Business & Strategic Planning

Monashee can guide you in the preparation of a formalized business plan to assist the growth of the business or as required for presentation to bankers/investors.

Monashee M&A

Business and Strategic Planning

A business plan is a comprehensive document that outlines management’s mission, objectives and roadmap to meet the operational and financial targets it has established. The business plan plays a key role in the ability to obtain financing through a bank or private capital source. It is also a critical element sought by the acquirers of businesses and therefore represents a key value creation opportunity.

Monashee can assist business owners in the preparation of an appropriate business or strategic plan. This is typically done through structured facilitation meetings involving the senior members of the management team. Plans typically incorporate the following:

  • Description of the business
  • Market and or industry analysis
  • Sales, competitive analysis and estimated market size
  • Strengths, Weaknesses, Opportunities and Threats analysis
  • Design and development plans
  • Operating and Capex plans
  • Key Management and Organizational structure plan
  • Critical path analysis
  • Critical risks and issues identification
  • Financial forecast and model

Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for expertise and guidance that was provided. We felt that Kevin always had our interests at heart.

Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia

Kevin has been a supportive board member and advisor to us for Ryan Mortgage Investment Fund and we continue to grow with assets under management exceeding $40 million.

Kurt Wipp, Owner, Alpine Credits, Delta, British Columbia

Monashee’s professional experience and disciplined corporate governance has helped position our business to become the new technology leader in molded plastics packaging. The added professionalism has assisted us to secure new business with Fortune 500 customers.

Scott Molnar, President, YGrene Technologies Inc., Burlington, Ontario

We have used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.

Mark Schnarr, President and CEO, Alpha Technologies Ltd., Burnaby, British Columbia

Monashee advised us through our successful acquisition of Outback Power Systems, from the preparation of the LOI through leading our due diligence process and negotiating the final agreements. Kevin provided structure and discipline during the acquisition and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end.

Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State

The guidance provided by Monashee has facilitated our ability to obtain appropriate growth financing for our business and has also allowed us to begin to position us for an appropriate succession plan in the future. We understand that if we treat succession as a process and not an event, we will achieve the best outcome.

Chris Giffin, CEO, Giffin Koerth Forensic Engineering, Toronto, Ontario

PSVI was able to provide us bridge financing in a timely manner during the sale of our business

Martin Carsky, Former CEO, Cryopak Industries