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Industry Overview

Pro Business Plans has worked with many jewelry & accessories related companies from designers to manufacturers and retailers to help them prepare plans for investment acquisition and strategy. Its experience spans across from new designer brands to large, established companies looking to expand into new markets and introduce new product lines.

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Services

Investor Materials

Working with beverage companies to prepare pitch decks, business plans, and PPM filings for raising money from banks and investors.

Financial Projections / Valuation

Preparing financial models with projections for valuation, budgeting, and risk management for management and investors.

Strategic Planning

Assisting beverage companies to determine potential markets, form distributor relationships, and create direct-to-consumer marketing approaches.

Case Studies

SBA Bank Loans     Venture/PE Capital     Strategic Planning

A major liquor store chain based in New Jersey and Connecticut recently announced the sale of several stores. Pro Business Plans worked with a New Jersey based owner of wine stores to create a SBA business plan for $15 million.

Pro Business Plans worked with a commercial real estate company and bank to determine the feasibility of a family entertainment center based in Florida. The $68 million investment offered a debt/equity hybrid.

A subsidiary of a leading gaming producer focusing on content development for an entertainment console approach Pro Business Plans to develop a plan for a new program involving the graphic arts and gaming consoles.

Sector Experience


  • Beverage importers & distributors
  • Beverage manufacturers
  • Beverage brands

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