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Loan Packaging & Administration, Strategic Business Planning
Elements of a business plan and financial projections are generally the same. The level of detail is different depending on its intended use and audience. Once you have evaluated your internal resources, contact us to work alongside your management team to fill any gaps and get the business plan and financial projections done in the required timeframe. Lists of the areas we can address in a business plan follows.


  • Three-year historical financials including income statement, balance sheet and cash flow.
  • Up to 10-years financial projection of income statement, balance sheet and cash flow, along with key operating and financial assumptions.
  • Projections on a monthly basis for up to three years
  • Break-even and sensitivity analysis
  • Personal financial statements and tax returns for principals owning 20% or more of the business
  • Historical tax returns for the last three years


  • Description of business, products and services, and legal structure
  • Overview of industry trends, the market, competitors and your go-to-market strategy
  • Policies, procedures, guidelines and process details
  • Explanation of strategic plans including key milestones and resource needs
  • Discussion of any special or unique considerations including litigation


  • Biography of principals and key management highlighting how prior experience ensures the business success
  • Organizational chart specifying roles and responsibilities

Customer Experience, Marketing, Operating Efficiency, Strategic Business Planning

Extraordinary Customer Experiences = Real Money.

How are you outpacing the competition? Forrester Research correlation of its Customer Experience Index with stock market values found that over time delivering consistently good customer experiences generates higher multiples and greater enterprise value. By starting with the simple fixes and later tackling the big, complex customer issues represents the greatest untapped source of revenue increase and expense reduction. By removing pain points, you:
  • Lower service costs by creating fewer problems
  • Reduce customer defections and increase incremental purchases
  • Grow sales by word-of-mouth and online referrals
Real money builds enterprise value. All the cost savings and revenue growth produced by focusing on the customer translates into greater profitability and better returns. Plus a positive buzz from customers gets investor interest to find out just what management is up to.

Loan Packaging & Administration, Strategic Business Planning
Whether you need a plan to raise capital or you want one as a strategic tool, Next Level Consulting efficiently guides you through the process of crafting a plan to fit your needs. There are many things for you to consider when developing a business plan and financial projections. For example, you will need to factor the business plan purpose, audience, and your available resources to determine the level of effort and time commitment. Here are just a few of the things to think about.

What is the purpose for putting together a business plan and projections?

It is to:
  • Apply for a loan
  • Obtain investor financing
  • Gain executive and board approval
  • Focus management team on strategic priorities
  • Measure financial and operating performance
  • Build value and position the company for sale

Who will be reviewing the business plan and projections? What are their expectations?

  • Lenders
  • Private equity firms, wealthy investors, friends and family
  • Board of Directors
  • Prospective employees
  • Potential buyers
  • Landlords

What internal resources do you have to complete the business plan and financial projections? Will you have to tap external resources to help you complete some parts of the plan?

Elements include:
  • Historical financials – income statement, balance sheet, cash flow, and tax returns
  • Ability to build three-, five-, or ten-year financial projections
  • Informational research on the industry, competitors, and trends
  • Management experience and competence in marketing, finance, operations, and production
The answers to these questions will determine whether your plan will be a two- to three-page summary or a comprehensive document well over twenty pages. Next Level Consulting will help you answer these questions and produce what you need.

Customer Experience, Operating Efficiency
Empowering employees takes considerable effort, but is worth getting right because employees are often the primary point of customer contact, employment costs are typically one of the largest business expenses, and experienced, productive employees are valuable assets. By selecting employees with the right temperament, providing them with the knowledge, skills and techniques to perform to their full potential, and performance goals and incentives you build employee excitement and desire to deliver extraordinary customer experience with each interaction.

Customer Experience, Operating Efficiency

What’s the customer experience rating criteria?

Your customers are continuously evaluating all the interactions they have with your business.  In doing so they use these three measures to evaluate the customer experience.

Got It Done

Customers want 24 x 7 x 365 omnichannel access to your products and services so they can start in one channel, continue to another, and finish where it is convenient. Successful.

It Was Simple

Each customer interaction should be empowering by providing intuitive self-service tools and clear concise information to make informed decisions. Easy.

Made Me Smile

Hands down customers want consistent execution of the basics by engaged and excited employees that know what they are doing and take ownership of the customer experience. Happy.