Services

“Good fortune is what happens when opportunity meets with planning.”

Thomas Edison, inventor
We provide a range of services whose outcomes are measurable and that meet or surpass our client’s expectations. We offer services in the areas of Business Plan Preparation, Market Research, Financial Forecasting, the creation of Due Diligence Materials and Business Valuation.
Sullivan & Associates Ltd.

Our Key Services

Business Plans

The key to a successful business plan is preparing it while keeping the end reader in mind. A business plan written to raise capital is very different than a business plan being used as an operational template or for an immigration application.

A business plan is not a simple checklist of fill in the blanks.  A good plan is a comprehensive look at many aspects of the business including; products & services, the industry, marketing & sales plan, financial analysis & projections, management, competition and important operating procedures.

Preparing a business plan is an evolutionary process.  It is not possible to “complete” one section before starting another, as each area relies heavily on the strategies and information developed in other areas.

Market Research

This can involve analyzing current and potential markets as well as gathering information on customers, competitors and industry.

Financial Forecasting

Our forecasts are carefully crafted to provide clarity (not confusion) for the reader and to allow our clients to try different financial scenarios depending on any of the various factors that affect their revenue and expenses.

Business Proposals

We help you articulate your strengths and services and translate that into how you best meet your prospective client’s needs and challenges. While business proposals can take the form of a less-structured proposal letter, they are often long documents that might include anything from engineering specifications to equipment lists to project staffing.

Business proposals can be as short or as long as necessary to communicate required information.

Business Valuation

A business valuation is a general process of determining the economic value of a whole business or company unit. Business valuation can be used to determine the fair value of a business for a variety of reasons, including sale value, establishing partner ownership and taxation. We use a several valuation methods in each report, providing a slightly different picture of the company, rather like photographing a building from different angles. Alone or in combination, they yield an estimate of the company’s worth.

Due Diligence

A Due Diligence package presents to a potential buyer or investor the majority of materials required for them to accurately understand the nature of their acquisition or investment.  Sullivan & Associates work with businesses wishing to sell or raise funds as well as working with potential buyers to review their proposed investment.

Are you looking to take your business to the next level?