Startup financials Case Study
Crafting a formal business plan for an innovative pet therapy services company with a franchising business model.
The client is a leading authority in pet therapy and a provider of pet therapy services to individuals and corporations.
Client
The client and an angel investor look to grow the pet therapy business across the United States through a franchising model. They need a formal business plan and associated financial model to obtain the financing to support execution of their franchise strategy.
Context
Work with the company’s CEO and angel investors to understand their vision for the company.
Create a proprietary financial model with pro-forma statements and easy-to-understand assumptions.
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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