Capital planning for Loans, Investors and business sales

2. Preparation
for
Investment
The main evidence Investors are looking for are:
• Business plan, three year forecast and strategy
• Three years' balance sheets and cash flows
• Market strategy, research, unique selling propositions
• Competition analysis, legal compliance
• Recruitment, training and retention plans
• Potential of the management team to deliver
The business plan must be well thought out and robust, and ideally
accompanied by evidence of delivery against previous plans.
Mayfair Capital Planning can assist you in preparing the information
required to enable Investors to make informed decisions.
We will work with you to ensure your presentation is of the highest
possible standard and will address all the Investor's requirements.
The Mayfair Return On Investment (ROI) Potential Index is a clear
measurement tool which allows Investors to compare the immediate
potential of a business with their own previous experience.
Managing risk requires thorough professional investigation and
coherent, unambiguous reporting. These are the key qualities of
Mayfair's ROI Potential Index.

3. The Mayfair
ROI Potential
Index
Business ROI Potential at a Glance.
We Investigate how well the Business has prepared for growth and
high ROI. We extrapolate past performance to indicate potential for
future achievements, then scrutinize the Management team's vision,
gravitas and experience. We ask in depth questions and seek
evidence for:
Marketing Business Strategy Sales
Leadership Processes & Systems Customer Management
People Financial Management Security
Legal Management Structure Directors' Career History
Career history and personal aptitude for directing the business
through growth is discovered through a psychometric analysis, and
Mayfair's unique investigation into Skills, Experience and
Achievements.
The higher the Index result for each of the above categories, the
stronger Potential the business has for high performance at the next
level of growth.
Finally we recommend key training, consultancy and business
interventions to raise ROI Potential to the Investor's required level.

4. The Mayfair
ROI Potential
Report Format
Clarity, Simplicity and Ease of Use are central to the report format.
Our 'At A Glance' view of a Company's potential to manage current
and future growth and generate the required ROI, permits rapid and
well informed decision making.
The Index number is
supported by indicative
text from Mayfair's
standards database.
Consultants notes
from the day of
Inspection are
included for each
category.
The report
includes a
Management
Overview
with a
calculated
Overall
Company
ROI Potential
Index.

5. Business
Improvement
Consultancy
Mayfair's ROI Potential Report includes a clear action plan for
Business Improvement. The Business can therefore be prepared for
growth to the standard the Investor specifies. Mayfair delivers this
service through:
 Strategic Consultancy: Delivering professional services in vision, strategy
and operational planning; covering marketing, sales, customer
management, security, legal, processes and the Business Plan.
 Leadership Training: Strengthening the business team through
involvement, feedback, focussing on core skills, succession planning,
and creating the clear connection between company and personal
earnings.
 Executive Placement: Search and select the people who have the skills
and experience the Business will need; people who will fit in with, and
who share the vision and values of the team.
 Portfolio Management: Mayfair's exclusive selection process for highly
experienced part-time senior managers, or non-executive directors.
 Outplacement: The career guidance service for anybody leaving the
Business to pursue their own future. Ensuring that the experience of
leaving the Business is as inspiring as the experience of joining.
Investors understand risk. How that risk is managed depends on the
quality of information and support available. Mayfair's independent
investigations and professional services provide the precise focus
required.