If you do not have the time, the patience, or the resources needed to develop a strategic business plan of professional caliber, then Legacy Associates is the answer...

A current and well-designed formal business plan is the foundation of any successful business, and is instrumental in securing funds for your business.  Legacy's Formal Business Plan is a summary of how  you, the business owner, intends to organize your enterprise and implement activities that are necessary for your venture to succeed.  It is a written explanation of your company's business model that explains, in detail, your product/service offerings, competitive environment, revenue projections, cash flow projections, cash expenditures, and required funding.

A Formal Business Plan prepared by Legacy Associates is important in focusing your organization on what needs to be done--- from staffing requirements, to budgetary constraints ,or expectations for revenues and profits.  The Formal Business Plan defines tactical operating/marketing plans along with budgets.  Your Formal Business Plan, developed by Legacy  Associates,  is based on the direction provided by your Strategic Plan.  It becomes a valuable dual-purpose tool. It provides clarity to you and your management team in guiding the enterprise, and it becomes an effective communication vehicle when convincing interested investors or lenders to invest their money in your venture.

A Legacy prepared Formal Business Plan enables you to better assess your overall business needs.  Your Formal Business Plan helps you better determine the cash requirements needed to grow your enterprise while providing a detailed, day-to-day “roadmap”  for operating and managing the growth of the enterprise.  Legacy’s proven business planning methodology brings structure and an in-depth thought process to your innovative ideas that will ensure a successful reality for your venture.

The benefit of the Legacy Formal Business Plan Service for you, the business owner, is the fact that Legacy Associates is an indepenent business resource of skilled and experienced senior business executives that helps you interpret and clarify your vision,  goals, and desires for your company.   Then, our staff of researchers and writers transform  your vision, goals, and desires into a working set of documents.  The Legacy integrated approach to business plan development produces the highest quality written description and financial projections of your business venture. 

Your Legacy prepared Formal Business Plan is not an off-the-shelf, pre-formatted, "cookie cutter", standard business plan.  Your Formal Business Plan is a personal and professionally crafted documentation- of investor grade quality--that reflects your specific business circumstances that will encourage and convince motivated lenders and investors to financially participate in your business.

Legacy Associates uses a structured five-step methodology to analyze, research, and develop your comprehensive Formal Business Plan documentation and interactive investor presentation.

Step 1: The Discovery

During the Discovery Step, your Legacy Advisor becomes totally acquainted with you, your business, your vision, and your dreams.

Step 2: The Research

The Research Step is a critical and necessary step that validates your business options, investigates the competitive landscape, discloses threats to your business, and identifies opportunities for your enterprise.

Step 3: The Strategies

The Strategies Step is a significant segment of the planning process. It is a clear, comprehensive picture of your business model that outlines strategies in order to define contingency and implementation requirements.

Step 4: The Positioning

In the Positioning Step, your Legacy Advisor answers the question: “How do we best position your business and prepare you for your business model presentation to interested third parties?”

Step 5: The Documentation

With the Documentation Step, the Legacy Formal Business Plan process culminates in a comprehensive set of communication documents that include: an Executive Summary, a Formal Business Plan, a Financial Model (3-5 years of pro-forma financial statements), and a versatile interactive Investor Presentation which visually tells your story to the targeted audience.

Your Legacy prepared Formal Business Plan gives your business idea or business model a blueprint for success.  Your Formal Business Plan is the most professional and effective means by which you can convey your business idea to others---including employees, suppliers, lenders, investors, and/or potential partners.

Click here to download a copy of our Business Planning Services brochure.

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Click here to continue and learn about our Operational Plans, Budgeting, and Forecasting Service.

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