Services

Conrad Partners offers a wide range of services to start up companies and established small business in the San Diego and Southern California area. All of our services and pricing focus on the needs and budgets of entrepreneurs and small business owners.

Business Plan Development

A comprehensive business plan is one of the most important aspects to starting a business. It is the blueprint to building and running a successful company.

• Situation Analysis and Need/Use for Business Plan
• Drafting Business Plan Outline and Timeline
• Research (Markert Analysis, Competition, Target Market, Industry, etc.)
• Drafting of Business Plan (Executive Summary, Target Market, Competition, Strategic Marketing Plan, Operations, Financials/Proforma, Budgeting, Funding Needed, Management, etc.)
• Intital Marketing & Branding to Promote Plan (Website, Logo & Materials)
• Distribution of Plan To Investment Community
• Implementation of Plan
• On Going Review & Utilization of Plan

Business Plan Review

Many entrepreneurs develop their own business plans and need a full scale review prior to sending to investors or strategic partners. Conrad Partners provides in-depth review, analysis and recommendations for a plan.

• Review of Layout, Content, Business Model, Etc.
• Distribution to select business professional for feedback on plan
• Implementation of Recommended Changes

Presentation Creation and Preparation

Whether you’re looking to bring on investors, solidify vendors or develop strategic partners you will need a solid presentation that supports your business plan. We work hand in hand with the entrepreneur to create, edit and improve the presentations.

• Presentation and Power Point Creation
• Mock Presentations with Key Business Professional or Investors
• Evaluation and Improvement of Presentations

Funding Assistance and Investor Preparation

At Conrad Partners we have a developed network of individual, angel and venture capital investors. Once your business plan and presentation are polished we will promote your plan and business to a network of investors and business professionals. Once you have investors interested we assist each entrepreneur navigate the funding process.

• Review of Plan and Presentation
• Development of Targeted Investor List
• Marketing Materials Target Towards Investors (Visual Displays, Mockups, Etc.)
• Promotion to Investors
• Assistance to During the Investment Acquisition Process

Established Company Strategic Planning and Implementation

For any small business to be successful and stay competitive there must be a comprehensive strategic operating plan set in place.

• Review current status of your company
• Determination of the direction you would like to take the business
• Drafting of strategic plan
• Implementation of strategic plan