BUSINESS PLANS

Over the years, The Samuel Group, Inc. has developed numerous business plans for clients in a wide variety of industries. From our years of experience, we have developed a process that ensures high quality, fully customized business plans for every client.

Our process consists of distinct phases, designed to maximize quality, efficiency and client satisfaction.

  1. Client Interviews: At this phase we collect and document your vision, key accomplishments to date, challenges and opportunities, key objectives and goals, and business strategies. In this phase, we also identify and refine key research questions, and work to define and communicate an effective outline for the business plan.
  2. Strategic Market Research: In this phase, we size the relevant market place, analyze competitors, profile existing and prospective customer groups, and assess the business opportunity.
  3. Pulse Document: At this stage, we deliver a "Pulse Document" to confirm that we are in agreement with you regarding the strategic direction of the plan, the business plan's focus, and the tone and language of the plan. The pulse document is delivered either as a business plan outline or a draft of an executive summary.
  4. Additional Research and Strategy Work: After incorporating your feedback from the "pulse document”, we begin additional research regarding your business strategy (financials, marketing, operations, etc.) and communication strategy (how best to articulate your unique opportunity to existing and potential stakeholders and investors).
  5. Draft Plan: Next, we provide a draft of the deliverables, which typically include an executive summary, integrated financials, and a complete business plan.
  6. Review and Revise: In this phase, we review the draft plan with you and discuss the focus, wording, and flow of the document. We incorporate any necessary revisions and refinements, and prepare the revised plan.
  7. Package and Finalize: The final stage involves creating a clean, professional document that is ready to be presented to the appropriate audience.

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