A business plan is an essential roadmap for business success. This living document generally projects 3-5 years ahead and outlines the route a company intends to take to grow revenues, profits and generate return to investors.
Business plans are frequently used by companies to provide support in their decision making, as well as to provide banks / investors with rationale for providing financing to a company.
Business plans need to be comprehensive and need to include:
- business model and opportunity,
- market research,
- benchmarking and competition overview,
- sales plan,
- CAPEX plan,
- past performance,
- financial forecast, with a focus on cash flows,
- exit opportunity for investors / debt service plan for banks.
Preparation
- Introductory meeting
- Product or service identification
Environment analysis
- Industry and market potential analysis
- Analysis of competitiveness
Business model
- Marketing plan
- HR plan
- Sales plan
- Procurement plan
Financial plan
- Highlighting key risks and problems
- Financial plan
Acquiring financial assets
Contact
Send us your request or contact one of our advisers directly. Together, we will study the possibility of cooperation.
Jernej Samec
Partner
Marjeta Koščak
Partner
News
Latest news
Sale of Engrotuš to Fortenova's Mercator successfully completed
KF Finance, acting as a financial advisor to the owners of the company, has successfully completed the sale of Engrotuš.
40th Financial Conference
Matjaž Filipič took part in a panel discussion on the topic of future investment management at the Financial Conference.
DMI Career Fair
Again this year, we presented ourselves to the students of the Faculty of Economics in Ljubljana at the career fair.
Matjaž FIlipič, guest on podcast
Matjaž Filipič, as a guest on the podcast, talked about his experiences, fund management and expectations for 2023.
New Year card
Happy New Year!
The sales process of the company Tinex has been successfully completed
KF Finance successfully completed the sale process of Tinex d.o.o.
Sale of Serbian leasing company to NLB Group successfully closed
KF Finance, as the exclusive financial advisor, successfully completed the sale of Zastava Istrabenz Lizing.
Successfully closed the sale of shares of PETROL d.d., Ljubljana.
KF Finance, as a financial advisor to NKBM d.d., successfully completed the sale of 25,985 (1.24 percent) shares of PETROL d.d., Ljubljana.