Every company, regardless of size and complexity, should have a regularly updated formal business plan. The structure of the plan will vary somewhat depending upon its uses. Most plans prepared by Clifton Gardiner & Company, LLC are used in securing capital from investors and lenders and are usually also accompanied by our intermediary services.

Clifton Gardiner & Company provides a comprehensive business plan consulting service that includes site visits, ownership and management interviews, and a feasibility study with an analysis of competitors. It includes detailed pro forma balance sheets, operating projections and cash flow statements.

This business plan will then serve as an ongoing roadmap that will be used to chart the progress of the venture and to identify shortfalls and problems at an early stage. The plan can then be used to secure properly structured and adequate financing.

Our experience, expertise and independent approach will bring a degree of comfort to prospective investors and lenders.  Ownership and management will find that our services will help stimulate and develop new ideas and approaches and help in refining goals and strategies.

We can explore your company’s strengths, weaknesses and opportunities from a new and independent viewpoint and offer ideas and changes that might otherwise be overlooked. We can analyze competitors’ products and services and assist in developing a marketing plan.

Management should be prepared to spend a substantial amount of time in support of this effort. For existing companies it will be necessary to provide complete historical operating information showing how actual performance has measured up to past projections and budgets. For new ventures it will be important to substantiate and validate all of the assumptions used in constructing the plan and the projections

The plan can be generated in a powerful multimedia format to be used for road-show presentations for prospective lenders and investors. It can also be prepared in a format that can be presented via CD and Internet, including a professional audio narrative. 

A well prepared, logical and believable business plan is essential for securing capital as well as for managing the day to day and long term operations of the company. It is the road map for every major decision that is made in shaping the success and future of the company. It must also envision the final chapter, the ultimate profitable exit from the enterprise.