About Us

About Us
We at Bargain Business Plan have worked directly with thousands of entrepreneurs and business owners like you to develop and execute strategic business plans.

Contact Info

303 Glenoaks Blvd Suite 200 Burbank, CA 91502

+1 (800) 866-9971

info@bargainbusinessplan.com

Private Placement Memorandum

3K
Total Projects Worldwide

Our Business Plans

Seek private investment capital with a PPM.

When starting a new business, there are many ways to secure funding, from banks and financial institutions to government grants to private investment capital. As you work to secure a private investment, more may be required than just your business plan. One thing you’ll need to consider is a private placement memorandum (PPM).

Professional Private Placement Memorandums

Because private placements often involve equity or debt offerings, but is still private and not public (requiring an IPO), it is common to have a lawyer involved and be prepared to present a private placement memorandum. A private placement memorandum is submitted in addition to your business plan, and it offers a more in depth look at your business, operations and financial projections.

Included in a PPM are: the nature of the business, the terms of the investment, the management structure/team and the potential risks of making the investment. There are no strict rules about the format, but an expert can help you figure out the best way to present the information.

How a PPM Can Help

A PPM is used by you, the private business owner, to secure funding from outside investors. The document is a thorough addition to your business plan, answering questions and giving them the information they need to be able to better understand you, your business and their potential investment. The more thorough it is and the better it proactively answers questions investors will have – like how you plan to make money (their money) back and where you plan to be in the future – will ensure they are able to make a decision that is in your favor, securing an investment for the start of your business.

Some of the questions you should explicitly answer in your PPM include:

Use of the investment: Why do you need their money? How will you use it? You can explain if you need it for research and development, technology, or other expenses.
Risks involved in the investment: What negatives are there about investing in your company? Do you have existing debt? Is it a really competitive market? Explain any concerns and challenges you face that could impact their investment.

Get an Expert’s Help

A PPM and a business plan are both important to securing funding through investments, as both will be given to potential investors during meetings. Working with an expert can help to ensure that your documents include all the necessary information, are easily understandable and in the right format, and answer any questions an investor may have. Experts have created other PPMs and have received past feedback, which can help them be able to ask you for all the information that investors are currently asking for.

The business plan experts at Bargain Business Plan work with each business owner individually to craft customized plans and memorandums for investors, financial institutions and partners. These plans are documents you are able to use as you seek funding to launch your business. Get a free consultation today.

Get Started

    Choose Your Perfect Plan

    Our Business Plan Packages meet the needs of most businesses including: Startups, Early Stage Ventures, Nonprofits, & Franchises.
    We also offer custom quotes for those who need additional services.

    Bargain

    SBA 7(a) Loans, Micro Loans, Lean Startups & Landlords
    • BANK & SBA READY
    • MONEY-BACK GUARANTEE
    • 3 YEARS FINANCIALS
    • RESEARCH & ANALYSIS

    Economical

    SBA 7(a) & 504 Loans, Nonprofits, Franchises & Investors
    • DETAILED MARKET RESEARCH
    • 5 YEARS FINANCIALS
    • MARKET PLAN
    • TARGET MARKET ANALYSIS

    Optimum

    Strategic Business Plan for VC & Angel Investors
    • VC & INVESTOR READY
    • 5 YEARS FINANCIAL MODEL
    • MARKET RESEARCH & ANALYSIS
    • SWOT ANALYSIS
    • EXIT STRATEGY

    SERVICES

    What to Expect

    Services Included In Every Plan We Prepare

    CONSULTATIONS

    During the development of your business plan, we assign one of our MBA writers to work with you 1-on-1 to discuss and implement your ideas. The writer will also provide..

    MARKET RESEARCH

    Market Research is essential in a business plan. We have partnered with the most reputable market research firms in the country to make sure the research contains real-time data that..

    INDUSTRY ANALYSIS

    Industry analysis includes a thorough investigation of your sector to determine any trends or patterns in your industry. With our partnerships with the best market research firms available, we are..

    MARKET STRATEGY

    Our team will develop a strategic marketing plan through research and exploration to illustrate new opportunities to reach your target market and outshine your competitors.

    FINANCIAL MODEL

    Whether you are an established business or a startup, ensuring you have a well developed financial model and projections in place are essential when presenting the business plan.

    DESIGN & DELIVERY

    Once the plan is finalized, our professional graphic designers will provide a stunning finished product of the plan for you to distribute to lenders and investors.

    Discover Our Process

    Since 2008, we have perfected the process of creating a quality business plan. The following process has resulted in our client’s spending 60% less time reviewing their plans and instead able to invest this time into their actual business.
    01

    Initial Consultation

    Discuss your overall goals with our Consultant. Complete the questionnaire and initial payment to get started.
    02

    Development

    Work directly with one of our MBA Business Plan Writers to discuss and develop your business plan.
    03

    Draft/Revision Period

    Once you receive the draft you will have the opportunity to provide feedback to our team to finalize the business plan.
    04

    Design & Delivery

    Once the plan is finalized, our graphic design team will design, print (optional) and ship the plan for you to distribute.
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    What Our Customers Have to Say

    #1 Business Plan Company

    Our approach is simple. We take the time to get to know our clients, so that we can effectively develop a custom business plan which will meet your needs. Whether you’re in the conception stage of your business or expanding your brand to a new market, our team of business plan writers and consultants will work to ensure you’re in position to succeed.




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