Business Advisory

Review and provide feedback on business plan:

Business: [company description]
Stage: [startup, growth, mature]
Plan sections: [what's included]
Purpose: [fundraising, operations, partnership]
Audience: [who will read it]

Review framework:
- Executive summary (compelling?)
- Problem/opportunity (clear and sizeable?)
- Solution (differentiated?)
- Market analysis (credible?)
- Business model (sustainable?)
- Go-to-market strategy (realistic?)
- Competitive advantage (defensible?)
- Team (capable?)
- Financial projections (reasonable?)
- Use of funds (appropriate?)
- Risk analysis (thorough?)
- Strengths of plan
- Weaknesses and gaps
- Recommendations for improvement
- Investor/reader concerns to address

Conduct financial health assessment for [company]:

Company: [name]
Industry: [sector]
Size: [revenue/employees]
Financials: [summary P&L, balance sheet, cash flow]
Concerns: [what prompted review]

Financial assessment:
- Revenue trends and quality
- Profitability analysis (gross, operating, net)
- Cash flow analysis
- Balance sheet health
- Key financial ratios
- Working capital management
- Burn rate (if applicable)
- Runway analysis
- Debt levels and coverage
- Financial risk indicators
- Comparison to industry benchmarks
- Red flags identified
- Strengths to leverage
- Recommended actions (prioritized)
- Financing needs

Develop market entry strategy for [company entering market]:

Company: [name and current business]
Target market: [geography/segment]
Offering: [product/service]
Objective: [goals for entry]
Resources: [investment available]
Timeline: [entry timeframe]

Entry strategy:
- Market opportunity assessment
- Entry mode options (export, licensing, JV, acquisition, greenfield)
- Recommended entry mode with rationale
- Market positioning
- Go-to-market approach
- Distribution strategy
- Pricing strategy
- Regulatory and legal requirements
- Localization needs
- Partnership requirements
- Resource and investment plan
- Risks and mitigation
- Success metrics
- Phased rollout plan
- Exit criteria

Analyze M&A opportunity:

Target: [company being acquired]
Acquirer: [company acquiring]
Rationale: [strategic logic]
Deal type: [acquisition, merger, asset purchase]
Industry: [sector]
Deal size: [value range]

M&A analysis:
- Strategic fit assessment
- Synergy identification (revenue and cost)
- Synergy quantification
- Integration complexity
- Cultural compatibility
- Key person dependencies
- Customer/contract risks
- Technology/IP assessment
- Valuation perspective
- Deal structure considerations
- Integration planning approach
- Risk factors
- Deal-breakers
- Negotiation leverage
- Recommendation (proceed/pass/renegotiate)

Build valuation model for [company]:

Company: [name and description]
Industry: [sector]
Stage: [maturity]
Purpose: [fundraising, sale, planning]
Financials: [historical performance]
Projections: [future outlook]

Valuation approach:
- Valuation methodologies (DCF, comps, precedents)
- DCF model structure
- Revenue projections and assumptions
- Cost structure and margins
- Working capital requirements
- Capex needs
- Free cash flow calculation
- Discount rate determination (WACC)
- Terminal value calculation
- Sensitivity analysis
- Comparable companies analysis
- Precedent transactions
- Valuation range
- Bridge to market value
- Value creation levers

Create due diligence checklist for [transaction type]:

Transaction: [investment, acquisition, partnership]
Industry: [sector]
Deal size: [value]
Risk profile: [low to high]
Timeline: [DD period]
Focus areas: [specific concerns]

DD checklist:
- Business (market, customers, competitive position)
- Financial (historical performance, projections, working capital)
- Legal (corporate structure, contracts, litigation)
- Operational (processes, capacity, supply chain)
- Technology (systems, IP, technical debt)
- Human capital (organization, key employees, culture)
- Commercial (sales pipeline, customer concentration)
- Regulatory and compliance
- Environmental (if applicable)
- Cybersecurity and data privacy
- Red flag identification
- Confirmatory vs exploratory items
- Document requests
- Interview list
- Timeline with workstreams

Develop exit strategy for [business owner]:

Business: [description]
Owner objectives: [goals for exit]
Timeline: [when they want to exit]
Business value: [estimated value]
Succession: [successor identified?]
Dependencies: [owner involvement]

Exit planning:
- Exit objectives and priorities
- Exit options (sale, family succession, management buyout, IPO, liquidation)
- Readiness assessment
- Value optimization opportunities
- Business preparation timeline
- Financial planning for owner
- Tax efficiency strategies
- Transition planning
- Documentation requirements
- Advisor team needed
- Buyer/successor identification
- Deal structure considerations
- Timing optimization
- Risk mitigation
- Post-exit plans

Develop turnaround strategy for [distressed company]:

Company: [name]
Industry: [sector]
Crisis indicators: [symptoms]
Cash situation: [runway]
Stakeholders: [creditors, investors, etc.]
Constraints: [limitations]

Turnaround plan:
- Situation assessment (severity)
- Root cause analysis
- Stakeholder analysis and management
- Cash crisis management
- Quick cash generation actions
- Cost reduction initiatives (prioritized)
- Revenue stabilization and growth
- Operational improvements
- Financial restructuring needs
- Management and governance changes
- Communication strategy
- 100-day plan
- Key milestones and metrics
- Risks and contingencies
- Return to viability path