SERVICE
Business Planner
Your most reliable guide for safe investments’ decision making
When facing an investment decision, make your move in the safest and most informed way possible.
A valuable tool for businesses, entrepreneurs, and investors alike, Business Planner provides you with complete and accurate information you’ll need to safely chart the roadmap for your project development or evaluate alternative investment opportunities presented to you.
We understand your needs,
and have the applicable solutions to meet them.
Realization of a new business idea
What do I need to implement the idea? Under what conditions is it viable and what should I pay attention to?
Investing in a third-party’s business idea
What capital will be needed to realize this new venture, what is the optimal financing structure, and under what conditions can it be profitable?
Sale of a Company / Divestment
What is the value of my business? What is the maximum price I can achieve? How can I present the potential of my business in the most attractive way?
Capital Expenditures
What can investing in new facilities, technology solutions, and equipment bring me, and how can I finance such a move to maximize my return on investment?
Acquisition / Participation in a third-party Business
How much money is worth spending to acquire a business and what return can I expect from this move?
Fund-raising / bank financing
How can I showcase the potential of my business as an investment opportunity? What terms can I propose to potential investors? How can I increase my bargaining power?
What you get
Depending on the characteristics and purpose of your business plan, we conduct, deliver, and present the appropriate quantitative and qualitative analyses that will help you make your decision.
• Assessment of the validity of the assumptions that govern the plan
• Comprehensive estimation of financial results and performance indicators
• Identification and evaluation of alternative scenarios
• Financing strategy
• Evaluation of the plan’s value (valuation)
In addition, if required, we create specifically tailored presentations of your business plan for communication with banks – investors, with all the necessary elements and indicators for highlighting its investment appeal.
Report – Analysis Outcomes
Presentation – walkthrough of the results and key points
Pitch Deck
Funding strategy
Scenario Analysis – Stress testing
Why Us
Specialized Expertise.
Extensive Banking and Investment Experience.
Our experience in senior management positions in banking, and our previous involvement in various investment schemes, allows us to approach, analyze and assess an investment project using the appropriate perspective.
We immediately recognize inconsistencies or possible weaknesses and have the knowledge and practical experience to find alternatives or design actions that will upgrade the quality of our proposal.
Your benefits
Communicate your idea through a comprehensive, professional, and understandable presentation for your audience.
Increase your wealth by making the right investment moves at the right time, and by avoiding wrong and costly choices.
Avoid funding stress for your idea and your business due to inadequate planning and presentation.
Gain solid arguments to negotiate the best possible terms for your business initiative.
Who is it for
Business owners
C-Level Executives
Executives overseeing investment evaluation or valuation disciplines
industries
Industries
We support startups, family-owned businesses, and medium-large organizations operating in more than 10 industry segments and share a common goal.
Growth.
Manufacturing
Construction
Services
Wholesale / Retail
Tourism
Case stories
Read how we have helped clients achieve great results.
Connect with us
Learn how ONISIS can help solve your unique business problems.