Business Planning


Creative Business planning can accelerate your enterprise to market leadership. A business plan explains the reason that your business exists, specifies products and services, your financial projections, investment potential, management expertise, plans for operations, infrastructure, staffing, goals, and strategies for achieving those goals. It also specifies, initial capitalization and funding, capital start up expenditures, and initial investments. The business plan is crucial to enterprise success.

Having a business plan is one of the requirements for raising capital, and can significantly improve the chance of a successful business launch. Historically 90 % of businesses fail due to lack of business planning, and insufficient initial capitalization. If you’ve considered raising capital for operations, IT systems, marketing, investment, and SG&A, then you need a business plan to justify to potential investors that they can invest with confidence for a return of the investment plus, interest (ROI), capital gains, and dividends. Raising capital through Regulation D can catapult your business to the next level! We can help your business plan for success, access capital, access alternative sources of liquidity, arrange partnerships, and facilitate investor introductions.


We help businesses plan to acquire funding for start-ups, expansion, M&A, investment, and operations. Raising capital is a very complex and sometimes costly undertaking, with over 80% of businesses failing due to inadequate capitalization. We have significant experience raising capital, advising middle market M&A transactions, structuring capital, and stage funding. We give senior level attention and involvement at every step of the process, with unparalleled execution capabilities.

Inadequate initial capitalization, unfeasible business plans, inadequate marketing plans, lack of FP&A, and insufficient infrastructure incapable of supporting growth are the primary reasons for business failure. With over 30 years of experience in the financial and legal sector, we help navigate this highly complicated, intensely regulated sea of technicalities

We design business plans to fund enterprises for growth, operations, marketing, and infrastructure. These are vital to the success of the enterprise. With our expertise in business planning we can assist in difficult financing situations, or where other efforts have failed. Many small to medium sized businesses lack sufficient access to the capital they need to fund operations or grow because of insufficient business planning. Millennium, provides management consulting and financial advisory services for enterprises advancement. We work with our clients to identify, source, structure and execute diverse and innovative finance transactions. We offer a completely customized business plan to fit your particular situation, whether a start-up, or established enterprise. The Business Plan includes, Executive Summary, Company Description, Market Analysis, Organization & Management, Marketing & Sales Management, Products and Services, Financial Projections, Funding Request, and Appendix. We also offer complete business development services.

We cut through the red tape and provide creative, out-of-the box, planning solutions. We know the subtleties of strategic planning with the goal being to get you exactly what you need to grow. Our services can provide you with the tools to successfully attract capital, talent, and resources you need to become and remain successful. Having the right strategy to reach your company goals is the key to optimizing efficiency. Effective planning is key to efficiency. Some companies often don’t have time to analyze figures and facts, conduct in-depth process analyses and develop the required management models. Call on our experience and knowledge to achieve your enterprise plans. Our Business plans encompass all issues and stages of business development important to success.



Seed Stage The seed stage is the very first stage of a company. Seed stage is usually the stage of a company that is just beginning and may not have a product prototype yet.

Early Stage This stage describes a company that is still in its formative phase. At this stage, a company may have a product prototype or may be developing its prototype. Early stage or startup stage is usually divided by different funding series. These series are series A and B. Series A is usually the first round of funding in early stage funding. This round of funding is usually earmarked for getting the product or service prototype developed and prepared for mass production or implementation. Series B basically describes a round of early stage funding that is earmarked for companies who already have a fully developed prototype and is at the stage where their product prototype can be manufactured. This funding round usually provides the capital to hire more staff and workers, prepare facilities for mass production, and finally allow the company to open for business.

Growth or Expansion Stage is usually referred to companies who are already established and already have a client flow and revenue coming in. When a company reaches this stage, it is usually already doing well and wants to expand into different markets.

Mezzanine Stage is a stage that a company goes through as it prepares itself for an initial public offering (IPO), going to have its shares publicly traded in the Stock Exchange.

Liquidation Stage is usually the phase of a company’s life where the investors make their exit and cash in on their investments. Liquidation can be divided into different kinds of stages, such as mezzanine stage, managed buyouts, and leveraged buyouts.

Managed Buyouts are usually when the management of a company works together with investors or the management of other larger companies to buy that company.

Leveraged Buyouts are when investors who have a controlling share in the company leverage the buyout.

A well written business plan virtually ensures a business will attract funding for development, infrastructure and growth. Most small businesses that earn annual revenue of $1 million or less are experiencing serious difficulty acquiring capital to sustain growth. 41% of small businesses report that they cannot obtain adequate financing. With the business plan you can source capital, reduce the cost of capital, restructure capital, design investment strategies, and develop plans for the long-term financial goals of your enterprise.

A growing portion of the nation’s banks saw a spike in demand for loans to smaller firms according to the latest Federal Reserve figures. 3Q 2016 saw 26% of banks that experienced “moderately stronger” demand for commercial and industrial loans from small firms earning up to $50 million USD. That percentage was the highest all year, rising from 8% the previous quarter. Although the data is consistent with a modest recovery and an uptick in business confidence, nearly all banks surveyed kept their credit standards extremely tight, and their loan terms the same.

Even with the moderate recovery and increased demand for capital, the vast majority of banks kept credit tight, as 94% reported that credit standards for small firms remained basically unchanged. A similar proportion of banks said the maximum size of credit lines and requirements on collateral also stayed the same. Many small businesses are either struggling to get by or simply keeping their powder dry when it comes to capital investments, hiring and borrowing.

We prepare well written clear business plans to will ensure your business attracts funding for operations, business development, infrastructure and growth.


Jump start your business today with superior planning for maximum effectiveness. Ensure your enterprise embraces best practices for effective market leadership. We provide technical implementation for all planning initiatives in compliance with Best Practices / PMBOK.

Whether you are planning for a new service, or product, capital raising, or addressing market trends, contact us to discuss your plans. 1-800-791-6962 Email:

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