Business & Operation Plan Development

Plans for

Funding - Startups - Corporate Growth - Mergers & Acquisitions - Turnarounds

Keller CRD can assist you the development of a comprehensive professional Business Plan for your new venture, update your existing plan, or perform a diligence review of your plan.  The Business Plan Development Team at Keller CRD consists of highly skilled seasoned business executives, CPA's, financial managers, and accomplished marketing professionals. 

 

The results are well defined corporate goals and objectives, achievable timelines and milestones and a very well written and attainable plan that will ideally position you for growth and/or capitalization as well as help you build a stronger more cohesive management team. 

 

Complete Business Plans

Business Plans developed by Keller CRD are  professionally prepared working documents that accurately represent your past, present and projected financial condition.  CRD Plans clearly illustrate your unique position in the market and what differentiates your venture from the others.  The plan development process with Keller CRD is also unique - it involves your entire management team in an intense business model analysis.  The process is so thorough it often times uncovers errors in assumptions and/or planning deficiencies.  With a CRD plan you also receive management counsel to help you through the development process.  Prices vary depending upon the degree of preparation, research and diligence you have performed and how fast you want the work performed.  Please call Keller CRD at (480) 807-9710 to see how we may best be of service to you.  Click here for typical plan components

 

Business Plan Review

CRD Business Plan Reviews can be of great benefit, especially if you have written your own plan or plan draft and are preparing to secure funding.  After we have performed a basic review of your plan, we will meet with you and your management team for an in-depth analysis of each section of your plan.  We may assign a different  review team to your project depending upon the purpose of your plan.  If you are seeking venture funding, we will assign a veteran venture capitalist team member to your project, or if your plan is designed for accelerated growth through acquisition activity, we will assign a team member with heavy M&A experience. 

 

Business Plan Counsel

Whether your industry is manufacturing, environmental, telecom, distribution, software or if you company is a dot-com, Keller CRD can provide the objective management counsel necessary to get your team through the difficult process of developing your business plan and solidifying your business model. Your first impression to prospective investors may be the only chance you may get, and must be your best.  Your business plan must be clear, concise, highly focused and must clearly present the investment opportunity to the prospective investor.  Your financials must  be in the form prospective investors expect and make realistic and achievable projections based upon solid assumptions.  Keller CRD can provide a business development professional to help you and your management team through the plan development process. 

Also see our Management Consulting page.

 

Please call Keller CRD at (480) 807-9710 to see how we may best be of service to you.

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