Business Plan Vetting
Preparing and presenting a Business Plan to the lenders is essential to building credibility and gaining support for the future. Involving Kibel Green as a 3rd-Party advisor is an excellent investment in ensuring that the plan is accurate and reflects the results of operational activities and changes.
Lenders, boards' of directors and investors seek a plan’s vetting by Kibel Green because The Kibel Green System™ has proven for 25 years to be valuable and often results in significant improvements:
The Fundamental Assumptions
- Do the projections connect with operating changes and properly link the three financial statements of cash flow, income statement and balance sheets?
- Are the correct calculations correct?
- Are the key data points easy to identify and understand?
The Financial Structure
- Does the structure of the lending arrangement make sense and how can it be improved?
- Can the company justify additional funding from the lenders or other creditors?
- What are the appropriate covenants and benchmarks for the company?
Beyond that, lenders and investors know that we structure the business plan so that it shows some aspects that are sometimes forgotten, such as properly structured breakeven, contribution margin, and sensitivity analyses.
If you know of a business that is in need of an updated Business Plan, please contact Kibel Green to discuss how we can work together.
