239-231-5509 (cell/texts)
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Business Plan Critique


The majority of business plans we receive tend to have a number of deficiencies and issues. This is important because the business plan will become an addendumto the (PPM) Private Placement Memorandum and carries with it responsibility and a level of liability.


Generally, part of the problem is the author of the plan does not have sufficient experience with what information the investor needs to understand and be included in the plan to get a positive yes from the investor. There are many other issues that we look for including unsuitable language or information that is necessary to be included but is not. Then there is the information that is included and should not be. Another issue we commonly find is either no exit strategy or the exit strategy is simply inappropriate.


We are always concerned that the content of the business plan doesn’t conflict with the information and content of the (PPM) Private Placement Memorandum. Our review of the business plan allows the opportunity to identify and correct the deficiencies before you provide the plan to the potential investor. We perform the critique in conjunction with the preparation of the PPM and other documents.


Our charge to review and critique the plan is $1,350. If you have us critique the plan as part of the PPM preparation the cost is discounted to $700.

Please don’t hesitate to call with questions.  239-300-9725 (landline)

                                                                                  239-231-5509 (mobile)