EPIC believes every venture deserves a customized plan to reflect its individual nature. For this reason, we provide an industry unique service that utilizes multiple consultation meetings between you and our finance, writing, and research specialists to ensure your plan includes all the elements it needs.  The following outline indicates the minimum requirements built into each business plan:

• MBA and MA dedicated to each plan
• Unlimited provisional revisions and edits for life
• A tailor-made document with:
  • Executive Summary
  • Breakeven Analysis
  • Keys to Success
  • Management Summary
  • Funding Requirements
  • Uses of Proceeds
  • Company Summary
  • Staffing & Payroll Forecast
  • Product/Service Description
  • Exit Strategy
  • Detailed Revenue Model
  • Income Statement Forecast
  • Market Analysis
  • Cash Flow Forecast
  • Industry Analysis
  • Balance Sheet Forecast
  • Marketing Plan & Objectives
  • Financial Ratios
  • EBITDA Forecast
  • Company Structure & Ownership
  • Risks & Mitigation
  • Confidentiality Agreement
  • Investment Proposal
  • IRR (internal rate of return)
  • NPV (net present value)
  • Valuation
  • Payback Calculations
  • SWOT Analysis
  • Mission Statement Development
• EPIC uses Microsoft Word, PowerPoint, and Excel for ease of presentation, future editing, and sharing with your other advisors
• Focus on one or more of the following target groups:
  • Small Business Administration
  • Private lenders
  • Angel investors
  • Venture capitalists
  • Grant funding

Process

Every business concept is unique. For this reason, our timeline varies depending on the focus of the business plan, its market and industry, and the requirements of the financial model. At EPIC, we ask the basic question: what must we develop in this document in order to obtain funding for our clients? We apply our hands-on approach in the following general process:

1. Step 1 (Day one): Discovery session. EPIC business planners consult with you to gain an understanding of your project.
2. Step 2 (Days two-three): Research, writing, and financial specialists begin crafting preview draft.
3. Step 3 (Day four): Financial model review (phone and virtual meeting).
4. Step 4 (Day five) Market research review.
5. Step 5 (Day seven) Draft completed, expertly edited, and sent to client via email.
6. Step 6 (Days eight and later) Virtual meeting to review completed business plan.
7. Step 7: Repeat steps 5 and 6 until client is satisfied. In order to ensure the best possible success with your complete business plan, some plans will require more revisions than others.