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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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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

$500 M Venture Capital $200 M Angel Investment 10,000 + Clients

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 leading producer of entertainment content for mainstream gaming consoles approached Pro Business Plans to produce the business plan for investment and support in the financing process to raise $2,000,000.

Sector Experience

  • Beverage importers & distributors
  • Beverage manufacturers
  • Beverage brands

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