Dive In.

01 

ASSESSMENT

We first utilize our strategic research, interview and observation methodology to conduct an in-depth business model assessment.

02 

PLANNING

By identifying key strengths and areas of opportunity we work with your team to develop a systematic success strategy for your business.

03 

IMPLEMENT

Once we have executive buy-in, we oversee the implementation process from start to finish working with you to achieve success.

04 

EFFICIENCIES

We monitor Key Performance Indicators at 3-week intervals, adjusting strategies as needed.

95+

YEARS OF EXPERIENCE

The Boardwalk Advisors team provides expertise in packaging and positioning companies that are currently experiencing growth and ready to attract capital. We listen to you to gain an in-depth understanding of your product and vision for future growth. Then we combine our collective 95 years of experience, thousands of hours of qualified research, and an extensive library of business models to develop your vision and create a customized set of tools just for your business.

BUSINESS PLANS

Tell your story. Lean. Focused.

Preparation of certified business plans including research of market size and industry trends, identifying key strengths in the business and creating innovative growth strategies. If your company is serious about raising capital now and setting the stage for future financing rounds, a certified business plan incorporates each of the key aspects of your company’s business model in a professional document including clearly stated company vision, market research, industry analysis, growth strategy, competitive analysis, and sales & marketing plan.

FINANCIAL FORECASTS

Fix your financials. The right way. Bottoms up.

Our financial forecasting models are realistic and include sales plans that scale appropriately, maximize company potential, reflect true profitability and reasonable corporate overhead. Financial projections demonstrate profitability and scalability to investors and lenders by including five-year summary and detailed cash flow forecast, visual & graphics, staffing detail, and sensitivity analysis.

SLIDE DECKS

Say more with less. Succinct scripting.

Design and preparation of powerful presentation slides that communicate your vision, highlight your company’s strengths and clearly define what sets you apart from the competition. Generating a message that ensures that your audience understands your value proposition. Our slide decks deliver your company’s success story so that investors and lenders will understand your investment opportunity.

COACHING

Guidance through the fundraising process. One step at a time.

After their documents are completed, many of our clients stay on with us at Boardwalk to take advantage of our coaching and strategy services. We outline a strategy for approaching investors, work with you to put together a fundraising roadshow, and then hold your hand throughout the fundraising process through coaching and continued strategy sessions.