September 4, 2009 Leave a comment

Capital West Advisors, which services the entire United States with business plan writing, capital introduction, and strategic growth consulting services, has been headquartered in Los Angeles, CA and also maintains 1 Project Manager in New York, Chicago, and San Francisco for sophisticated business planning, capital introduction, and strategic growth consulting services. Capital West Advisors has now added a 5th location where clients can meet in person if they would
like to meet in person: Seattle, Washington

Categories: Uncategorized

Capital West Advisors explains significance of the Executive Summary

December 31, 2008 4 comments

The Executive Summary section should include summaries of all sections of the business plan. It is important that each section is appropriately referenced and clearly conveyed . The executive summary should emphasize the elevator pitch, management summary, and market size.

Capital West Advisors has found that the executive summary should be tailored to the company’s growth stage. For instance, a start-up company should emphasize its management’s success launching and growing companies as well as the protection from potential aggressive competitors in the industry. A more mature company should emphasize historical cash flows and growth strategy.

Depending upon the stage of the company, key areas may be missing from the executive summary. This is acceptable provided that the plan clearly defines the strength of management, the product, and the market information that support the potential of the venture. However, it is generally not favorable if the key component of the key success factor is not indicated. For example, a plan that is fundamentally a marketing play should not seek financing without a stellar marketing advantage such as an experienced marketing team.

In conclusion, the Executive Summary section of the business plan is an opportunity to prove to investors that there is reason to read the full plan. Rather than waste this opportunity by merely showing employee resumes, which could be included in the Appendix, the section should be used to explain precisely how the team is uniquely qualified to execute the venture in its present state.

About Capital West Advisors

Capital West Advisors is headquartered in Los Angeles, CA and has satellite offices in San Francisco, Chicago, and New York. Our clients range from entrepreneurial start-ups to multi-national corporations and we are well-equipped to work with clients anywhere across the United States and around the world. Capital West Advisors has provided services to hundreds of clients in a wide array of industries including: Restaurant, Health Care, Food/Beverage, Con. Products, Biotechnology, Tele/Data Com, Medical Device, Software, Internet, Real Estate, Energy,Film/Music, Retail, and Apparel. Additionally, CWA provides an array of additional writing services including: drafting grant proposals, brochure content, website content, PowerPoint investor slide presentations, and venture capital/angel investor introduction.

Categories: Uncategorized

Capital West Advisors discusses JD Power and Associates business banking satisfaction survey

October 28, 2008 3 comments

I don’t know if I understand the results of this survey completely. From what I have read from an article at the Houston Business Journal business banking is all about customer service. At least this is what the article is conveying. I believe that the article states to the reader in thinking that customer experience is one of the main variables in improving the bottom line for a business bank. This is interesting considering that so many transactions occur online with business banking and PDA transactions. I cannot argue with the fact that 6500 businesses participated in the survey, but honestly, did this survey really disclose anything proprietary? Most industries rely on some sort of relationship. We used to call these relationships sales, but now we tend to outsource them as a customer service function. At best, I think that this survey could lead the few banks still around to create a larger sales force and drop the centralized call center. The concept of the user “experience” is important to consider when planning your new venture, because it generates goodwill. Over time, if your company becomes large and successful, the goodwill can actually become capitalized on the balance sheet and add hefty premium when you decide to sell your company and retire to the Bahamas.

Capital West Advisors discusses article re: SBA

October 28, 2008 Leave a comment

I read the article written by David Port at article and I must agree with the many critics that state the problems with the SBA. I never hear about the opportunities available through the SBA program. For the past 7 years, the ability to take out a home equity line of credit has provided a better way for small companies to raise capital. Now that most of the banks are gone, where do small businesses go to get the capital that is typically needed to help a company through an economic cycle such as we are in. I don’t know exactly what the SBA needs to do to validate the integrity of an entity helping out the little guy, but they need to act quickly. It would make sense to create some sort of incubator style partnership creates synergies amongst startups. The beginning phase is so tough and there is a strong need for more sweat equity, planning, and motivation. Maybe the SBA should keep this in mind now that funding of most conventional forms of debt leverage are fading away.

Capital West Advisors relays key indices regarding the PEPI

October 27, 2008 Leave a comment

If you take a look at this blog entry under ( ), you will see that start-ups (although still risky) have actually performed better than big bad Wall Street this year. Capital West Advisors is not an investment consulting company and does not recommend investments under our service offerings, but we do consult with startups. Although we cannot act upon this information, we like to read of the successes of startups. Better returns from startups means that the industry is doing well in its analysis of companies and the transparency of the business plans. Capital West Advisors is involved in business planning and capital introduction, so we are available to discuss these offerings for all of the future successful entrepreneurs looking for guidance.