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Business Planning Division


Corporate Services & Associates has a multi-support team of professionals that develop business plans and support firms that helps companies develop multi functional business plans to move down the road towards a successful capital or strategic transaction. We guide our clients through the creation of custom- tailored business plans, financial projections, selling memorandums, investor presentations and other supporting materials to powerfully present their company to:

  • Private Equity Firms
  • Venture Capitalists
  • Angel Investors
  • Corporate and Strategic Investors
  • Parent Companies
  • Merger or Acquisition Targets
  • Strategic Partners
  • Banks and SBA Lenders
  • Commercial Finance, Factoring and Leasing Companies
  • Key Customers
  • Boards of Directors or Advisors

During the past six years our CEO and has worked with entrepreneurs and executives in a wide range of industries and with companies at nearly every stage of development. Our team has prepared thousands of business consulting profile plans for clients seeking various levels of capital - ranging from seed investments to hundreds of millions in debt and equity financings.

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