Case Studies

Industry : Hospitality


Function :Growth, Fundraising Advisory

A chain of quickly growing quick service restaurants was seeking to expand their business by entering multiple locations and preparing for franchise. They engaged our team to put together a plan for the franchise including a pricing and investment model, creation a financial model, and materials for their capital raise.

Industry :Hospitality


Function :Growth

A private equity fund was seeking to tighten its investment thesis around acquiring lower middle market hospitality companies in the South. The team at Pro Business Plans team assisted to put metrics in place for acquisition of the platform and post-merger integration strategies.

Industry :Hospitality


Function :Growth

A chain of bubble tea stores engaged the Pro Business Plans team to put together a strategy, budget, and financial controls to help them expand into poke. The Pro Business Plans team analyzed multiple scenarios to structure the entrance and worked with the management to identify the best approach forward.

Industry :Retail & eCommerce


Function :Risk Management

A large private label seller on Amazon was seeking assistance with budgeting and cash flow management to improve profitability after facing a number of challenges with increasing costs and competitive pricing. The team at Pro Business Plans put together a budget and expense system to help them more effectively manage cash flow and sustain profitability.

Industry :Retail & eCommerce


Function :Risk Management

A prominent investor was seeking to add a chain of retail liquor stores to his portfolio and sought the assistance of the Pro Business Plans team to assist him. The group analyzed each opportunity, identified key risk areas, and assisted in putting together a strategic plan for expansion.

Industry :Retail & eCommerce


Function :Growth

A Polish flavored beverage founded in 1996 was seeking to enter the Middle-East market. The Pro Business Plans team worked with its contacts in the UAE to put together a market-entry strategy, marketing budget, and competitive analysis to help them effectively enter the region.

Industry : Retail & eCommerce


Function : Fundraising Advisory

A niche eCommerce company specializing in the luxury watch market was analyzing their options for an exit strategy or raising equity from venture investors. The Pro Business Plans team worked with them to analyze each option and then prepare for an immediate term capital raise.

Industry : Healthcare


Function :Fundraising Advisory

A fast growth healthcare technology startup was seeking to prepare for its Series B round. The Pro Business Plans team helped them to determine key performance indicators, conduct due diligence, and assist management in preparation for the raise.

Industry : Healthcare


Function : Growth

A custom curated vitamin company that sold specialized vitamin combinations for users based on their medical requirements was seeking a financial plan and strategy to keep up with modern startups – the Pro Business Plans team helped to conduct a detailed competitive analysis and analyze potential go-to-market strategies for the positioning.

Industry : Healthcare


Function : Growth

A healthcare company was seeking to form a strategic partnership with a hospital and required the assistance of the Pro Business Plans team to assist them. The team build a custom financial model and agreement outlining the terms and assisted them to negotiate the deal.

Industry : Healthcare


Function : Growth

A Middle-East based pharmaceutical company was awarded exclusive licensing rights for a medication in the region. The Pro Business Plans team supported the group to put together controls and systems to support the licensing, as well as advising on their intended capital raise.

Industry : Technology


Function : Growth

An enterprise SaaS company was preparing for its Series B round and needed support with budgeting, implementing financial controls using SaaS KPIs to meet investor expectations, and analyzing the company’s long-term objectives. The Pro Business Plans team worked with management to put together a post-financing strategy and advise on identifying a permanent controller.

Industry : Technology


Function : Risk Management

A FinTech startup was having cash flow constraints and needed to put together a revised budget, system controls, and an immediate term action plan to avoid liquidity challenges. The team at Pro Business Plans collaborated with management to formulate and execute a strategy to restructure the company to help to avoid a cash flow crisis.

Industry : Technology


Function : Fundraising Advisory

An artificial intelligence enterprise software startup was seeking to prepare for their Series A round. The team at Pro Business Plans assisted them by creating a financial model, pitch deck, data room, and conducting a valuation for their raise to assist them in negotiations with several prospective investors.

Industry : Technology


Function : Growth

An eSports analytics company was seeking to better manage its investment and create financial controls to help management meet top line objectives. The team at Pro Business Plans put together a budget, identified industry benchmarks and KPIs, and closely coordinated with the executive team to execute on the budget to position the company on a path to long-term profitability.

Industry : Manufacturing


Function : Growth

A German manufacturer of industrial equipment was seeking to aggressively expand its North American operations and engaged the team at Pro Business Plans to research multiple options to reach revenue targets. An immediate term strategy was done by analyzing competitors and introducing a new business unit with an intermediate term M&A strategy identifying Canadian targets.

Industry : Manufacturing


Function : Growth

A Chinese textile manufacturer was seeking to enter the United States market and needed financial support creating a budget and market entry strategy. The team at Pro Business Plans worked with the family owned business to conduct a detailed market analysis and put together a lean operational budget for a sales office, while establishing controls and communications systems with the China based headquarters.

Industry : Manufacturing


Function : Fundraising Advisory

A Canadian private equity fund was seeking co-investment to acquire or start a private label baked noodle manufacturing facility. They engaged the team at Pro Business Plans to conduct analysis on the North American baked noodle market, created a buy versus build analysis, and organized an investment offering for their capital raise.

Industry : Manufacturing


Function : Risk Management

A manufacturer of cleaning chemicals was seeking to organize a budget and financial controls to better help them manage costs and risks. They engaged the team at Pro Business Plans to put together a strategic plan to assist them in achieving profitability. A revised budget was created, better tracking systems implemented, and financial restructuring to more effectively manage risk.

Industry : Logistics


Function : Growth

A Canadian last mile logistics company was seeking to expand its business into the United States market and engaged the Pro Business Plans team to determine multiple options from M&A to strategic partnerships and business unit creation. The team closely analyzed each option, build a separate financial model, and presented it to management. Later, it assisted with implementation by identifying prospective acquisition targets.

Industry : Real Estate


Function : Growth

A family office investing in the multi-family real estate market engaged the team at Pro Business Plans to assist them in putting together a strategic plan to structure and finance co-investment for its portfolio. The team at Pro Business Plans analyzed their historical portfolio and provided support to assist them in analyzing various financing structures to arrive at the most appropriate cost of capital aligned with their requirements, in addition to establishing financial risk metrics.

Industry : Financial Services


Function : Fundraising Advisory

A merchant cash advance (MCA) fund was seeking a wholesale credit facility with co-investment rights and needed to structure the cost of capital, conduct an overall market analysis on the MCA market, and prepare marketing materials for the prospective investors. The team at Pro Business Plans analyzed the company’s portfolio, worked with them to structure the offering, and structured KPIs and internal controls to help them manage risk.

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