Business Plan Advisors, LLC

06/02/2011

What do our clients say? BPA provides the extra resources and leverage needed by most business owners that don’t have the time or expertise to pursue needs for startup funding, growth capital, or M&A activities. Chris is a straight shooter, and will be able to give you an honest opinion on your needs and chances of success. Andy Reuland, Founder CREDIT COACH, INC

Credit Coach puts you in complete control – giving you tools to understand your credit report, find and correct inaccuracies, and develop a game plan to achieve your financial goals.

06/02/2011

What will BPA do?

Our mission is to help you think critically about your business, professionally format your business plan, include all of the necessary information, and understand it once it is completed. We will help ensure that you do.

06/02/2011

What is the Process?

• Confidentially discuss your business opportunity and objectives with one of our advisors.
• Begin working with our specialists to develop the various components of your plan.
• Together we will critique the plan and make appropriate revisions until it is in final form and ready to be presented to your bank or investors.

03/22/2011

Business Plan Advisors (BPA) is a resource for business owners and entrepreneurs. We use a team of specialists to help clients formulate and write professional, well-thought-out business plans.

03/22/2011

What the banks think?
Given the current banking environment and credit scrutiny, having a well-thought-out business plan is critical when seeking financing.
- John Evans
Senior Vice President, North Central
Market President, Associated Bank

03/22/2011

What the banks think?
A well developed business plan is critical. It serves as your ‘road map’ and allows
others, including your lender, to understand your vision and your strategies to achieve it.
- Jason Monnett
Vice President and Loan Officer, WBD

03/22/2011

What the banks think?
When looking at a business loan, whether it’s to an established company or to a start-up, we look at three primary components: capital, management, and the owner’s plan to manage the enterprise. The quality of the plan and its ability to communicate to all stakeholders the relevant business issues is critical to the bank’s underwriting process. Dave Loritz Market President of The Business Bank

03/22/2011

Why use Business Plan Advisors?
• Commercial banking experience
• Daily interaction with banks, private equity groups, and other investors—and an understanding
of what is important to them
• Experienced team of specialists, including a writer and CPA
• Experience and ideas from working with hundreds of businesses
• Quick turn around times

03/22/2011

Why do you need a business plan?
• It may be necessary in order to obtain funding from banks or investors
• It will make you think critically about your business
• It will outline the norms and benchmarks in your industry
• It will help you maximize the value of your business
• It will act as a guide to help your business stay on course

03/22/2011

We appreciate the feedback of our clients and referral sources. If you have ideas on how we can improve any of the products and services we provide, or if you have any questions regarding a specific service we may be able to provide you or your clients, please don't hesitate to get in touch.

03/22/2011

Who Are Our Clients?

Entrepreneurs looking to start a new business
Individuals looking to acquire an existing business
Companies looking to expand or grow by acquisition or product expansion

03/22/2011

Jason graduated with a business administration degree from St. Norbert College and then joined Northwestern Mutual as a financial advisor. With about $167 billion in total assets, this Fortune 500 company is one of the world’s largest and most admired life insurance providers. In 2004 he accepted an opportunity to join Cornerstone Business Services, developing a new sales support role before transitioning to Business Transaction Advisor in 2005. Since joining Cornerstone, Jason has developed a successful track record of positioning and executing multi-million dollar exit and divestiture strategies. He also has regularly facilitated management presentations and led negotiations with privately and publicly held corporations, ranging in size to upwards of $2 billion.

Jason is actively involved in the community in the following capacities: Board of Directors - Integrated Community Solutions, Founder and Committee Member - St. Mark Evangelical Lutheran Church Young Adult Program Committee, Member of the International Business Brokers Association and Registered Agent with Wisconsin Realtors Association. Jason received the International Business Brokers Association’s (IBBA) Certified Business Intermediary (CBI) designation in 2006.