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Our Process:
Step 1
 Review your Executive Summary
Step 2
 Review or consult on your Business Plan
Step 3
 Company Assessment Meeting
Step 4
 Review of Assessment Report with Recommendations
Step 5
 Funding Decision
Step 6
 Company Progress Report


Business plans should be submitted electronically and include:
- Company Background
- Description of Product or Service
- Market Size and Competitive Analysis
- Business and Marketing Strategy
- Manufacturing and Product Development Plan
- Patent Position
- Resumes of Key Management
- Organizational Structure
- Historical Financial Statements and 3-5 Year Projections
- Investment Amount Sought and Use of Proceeds
- Exit Strategy


Our Services:
- Capital raising - debt & equity
- Exit Planning
- Financing Strategy
- Business and Strategic Planning
- Turnaround Assignments
- Mergers, Acquisitions and Divestitures
- Organizational Assessments
- Valuations
   
- Asset Management


 
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Securities offered through Morgan Stanley Smith Barney and/or CIM Securities, Inc.. Member FINRA/SIPC
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