What Others Say:

"It was beneficial to have a leader in the senior industry guide us through the development process, from conducting research, brainstorming strategies, and establishing a proper timeline and budget."--Daryl Martin, Executive Director and Nikki Fingerle, Marketing Director, Swiss Village, Berne, IN

"...an investment/banking firm commented that it 'was one of the best business plan packages they had reviewed.' Scott is a mature, experienced, pragmatic, professional and his product is excellent. I found him to be accessible with minimal delay...The cost of his services was well worth the investment, and I recommend him with high confidence."--John Steere, Chairman, Assisted Living Feasibility Committee, Community Church of Greenwood, Greenwood, IN

"Scott can provide the experience and proven strategies to help you achieve the success you know your business is capable of producing." --Brady Paino, Administrator, Summit Place West, Indianapolis, IN

"Absolutely the best!." ---Conference Attendee

Business Plans

Our experience will guide you through the process.

  We can assist in the preparation of your business plan no matter where you are in the process or the amount of financing you need.  Our services include the research, the organization, the preparation of materials you may need, and the writing experience.  We bring to this service years of experience from profit and non-profit perspectives.  

  Unfortunately, many studies have shown that a large percentage of new businesses fail. Of those, more than half never had any outside guidance.  The business plan must give accurate data as opposed to projecting someone's dreams.  The business plan must convey your objectives and the steps you plan to take to achieve them in a way that convinces others that the goals will succeed.  The plan must paint a picture that the reader can sense to be real and possible.

Sections include the following:

An Executive Summary: The synopsis briefly lays out the parameters of the project.

The Organization: A summary of the history of the organization, the mission statement, the objectives, and information about the project development team

An Overview of the Industry:  This comprises the overall state of the business, such as current trends in licensing, market potential, types of services offered, and perceived current advantages and disadvantages for the owners. 

A Project Description: Encompasses the project phasing overview, the maximum unit capacity by type, an overview of the proposed housing and services options, the project phasing descriptions, and sample building photographs.

Information About the Site: Tells an overview of relevant county and city information, the proposed site location and site description, a locator map, and the project site plan.

Information About the Market: The market area is defined and a demographic study is included.

The Marketing Strategy: Divided according to the types of services and/or housing to be marketed, this gives the project marketing timeline,  the market feasibility and development strategy, the pre-selling during construction strategy, the fill-up strategy after opening, and information about stabilized marketing.

A Competitive Analysis: This report explores the competition in primary market area and highlights the strengths, weaknesses, and current status of each as they relate to you.

Information About Engineering, Zoning and Legal Issues: We will gather all of the details and lay it out in ways most relevant to you.

The Operations Strategy: The section which gives the management organization information, personnel information, the organizational chart, information about outside vendors and national contracts. Copies of relevant licensure, certification, and regulatory overviews are provided.

Financial Proforma: We provide you with Occupancy Projections, Fill Up Proforma, and Key Financial Indicators for Year 1, Year 2, and Year 3-5.  We give you a projection of costs, fill up cash flow and staffing  projections, and budgets for cash flow, capital, and occupancy.

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