Coefficient Consulting
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    • HOME
    • ABOUT US
      • Our Purpose
      • Leadership
    • OUR SERVICES
      • Outsourced CFO Services
      • Business Plan Development
      • Financial Planning (FP&A)
      • Financial Management
      • Financial Modeling
      • Financial Reporting
      • Trade Promo Management
      • Sales Forecasting
      • Retail Data Analysis
      • Process Improvement
    • BLOG
    • CONTACT US
Coefficient Consulting
  • HOME
  • ABOUT US
  • OUR SERVICES
  • BLOG
  • CONTACT US

Business Plan Development

 Are you starting a business, looking to raise funding, or do you already have a successful business but want to formalize your business plan? Our MBA and CPA consultants have proven experience developing investment-grade business plans. 

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Company Definition

Competitive Assessment

Company Definition

This may seem obvious, but every business plan needs to clearly spell out the company's history, mission, objectives, competitive advantage, and strengths and weaknesses. 

Market Research

Competitive Assessment

Company Definition

An understanding of the customer landscape and its demand drivers are critical to ultimately segment and target customers.   We partner with market research partners to ensure your business plan is grounded in solid market research.

Competitive Assessment

Competitive Assessment

Competitive Assessment

Its important to understand the full competitive set of the business and identify the strengths and weaknesses of each competitor, and understand what it will take to stand out in customers minds.

Products & Services

Sales & Marketing Strategy

Competitive Assessment

What your core bread-winning products services?  These items should be the primary growth engine for the company.   What are future aspirational products and services that the company would like to bring to market? How do these items fit into your overall strategy?

Sales & Marketing Strategy

Sales & Marketing Strategy

Sales & Marketing Strategy

Defining how the company will go to market and win is essential.   Segmentation, targeting, and positioning are all critical elements to fully consider and define.   On the execution side, laying out the 4 P's (Product, Placement, Price, and Promotion) all need to be determined and supported with valid facts and data.

Projected Financials

Sales & Marketing Strategy

Sales & Marketing Strategy

What's the bottom line?  At the end of the day, the business plan should demonstrate financial viability from both a profitability and cash flow perspective.   These financial projections should be realistic and avoid overly optimistic or overly pessimistic outlooks.  It is also helpful for the projections to incorporate multiple what-if scenarios based on various risk factors.

Coefficient | Financial Consulting & CFO Services

Los Angeles, California, United States

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