
PROFESSIONAL NO-COST ADVISING
FOR YOUR
BUSINESS START-UP, BUSINESS GROWTH, OR BUSINESS EXIT PLANNING
Services Offered by Business Stage
Business Idea/Concept
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Market Research/Feasibility Study - Conduct marketing and demographic research
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Business Model Canvas Preparation - Prepare basic business model template
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Entrepreneur Readiness Assessment - Evaluate overall knowledge, skills, attitude, and financial preparedness.
Business Startup
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Form of Ownership - option review, selection, and help with formation
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Formal Business Plan Preparation - narrative writing, research, and financial forecasting
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Accounting System/Software - evaluation, selection, and setup
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Point of Sale System - evaluation, selection, and setup
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Digital Presence Planning - options overview, selection, and setup assistance
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Price-Point Planning - competitive review, pricing strategies, and setup assistance
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Bank Readiness Planning - evaluate/review 5 C’s of credit and 3 F’s of funding sources
Business Growth
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Expansion Planning - strategic review, financing options, business plan development
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Strategic Pivots - strategic review of operational strategies and opportunities for growth
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Business Acquisition & Partnership Analysis - strategic and financial review
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Benchmarking Analysis - NAICS benchmark review and analysis
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Strategic Marketing Review - access digital, social, and traditional marketing strategies
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Cash Flow Management - review and access options for improved cash flow
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Quickbooks Online - provide training and assistance, troubleshooting, setup
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Revenue Stream Analysis - evaluate new and/or revised revenue models
Business Exit Planning
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Exit Assessment - survey of owner’s exit target date, goals, and current status
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Succession Owner Targeting - assess company personnel, family, and/or associates with buyout interest and potential, advise on buyout structure, plan target approach, create succession owner training & development plan, schedule milestones
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Business Valuation - advise on business valuation and strategies to increase value
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Formal Business Exit Planning - assist in developing a formal business plan, financial forecast, and budgeting leading up to an agreed upon exit.