What We Do

Business Plan, Consulting, and Financial Solutions

  • Business Plan Development
    Description – CKVC develops investor-grade comprehensive written business plans for the purpose of succinctly communicating business objectives to potential investors (both debt and equity). A typical business plan contains an executive summary, a detailed company description, a complete industry analysis, specifics on customers and competitors, a marketing plan, a design & development plan, an operating plan, a management team presentation, and a complete financial discussion.
  • Financial Modeling
    Description – CKVC builds highly detailed five year proforma financial statements, including assumptions, income statements, balance sheets, cash flow statements, key measurements, and a valuation of the business. Models are built using Microsoft Excel. Various scenarios (best case, worst case, most likely) can be quickly developed from either model type.
  • Investor Presentations
    Description – An engaging presentation summarizing the business plan and business concept will be developed for personal presentation to investors. In addition, coaching services are available to help prepare business owners to pitch their presentations and field questions.
  • Raising Capital
    Description – Now that you have a complete venture capital quality plans, set of financials, and an investor presentation, now what? Unlike some business plan consulting firms, CKVC works with clients from beginning to end, and a good plan isn’t worth much unless you can use it to capitalize your business. CKVC is proud of it’s track record of getting the majority of its clients funded, and we will work with you to locate, contact, present, and negotiate with the various sources of capital.
  • Strategic Consulting
    Description – OK, so you’ve successfully raised capital, hired on your team, and you’re generating revenues in operational mode. Now you’re looking to grow and expand your company and you want to understand the key drivers of your business and what areas are causing your company to perform less than optimally.  Once you are set up, you will gain invaluable insights into the operation of your company. CKVC can also assist you in the planning & budgeting process, mergers & acquisitions, due diligence, and competitive intelligence.
  • Business Brokerage
    Description – For many reasons (retirement, moving on to another project, partnership disagreements, etc) people choose to sell their businesses. CKVC can help you market and sell your business, negotiate the best price for it based on a current valuation, and we can guide you through the closing process to the day the checks are written.