Business Planning Services

The IRA Network provides business plan preparation, project evaluation, and the capital resource services necessary to start or expand your business

How The Process Begins

IRA will provide:

A free telephone consultation to briefly discuss your project and an overview of our services. We will then send you our complete literature package which contains a project questionnaire. After you complete the questionnaire, please return to us, with any other information, documentation, summaries, plans, etc. After reviewing your information, we will provide you with a follow-up consultation which includes a comprehensive review, evaluation of your project, and plan of action. (See our Service chart below) If you require additional services in preparation of funding, we will provide you with an in depth proposal.

A Business Plan, on average, will take up to 30 days to complete, unless stated otherwise, provided all sufficient information needed is provided to IRA by the client on a timely basis. The client must make payment in full prior to delivery of the completed business plan. Payment terms may be arranged.

Business Services Fees

We charge a nominal flat fee to prepare, review, research, edit, revise, or enhance your business plan. Additionally, we charge a finder's fee on any funding obtained through capital loans** originated through the IRA Network, Our compensation is based on the amount of capital and funding source. That's why we are always looking for businesses with a good ideas, the right market, and competent management - businesses that we feel, based on our 25+ years of experience, will get funded. IRA will evaluate your project to determine its viability and funding potential. If your project qualifies and we agree to take it on, you must agree that our relationship is disclosed on the settlement statement as the referring broker to the lender on behalf of the principals.

Service Description

• Introductory telephone call for information (includes in-depth description of services)
  
  Initial Business Consultation Service:  No Cost or Obligation

• IRA will analyze your documents and provide a comprehensive initial consultation of your project's funding potential and capital requirements. Includes:

1. Discussion of the following:

• Industry overview
• Business model
• Your marketing strategy
• Value proposition
• Exit and payback strategy
• Use of proceeds
• Management capabilities
• Project hot buttons
• Company's financials

2. Funding Options
3. Plan of Action
4. Proposal for any additional business services, if required.
5. Distribution of preliminary information. Your project questionnaire will be profiled according to business type, category, size, and stage of project. It will then be distributed amongst our nationwide IRA Network of Associates to acquaint them with your project's attributes.
6. Once your business plan is completed, or if it is complete when we receive it, it will be subject to review by our project evaluation committee. In the event you do not have a business plan or you are in the early stages of preparing one, IRA Business Development Professionals will help you write, enhance or complete your plan. Once your plan is approved, your business project will be summarized and profiled according to business type, category, size, stage, and type of project. We will then provide you with various lending and venture capital options including our extensive database of highly respected venture capital resources and contacts who specialize in start ups and mezzanine level financing. You may contact these firms directly and/or we can refer you to an IRA Network licensed securities broker dealer associate who can assist you in the critical capital formation and raise up phase.

Fee Schedule

As compensation for originating lending sources for clients, IRA shall be compensated based on the following formulas:

•Fees for originating loans of under $1,000,000:

•Fees for originating loans of over $1 million:

Any subsequent funding arising from the above referenced sources will also be subject to similar compensation fees over a three year period, from the time of the original capitalization.

The above referenced funding sources may also require a fee for financing that is arranged independent of our due diligence and referral compensation fee. Therefore, the total client funding fee requirements may consist of fees from a combination of sources. No compensation is earned unless a client accepts funding from a IRA referral. As a third party referring entity, IRA cannot and does not guarantee the funding, terms, conditions, or actual details of the funding requirements.

Additional Services

• Editing or enhancing your existing plan: A review of your current plan may reveal that only a minimum level of service is needed.

Fee Range: $500 and up + percentage of funding outlined above

• Executive Summary. Often the only service required is an overview (or Executive Summary). This is the format that investors prefer when initially considering your project.

Fee Range: $1000 and up + percentage of funding outlined above

• Prepare, write and package your company's business plan. We charge a nominal fee to prepare, write, and package your business plan, depending on the size, scope, and complexity of the project and the information you provide. We will quote you in writing after reviewing your project. We will cooperate in establishing an affordable payment plan.

Fee Range: $1000 and up + percentage of funding outlined above

• Optional: Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options.

Fee Range: $1,500 and up + percentage of funding outlined above