Startup financials Case Study

Crafting a formal business plan for a company launching a new consumer golf ball brand to the market.

The client is a successful experiential activation company that is launching a new type of golf ball into the market.

Client

The company is launching a new golf ball brand into the market. They are supporting the launch with bank and investor financing and need a formal business plan that represents their vision.

Context

  1. Work with the company’s co-manufacturers to get a better understanding of the anticipated cost of goods sold.

  2. Develop a proprietary financial model with pro-forma statements and easy-to-understand assumptions.

  3. Craft a formal written business plan that includes an executive summary, opportunity description, market analysis, and commentary about the financial projections.

Tasks

The company has an investor-ready financial model and formal business plan which they use for fundraising.

Outcome

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