Zenith Wealth Partners

Business Planning

Business Owners

Our Approach

Through a fully-custom approach, we meet business owners where they need us most whether that be helping management improve their understanding of cash flow or preparing for a new round of financing. Our engagements can be one-time to meet a time-sensitive opportunity or ongoing in an advisory capacity. Clients leave business planning engagements feeling more confident and better equipped to manage their business. Engagements average $6,000 – $10,000 based on complexity and services selected from the menu below.

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Initial Review

Assess a company’s financial statements, bookkeeping, and accounting to determine if they are appropriate to base financial projections on. Confidence in the financial projections will help inform the rest of the engagement.

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Mapping

Develop an image of how the company’s business activities will generate revenue, cash flow, and profits. The goal of this step is to clearly establish how the company and potential investors will be compensated by the company’s activities.

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Financial Projections

This step creates the financial model that the company can use to assess their business activity, present to investors, and orient an execution plan. Based on path forward, items such as a valuation analysis and equity waterfall can be developed.

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Business Plan Integration

Integrate the mapping and projections steps into the company’s pitch deck, executive summary and other relevant materials. This includes a new or redesigned pitch deck and other materials.

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Investor Sourcing

Assist in identifying investors that may be appropriate for the company’s current financing event. Investors will be selected based on investment thesis, industry match, stage match, historical investments, and other relevant criteria.

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Ongoing Advisory Services

Ongoing consulting to allow the company to engage with Zenith as they grow and need Zenith’s advice on topics that are beyond or outside the initial engagement.

Workshops & Continuing Education

In partnership with The Enterprise Center and the MBE Equity Multiplier Initiative, Zenith will deliver a weekly webinar series targeted toward early-stage entrepreneurs on topics such as business model design, raising investor capital and uses of capital. This investment in the early-stage ecosystem of diverse entrepreneurs across the Mid-Atlantic will be a critical lever in helping to expand access to capital in a more equitable fashion. 

To register for an upcoming workshop, please click below