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  Creating Wealth From Innovation
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MARKET ASSESSMENT | SALES PLAN | INTERIM VP SALES  | BUSINESS PLAN | INTERIM CEO


 
 

OUR METHOD

After carefully revising the market conditions, we select a business model from Integrator to Licensor, defining the key areas that add value to the business overall and presenting a suggestion as to those areas that are needed but are not part of the core competencies of the firm. Having helped several hundreds of start-ups, we realize that experience, intuition, financial analysis and creativity all play key roles in the development of a sound business plan.

Our clients are engaged in the process by proving technical and industrial/market expertise. We add the entrepreneurial and managerial skills and tools.

The Alicia Castillo Wealthing Group business plan includes:

  • Market information: clients, competition, trends, price, income projections

  • Business Model, company structure and legal frame, IP

  • Strategy: entry, lock-in and exit. Swot analysis.

  • Operations: resources, costs, timetables, expenses projections

  • Team: Key management, board and advisors if needed

  • Funding: Cash flow, balance sheet, income statement. Funding mechanism, ROI and comprehensive sensitivity analysis.

 

RESULTS

Our final paper is a set of three stand-alone documents:

  • Summary: 1-2 pages

  • Mini Plan: 10 pages (Power point presentation)

  • Business Plan: 30-40 pages business plan.

Support Information about clients, market data, and substitutes/competitors is annexed for further references. A complementary financial modeling in excel sheet is provided for follow-up analysis during the implementation.

Time to completion: 4-5 months.

Client’s commitment: 20-60 hrs

 

What to expect:

Clear expectations about the funding cycle: 100% clients

 

 

 Use at least one form of guerrilla funding: 100% clients

 

 

 Hiring an entrepreneurial CEO, that is not part of the inventors team: 90% clients

 

 

No need for venture capital to enter the market: 90% clients

 

 

Incorporating key partners (as team or other companies):

32% clients

 

 

See testimonials

In 2005 Alicia Castillo worked with my company, BioSonics, Inc., to develop a business plan for our Aquaculture Feeding Monitor product. Alicia came to our offices in Seattle Washington and interviewed members of our staff and toured our facility to achieve a good understanding of our companies’ capabilities.  Our product is unique in that it was developed in the United States but will have a market launch focused on the Chilean Salmon Farming Industry.  Alicia’s vast experience in the business practices of both countries was invaluable in the creation of the business plan. Her product was thorough, professional and completed on time. We are now beginning the exciting process of executing the plan and anticipate success in attracting investor financing and product launch in 2006.

Tim Acker, CEO, Biosonics, Seattle

 

 

CASE

A US based company and a Chilean Association joined efforts to develop a new  technology on acquaculture.

They needed to determine the best way to present the technology to capture the largest market and potentially secure venture capital. 

With a collaborative effort in 2 countries and incorporating 2 other teams of consultants, we finalized a comprehensive business plan.

As a result we identified:

Ideal corporate structure

 

Entry strategy (local and global)

 

Key distinctive high value propositions and complementary services

 

No need for external funding

 

Price, sales cycle and team structure locally and globally.

 

Procurement service, incorporating local suppliers in both countries

 

Declining markets where no returns could be expected

 

See more cases

 

       
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