AMIT JAIN CONSULTING

Professional Business Plan Writer Business Planning

Financial Modeling Strategic Mapping

CREDENTIALS

• Independent Contractor for multiple boutique consulting firms and organizations • Written of hundreds business plans, several of which received funding from VC firms. Plans are constructed for:

• seed capital and multiple rounds of funding • business concept development • business process improvement • strategy development

• Creation of supplementary marketing implementation plans, executive summaries, strategy maps, operations budgets, prospectus and marketing collateral

•UCLA Extension (2011-Present) •Los Angeles Community College District (2010-Present) •Artilient (2008-09) •IRA Network (2008) •cpSphere (2007) • MBA Plans, LLC (2007)

•2005 Graduate Student of the Year (MBA – Loyola Marymount University) • Amit Jain Consulting (AJC) has been working with entrepreneurs and small businesses since 2005.

Amit Jain is a serial entrepreneur and small business owner with successful business acumen in multiple industries. He has a diverse background with ability to be versatile for various business scenarios and industries for consulting and business planning.

AFFILIATIONS

The Indus Entrepreneurs Los Angeles South Asian Business Alliance Network Los Angeles Venture Association L.A. Bankers Socaltech.com California’s Green Workforce Coalition Green W.E.S.T. Alliance United States Green Building Council – Los Angeles (USGBC-LA) West Coast Motion EcoTuesday Green Drinks LMU-MBA Alumni Association Young Jain Professionals Southern California Venture Network SCORE

Extensive network consisting of trusted professional service providers, executives, entrepreneurs, inventors, innovators, business leaders, public figures, and professors where expertise has been mutually shared.

BUSINESS PLANNING INTRO

A business plan consists of a set of detailed elements that describe what a business does, or will do to be profitable, including the detailed financial outlook. A business plan is designed to map out the course of a company usually between 3 to 5 years. The purpose of a business plan is to:

• Raise capital

• Improve current operations

• Strategically plan goals, objectives, and allocate resources

• Forecast future business and evaluate risk

• Align stakeholders with all aspects of the business uniformly

AJC BUSINESS PLANNING PROCESS

Market Research

Financial Modeling &

Planning

Strategy Development & Enhancement

• Performance-led marketing

• Long-term asset planning

• Balanced Scorecard

• ROI (Return On Investment)

Develop a theory for the marketplace where assumptions can be made for financial model.

• Market research

• Industry and product analysis

Startups will know gaps in the marketplace what potential margins and costs will be for a precise potential value.

• Identify potential partners, suppliers, joint ventures, etc.

• Proof of Concept

• Feasibility Study

Realistic market assumptions are used to create financial projections along with all financial documents.

• Financial models for investors

• Valuation for bridge financing, turnaround, and inventory factoring

• Market pricing analysis

• Cost and expense analysis

• Balance Scorecard

Services are beneficial for pre-startups, startups, small businesses looking for capital, and looking to realign strategy with growth.

DELIVERABLES AND PRODUCTS PROVIDED

• Pinpoint potential partners, suppliers, alliances, and joint ventures for stability.

• Focused marketing resources for maximized ROI.

• Scalable strategy for growing business with an end goal.

• Prepare and verify financial documents to instill confidence in investors.

• Provide analysis and implementation plan to improve and allocating cash and resources appropriately.

• Valuation for bridge financing, turnaround, and inventory factoring.

• Competitive analysis to uncover competitive advantage and gaps in the marketplace.

Business Planning Strategy Marketing Financials

Feasibility Study

Strategy Map

Balanced Scorecard

Business Realignment

Marketing Strategy

Marketing Implementation Plan

Marketing Budget

Dynamic Financial Model for forecasting

Pro-Forma Financials

Term Sheets

• Long-term asset planning.

• Risk analysis to gauge possible threats and weaknesses in client’s approach.

• Theory-tested business models.

BENEFITS TO YOUR CLIENTS AND YOUR NETWORK

• Referral Fee paid to you

• Your interests are protected, whether you are a service provider, a prospective investor, or a friend.

• A successful client means a grateful client, customer or friend.

Case Study: Software Startup seeks funding

Background: Web-based software start-up provides comprehensive

business management and operational tools for a nationwide, niche

market of martial arts instructors, yoga, dance, and fitness studio owners

and operators.

Issue : Startup team had invested sweat equity into developing software

but had no sales and marketing program to reach target market. Client

was in need of immediate funding and required a formalized business plan

to pitch to investors.

AJC: Performed a thorough competitive analysis to determine software’s

place within the market in order to establish a price point. Devised a sales

& marketing program that supported software development.

Result: Company received funding requirements from the bank and has

since been in business over the last 4 years.

Case Study: Clinical Trial Consulting Firm looking for new direction

Background: Client began the company specializing in phase 2 and phase 3

clinical trial data management for medical devices. Recently, they developed

a user-interface for Oracle Clinical software, which is used by all companies

monitoring clinical trials.

Issue: Client’s main consulting engagements were reliant on one major

source company hiring the client. Client’s management wanted to grow the

business, lessen the dependency on only one source, and therefore needed

to add to their core competencies to become a clinical research organization

to gain more clients. To do this, they required a brand identity change.

AJC: I created a focused business plan for growth strategy based upon new

brand identity. Important objectives included personnel plan to hire specific

talent, revenue growth strategy, and leveraging Oracle Clinical macro tool as

IP to market to new clients.

Result: Company grew remarkably in 3 years. In first year after

implementation, revenues grew by 80%.

Industries Serviced

• Real Estate

• Insurance

• Social Media

• Construction

• Fitness and Wellness

• Assisted Living

• Nursing

• Automotive

• Financial Services

• Restaurant & Coffee

• Entertainment

• E-Commerce

• Retail Products & Services

• Food & Beverages

• Clothing & Apparel

• Non-Profit

• Software

• Fitness

• Healthcare

• Clean Technology

Included but not limited to:

REFERRAL PROCESS AND BENEFITS

For all referrals, at least 10% commission on all fees collected from client to the referral source.

YOU: Refer potential client

to Amit Jain Consulting (AJC)

AJC:

Complete FREE business assessment with potential client

AJC and Client:

Set project plan and proposal

AJC:

Complete deliverables

Client:

Best positioned to succeed.

YOU:

Referral Fee* is sent to you

Fees Range typically from $1,500 - $5,000 depending on existing documents, scope of the project, and amount of time to finish. The general process takes 1 week to 3 months.

Expertise Proven track-record in supporting startups and small businesses build, present ,and receive funding for well-thought, scalable business models and strategies from small to large investors.

One-on-One Consulting Collaborating with clients throughout the business planning process to develop business models that align client’s vision and core competency with market needs.

Knowledge in Fundraising Developed financial packages for investors for the purposes of bridge-financing, microloans, seed funding, in multiple rounds. Funding ranging from $2.5K to $10M.

Custom Deliverables Deliverables are created from scratch in whatever format is deemed necessary to exceed expectations of the client.

Fastest Turnaround Team can take existing documents and notes from teleconferences and in-person meetings and turnaround a business plan within 1 week.

MY VALUE PROPOSITION

Virtual Collaboration Team can work remotely and be accessible at anytime via email, phone, and webconferencing to discuss and collaborate.

THANK YOU

For any questions, samples of deliverables, and references, please contact:

Amit Jain

(310) 901-0709 amitjain310@gmail.com