Growing companies need business plans to accomplish several key goals:

• To source additional capital; and 

• To incorporate into key filing documents that are submitted to regulatory agencies and stock exchanges (i.e. IPO/RTO documentation, Prospectus, SB2, etc.).

All parties involved must be assured that management has a solid grasp of its industry, competitive position, and overall potential for success - this can be done with a top notch business plan.  In its absence, companies often falter.

In addition, business plans also have value within the company itself - through the exercise of completing a business plan, weak points or strategies within the organization can be flushed out and corrected.  This has the effect of strengthening the company and its chances for success.

There are several different types of business plans (or similar types of documents) that we complete:

Comprehensive Business Plans.  These are typically 30 - 60 page documents that are designed to be appealing and informative to both sophisticated investors as well as those unfamiliar with the company and its industry.  They will normally include several key elements, including: 1) Executive Summary, which is a concise summary of the entire plan, 2) Company History, 3) Industry Background, 4) Company Products/Services, 5) Marketing/Market Development Strategy, 6) Competition, 7) Management, and 8) Financial.  We often find that the business plans we "inherit" are invariably deficient in several key areas.  Accordingly, we can be very helpful in developing a business plan that covers all relevant areas as well as improve the presentation. 

"Extended" Executive Summaries.  In certain circumstances, it may be effective for companies to just have the introductory portion of the full business plan completed.   In these cases, the typical 5 - 10 page Executive Summary included in the business plan can be extended into a more complete 10 - 15 page Executive Summary.  These documents have proven to work well in several cases..

"Green Sheets."  Companies seeking financing on a more sophisticated level (i.e. institutional accounts) often need to supplement their efforts with this type of document, which is a somewhat standardized 4 - 8 page document which describes the business, recounts the investment highlights, and summarizes the financing details. 

Some Success Stories

Over the past two years, we have completed business plans for several companies to assist them in accomplishing their milestones (and/or undertaking comprehensive, major rewrites of their existing documents).  Several of these include:

Please note that these are a sampling of projects completed, not a listing of all the projects undertaken by Howlett Research Corp.  Market conditions, as well as the efforts of company principals and others retained to raise capital will affect the success of any particular project.

"On the Cusp"

There are several companies that we have assisted in a similar fashion with their business plans.  These include:

For parties interested in any of these respective industries or companies, feel free to contact us.

Client Confidentiality

Business plans are confidential documents and we always protect our clients.  Accordingly, although we make available our research reports online, we cannot offer a similar viewing service for business plans.  We encourage interested principals to contact us - we can take you through the process in more detail and offer a customized package which can meet specific needs..