Strategic Planning
Envoy Advisors offers its clients a wide range of strategic planning and business development services including:
  • Business plan development
  • Financial modeling, forecasting, and analysis
  • Market research and analysis

Business Plan Development
From entrepreneurs with innovative ideas to well-established companies, every organization should have a business plan that incorporates both long-term strategic objectives and shorter-term business goals. The business plan is an essential marketing, financing, and operational document, and developing it properly requires a serious time commitment.

  • Creating Value
    The professionals at Envoy Advisors have extensive experience developing, reviewing, and implementing business plans. Our background in venture capital, investment banking, corporate development, and entrepreneurial ventures gives us well-rounded insight into all aspects of creating business plans. We know what capital markets want to see in a business plan and we realize the value of having an experienced and unbiased advisor in the development process. Envoy Advisors works with management teams to understand and represent a clientís strategic, marketing, and operational plans in the most effective manor for the target audience, whether venture capitalists, strategic partners, or internal parties.
  • Deliverables
    Envoy Advisors works with clients at all stages of business plan development. We do everything from reviewing and revising existing business plans to creating comprehensive plans from scratch. We also provide advisory services to help with the creation of marketing and operational plans.
  • Length of Engagement
    Depending on a clientís existing documentation and preparation, a business plan development project can be completed in several weeks for a basic review or up to two months for an entirely new comprehensive plan.

Financial Modeling, Forecasting, and Analysis
Financial models and forecasts require reliable data, realistic assumptions, and attainable results. The difficulty many clients face is that their financial models are based on rosy market research, overly optimistic assumptions, and results that are influenced by what investors or management want to see. The problem with poor financial modeling is that many times it drives the decision-making process. A company cannot be expected to successfully develop and implement corporate strategy when the data it is basing the decisions on is inaccurate.

  • Creating Value
    The professionals at Envoy Advisors realize that data drives decisions and by leveraging our backgrounds in corporate finance, economics, and statistics, we can help clients develop realistic financial models, reliable forecasts, and insightful data analysis. With access to numerous databases and expertise in building financial models from the ground up, Envoy Advisors can assist clients in their financial modeling and analysis needs.
  • Deliverables
    Envoy Advisors works with clients to develop financial models, projections, and analysis. The typical deliverables consist of spreadsheet models, supporting documentation, and client presentations to review the methodology, assumptions, and results.
  • Length of Engagement
    Based on the clientís existing documentation and preparation, a financial modeling project can be completed in several weeks or up to one month for an entirely new financial model.

Market Research and Analysis
Companies must decide between mass-produced public reports and expensive proprietary consulting projects to satisfy their market research needs. In most cases, the necessary and desired information falls somewhere in the middle of the two extremes. Clients need research that is customized, relevant, and reliable, yet cost effective. With so many consulting and market research firms available, it is difficult to know who to choose and trust. We believe companies should have access to all the market research information they need, and should not be at a disadvantage because they canít afford expensive consultants.

  • Creating Value
    The professionals at Envoy Advisors offer clients market research services specific to their unique needs. By combining our access to numerous secondary research sources and expertise in primary research methodologies, Envoy Advisors fills the niche between costly consulting engagements and generic research reports. Leveraging our backgrounds in investment banking and strategy consulting, we can recommend to clients which sources of market, equity, primary, and secondary research are useful while providing additional analysis that enables us to convert research into knowledge.
  • Typical Deliverables
    A typical Envoy Advisors market research project deliverables will consist of a final report, supporting documentation, and client presentations to review the methodology, sources, assumptions, and results.
  • Length of Engagement
    Based on the scope of the project and availability of primary and secondary data sources, the average length of engagement can range from several weeks to several months.