Guides
Business plan for business acquisition: due diligence you can put on paper
A business plan for business acquisition has to reconcile the seller's records before it projects anything. The order of work, with a duration on every stage.
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Guides
Guides
Business plan risk section: what a lender reads before the numbers
A business plan risk section is what a US lender reads before the projections. Four recurring mistakes that stall approvals, and the fix for each one.
Guides
A deletion test for trend claims in an executive summary
A deletion test for trend claims in an executive summary: where each kind of claim belongs and which obligations a lender expects on the page.
Guides
Operations Plans Review: Check Constraints, Timing, and Fit
An operations plans review checks whether capacity, cash timing, permissions, and the rest of the business plan still match the work being done.
Guides
What to Include in Operations Plans for a Business Plan
Operations plans should explain order flow, capacity, premises, suppliers, staffing, inventory, quality, systems, permissions, and financial model inputs.
Guides
Looking closely at plan fundamentals: choose the one reader and the decision first
Plan fundamentals: choose the one reader and the decision first, keep every section agreeing with the model, and label each number counted, quoted or assumed.