Business Financing Services Case Study
Bill Warner Thursday, January 03, 2008
Business Plan and Financing of Start-Up Business
Situation: A large beverage bottling company responsible for the production and distribution of products throughout the southeast had developed a new technology for managing customer orders and more efficiently delivering products to them. The company needed a comprehensive business plan and investor presentation because they wanted to finance the company through outside private investors.
Engagement: Paladin and Associates’ business consultants were engaged, and the Managing Partner established a business planning team and plan. He led the team by utilizing existing company talent to complete the research for the business plan. Paladin completed many of the key sections of the plan, including the five-year financial forecast, marketing and sales plan, management team and financing strategy. He pulled together the entire business plan document, created an investor presentation, coached the company executives as they gained approval from company management, and led them to private investors.
Result: The new business was funded by two private investors and a subsidiary company was established in which the investment was made. The new business is now operational.
Summary: Success in any business start up depends on decisive and correct opening moves. In this scenario, the management consultants from Paladin and Associates worked with the Founder to establish the definition of a competitive product and the requirements necessary to reach customers in select markets. This provided the basis for the business plan and financing strategy that was put in place and executed with Paladin leadership.
Filed Under:
Bill Warner is the Managing Partner of Paladin and Associates, a business consulting firm in the Research Triangle Park area of central North Carolina, and is the Chairman of the Triangle Accredited Capital Forum, an angel investor network with over one hundred members throughout the southeast.
