Business plans, venture capital, marketing plans, SEO services

Business Plans and Private Placement Memoranda ("PPMs")

Experience Writing World-Class Business Plans

Experienced entrepreneurs to write professional, custom Business Plans for you. We write world-class, professional Business Plans and Private Placement Memorandum documents (PPM) to secure loans, angel investors, venture capital/private equity funding or that can serve as roadmaps for our clients' businesses. We have the experience to deliver results. Every one of our plans has received funding.

(Read more about how to write a business plan.)


After 20 years of writing award-winning Business Plans and PPMs, we know what it takes to get funding regardless of the state of the economy. What are the investor turn-ons? What are the red flags? Whats realistic and whats unfounded blue sky? We know.

What sets us apart is our hands-on experience with businesses in several industries—ranging from oil & gas to entertainment to restaurants and more.

Writing a great business plan takes hundreds of hours, even for the most skilled business plan writer. Ask youself: are you better off using that time focusing on building your business, or on writing your business plan? Then ask youself whether you have the expertise in writing a business plan that investors want to read. Sure, you can get there on your own, but why not take advantage of our expertise and save yourself a ton of headaches, time and money?

Elements of Business Plans

Every business plan should have the following sections. We use the structure used by our partner firm, Brass Ring Consulting Group.

1.) Executive Summary

Business plans start off with a summary of the rest of the document and should be as short as possible. Some sources claim that 2-3 pages is a maximum length. We've found that the Executive Summary can be a bit longer but must be easy to digest. We use lots of white space and make pages not overly dense with text. Remember, the idea is to entice the reader to spend time reading the rest of the business plan, or at best, reach out to you for a face-to-face meeting. Most investors don't have a lot of time to read a complex document unless they're already well along the path to possible investment, so we keep it brief. Think of this as the "elevator pitch."

2.) The Company and the Product(s)/Service(s)

We give an overview of your business and its product(s) or service(s). Details we cover include (a) history, if any, (b) your form of organization, (c) key suppliers and manufacturers (if applicable), (d) any strategic partnerships, (e) list of any intellectual property rights you've secured (trademarks, copyrights and patents) and (e) any social validation of the concept you've been able to acquire (for example, have you launched a market test?).

3.) Organization Plan

In this section, we go into more depth of the organizational structure to include a listing of key owners (5% or more of the company). We also include an organization chart, a list of key employees / management team with short bios, and a breakdown of compensation for each. We include bios for people on your board of directors and advisory board as well. You'll want to consider how you plan to scale your operations as the business grows.

4.) Marketing Plan

This is usually the most deficient part of any business plan. Writing a good marketing plan takes lots of research. We first need to identify the opportunities and trends in your industry, backed up by solid data. Next, we identify your target market and the best strategy for reaching them in an effective, efficient way. This strategy is usually broken down into several subsections, such as defining your unique selling proposition, marketing message, and the channels you'll use for advertising and promotion. We break-out a realistic marketing budgets for at least the first couple years. Finally, we include a detailed competition analysis (every business has competition, whether direct or indirect!).

5.) Financial Plan

At the heart of the financial plan is financial projections based on a well-considered financial model. The financial model is built on a set of realistic (and well-researched) assumptions. We build income statement, balance sheet and cash flow projections for the first 3 to 5 years of the venture based on the financial model. We also include a breakdown of production costs and profit margins, and determine at what point your business will breakeven. Next we show the proposed use of funds you're seeking from investors. Finally, we include a brief discussion of possible exit opportunities.


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Elements of a Private Placement Memorandum ("PPM")

A Private Placement Memorandum ("PPM") is crucial for raising money from private investors. This is a complex legal document that essentially provides a contractual agreement between you and your investors. It protects both you and the investor; therefore many sophisticated investors will require a PPM before they will invest in your venture.

Typically, the PPM is written along side the Business Plan, since it contains several elements from the Business Plan itself, such as a summary of your business. But there is more to a PPM than this. It also contains details about stock issuance and individual stockholders; investor suitability standards; dilution; a VERY detailed discussion of risk factors; subscription agreement; investor and professional advisor questionnaires; detailed use of proceeds; and, of course, the terms of the investment offering itself.

At first glance, the PPM might be considered somewhat "pessimistic" with such a detailed discussion of risk factors. But remember: the PPM is your "insurance" against a disgruntled investor in the event your business does not do as well as you had planned. It also keeps you clear of violations to State and Federal securities laws and anti-fraud statutes! Finally, it protects the investor and instills a greater sense of trust in your venture, since it so clearly lays-out the details of your business and the investment opportunity being offered.


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