too frequently, they lack an understanding of key business and financial principles as our educational system is geared around teaching people to be an employee rather than an entrepreneur.

The Simple Solution

EXPECTED RESULTS

At the end of the program, participants are rewarded with:

1.  A Certificate of Completion acknowledging their diligence and new knowledge.
2.  A lender/investor-compliant business plan* package for both internal use and, if desired, to access funding.
3.  Improved knowledge and access to capital resulting in a more profitable and better positioned business, i.e., stronger Dun & Bradstreet PAYDEX score, improved bank rating, funding needed to start/grow a business, etc.
4.  An optimized Personal Financial Statement (PFS).
5.  Improved business credit profile, i.e., improved Dun & Bradstreet PAYDEX score.
6.  A Financial Needs Analysis (FNA) and corresponding financial plan.
7.  A lender/investor-compliant set of interim financial statements including Income Statement (Profit/Loss), Balance Sheet, and Statement of Cash Flows.
8.  A "Capital Match" identifying the best source(s) of capital based upon the participant's unique circumstances. With a lender-compliant loan package and the Capital Match, ideally, you’ll be ready to go to funding!

*Business plan includes a one page "pitch sheet", executive summary, opportunity description (problem, solution, target market, competitive analysis), execution plan (marketing plan, sales plan, operations plan, key milestones), company information (ownership team, management bios, advisors), financial plan (key assumptions, revenue, expenses, profitability, use of funds, source of funds), financial statements (income statement, balance sheet, and cash flow statement), industry specific benchmarking, etc. We can also link your accounting software, like QuickBooks, to create and maintain a virtual dashboard as an on-going management tool.