Business Planning

Business Planning

Equis Capital Finance can guide you and your team step by step through the process of preparing a concise and compelling business plan document. We leverage our experience with hundreds of start-up and early stage clients to not only ensure you have the plan you need, but also to provide strategic and financial insights and advice that add value to your business.

We help companies develop investor-grade business plans to move down the road towards a successful capital transaction. We guide our clients through the creation of business plans, financial projections, credit/offering memorandums, investor presentations and other supporting materials to powerfully present their company to:

  • Private Equity Firms
  • Venture Capitalists
  • Corporate and Strategic Investors
  • Banks and SBLA Lenders
  • Commercial Finance, Factoring and Leasing Companies