BUSINESS PLAN ASSISTANCE

All businesses start with a big, bright Idea. But it is the execution of the idea that distinguishes successful entrepreneurs from the rest. This excellence in execution is only possible if companies invest adequate time and money towards chalking out a strong business plan and strategizing smartly.
Drawing up a good Business Plan has multiple benefits such as:
-Helps in budgeting and setting targets for your team
-Helps in resource allocations - be it funding, manpower, or technology.
-Helps in setting business goals and objectives & creating strategies to achieve them.
-Helps in tracking your business performance and while undertaking regular reviews, take corrective actions if required.
During fundraising, a business plan is an essential document that you require; be it Debt or Equity.
While you may know why a business plan is important, you must also know what your business plan should include:
-Executive Summary
-Company Overview
-Products and Services Offering
-Market Analysis and Plan
-Management Team
-Financial Overview
-Specific Milestones & Target
While the above is a more illustrative list, your business plan needs to be simple, specific, realistic and should be able to provide complete information to the reader. Make the plan document appealing and reader friendly by using graphs, charts, ratios and photographs!

Customizing current business plan:
If you have a basic business plan in place, but feel that your business has evolved into something much larger you might want to consider our services. We would give you a professional review, suggest changes and update it appropriately. We could even solidify it with a detailed financial forecast model and advise on additional content that should be included, considering your target audience for the plan.

Building a new business plan:
If you want to start out strong and stand out from your competitors with a unique business plan we would love to offer our expertise. We begin with a brainstorming session with you and your senior management team. Thereafter, we research everything about your company, your products/services, your industry, and your competition to build the foundation of the business plan. We then supplement the plan with detailed Financials, including sensitivity scenarios and ratio analysis to ratify various business statements. We also design a version of the financial model for you to track on a regular basis, as your working budget file.

Building detailed financial model and sensitivity scenarios:
Under this, we prepare a detailed financial model, with options for you to undertake sensitivity testing and based on the same, we design subset models for you to use as your operating budgets.

Undertaking a major fundraising transaction or an M&A event or planning for an exit, are very important transactions and need to be handled carefully. At Access CFO, we leverage on the collective knowledge of our team on all important transactions, as well as supplement your existing finance department, to assist you in undertaking various tasks smoothly. Our CFO's have helped many companies; public as well as private, to undertake PE / VC funding, IPO, M&A (Mergers & Acquisitions), Strategic Exit, Restructuring, etc.
Transaction Support Include:

IPO Support:
If you don't have a CFO or if you have one but the CFO does not have relevant IPO experience; we at Access CFO step in and act as your Interim CFO to assist you with the entire IPO process. Thereafter, upon completion of the IPO, we assist you in setting up necessary systems and processes to be able to undertake Public Company compliances. And then gradually transition various functions to a full time CFO (existing or new). We must mention that Access CFO commands exceptional experience in assisting companies in listing on AIM (Alternate Investment Market) of LSE (London Stock Exchange) which is a leading Stock Exchange for Small and Medium Enterprises (SME’s).

M & A Support:
It is tempting to undertake mergers and acquisitions for inorganic growth and strategic reasons, but one must evaluate all aspects of the target company before finalizing a particular transaction. Moreover, post transaction, a lot of care and planning needs to be undertaken for appropriate integration and to convert theoretical benefits contemplated to practical gains. At Access CFO, our CFO's have executed many M&A transactions, both on the buy-side as well as on the sell-side. We assist companies, in executing their M&A strategy with maximum possible benefits while keeping any transaction risk to the minimum.

Due Diligence:
These words "Due Diligence" come with an impression of lot of work, stress and sleepless nights. The due diligence process, however, becomes a good health-check exercise if it is planned and executed properly. Whether someone is conducting a due diligence on you and for the same you need assistance with getting your data room in place OR whether you are planning to undertake due diligence on some other company and want to undertake detailed business and finance diligence, Access CFO makes perfect strategic partner for your requirements