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Business Acceleration Process

Mission: Our goal is to help emerging business owners and high net worth individuals operate more efficiently and profitably in business which allows them more flexibility in personal goals.

Welcome & Congratulations for joining the GR Advisory Services Inc (GRAS) Team! The GRAS is greener on this side!

Steps:

Week

1-2

01

Onboarding Call with Business Advisor & Project Manager.
Schedule Appointment

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02

Submit Business Consulting Payment
Schedule Appointment

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03

Complete Onboarding Questionnaire
Questionnaire

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Schedule Appointment

04

Upload Financial Documents
Schedule Appointment

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Week

2-3

05

Schedule Conference Call with assigned Business Advisor to discuss next steps
Schedule Appointment

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06

Business Plan MBA Writer /Consultant - Conference Call
Schedule Appointment

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07

Business Plan Writer Revision Call
Schedule Appointment

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08

Approve Business and graphics.
Schedule Appointment

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Week

4-7

09

Financing Onboarding
Schedule Appointment

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10

Funder Introduction, Discovery Call, and Underwriting
Schedule Appointment

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11

Marketing & Digital Onboarding
Schedule Appointment

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12

Congratulations
Schedule Appointment

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Board Services

Ongoing

13

Building Advisory Board, Executive Team and Key Business Support Team
Schedule Appointment

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14

Corporate Certification Onboarding
Schedule Appointment

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15

Client Acquisition, Retainment and Assessment
Schedule Appointment

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16

Revenue Maximization & Expense Analysis
Schedule Appointment

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Arthur Wylie Enterprises is a diversified company with subsidiaries that focus on the areas of consulting, entertainment, real estate, book publishing, and philanthropy.

Quick Links

Services

  • Co-ventures and Strategic alliance
  • Business Advisory and/or Co-ownership
Client Support

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Onboarding Call with Business Advisor & Project Manager

  1. Goal: This is an opportunity to meet your business advisor/project manager that will walk you through the client portal, onboarding process, and help answer any questions about the engagement letter.
  2. Task:
    1. Review and Sign Engagement Letter

Submit Business Consulting Payment

  1. Goal: This gives you complete access to the rest of the business acceleration process. Review the GRAS 1 Minute Video Overview , Emerging Legacy Business Acceleration Brochure with estimated timelines to your business goals.
  2. Task:
    1. Complete payment on  https://grasbiz.com/product/emerging-legacy-client/  and choose your payment option.
    2. Note: If you received a custom quote GR Advisory Services, please pay under custom inside the payment plan drop down box. If you have not received an custom approval, please contact your business advisor or [email protected]

 

Complete Onboarding Questionnaire

  1. Goal: This stage will give your business plan writer the details about your company so that he can be prepared for your discover call and complete your business plan more efficiently. This also allows your business advisor to assist you more efficiently with other business consultants, potential funders, and third-party vendors you may need during the business acceleration process.
  2. Task: Complete questionnaire so it can be submitted to your MBA Business Plan Writer/Consultant.

Upload Financial Documents

  1. Goal: This allows the process to potentially go smoother, avoid mistakes, relieve anxiety and being best prepared for a variety of funders.
  2. Documents Needed:  Any previous Business Plan, 3 years Business Tax Returns, 2 Year Personal Returns, 12-month Personal Bank Statements, 12-month Business bank Statements, Funding Client Authorization Form. (This form is needed to discuss with your potential.

Schedule Conference Call with assigned Business Advisor to discuss next steps

  1. Goal: Prepare you for discover call with your MBA business plan writer, discuss cost structure, and business credit options.
  2. Task:
    1. Have a few dates and times in mind to help efficiently set up your appointment.
      1. Make 50% Payment for your business plan.
      2. Average Total Cost $3200-$4800 Depending on Industry, Scale, and if expedited.
    2. Confirm entity you want use and state registered.

Business Plan MBA Writer /Consultant - Conference Call

  1. Goal: This is a discover call that introduces you to your business plan writer to go over your business goals and ask any questions they may have from your GRAS questionnaire you completed earlier. The overall business plan process to completion typically takes 2-3 weeks depending on your involvement and how quickly you get back revision notes to your business plan writer.
  2. Task:
    1. Schedule Business Plan Discovery Call with your “GRAS Business Advisor”.
    2. Once the call is complete, this is a good time to handle the business formation process, business tax id request (EIN) if you not registered with the state and federal government. This is a good time to start while you are waiting for the business plan writer to finish the first draft.

Business Plan Writer Revision Call

After client received first draft.

    1. Please get draft notes back to your business plan writer within 24-48 hours. Be as detailed as possible in your explanations and concerns.

Approve Business and graphics.

  1. Congratulations, you made it! This is the fun part where you will see a beautiful and professional business plan. Please make any final changes, notes, or approval. Once complete. You need to schedule a funding preparation call with your business advisor to review the next steps with potential financiers.   

Financing Onboarding

  1. This is where you will submit your application to the potential funder(s). Schedule a time with your business Advisor to give you an overview of potential funders and funding goals.
  2. Apply Here(NOTE) DON’T NOT FILLOUT WITHOUT APPROVAL FROM YOUR BUSINESS ADVISOR OR RISK IMMEDAITE FUNDING DENIAL: LiftFund Borrower Portal.

Funder Introduction, Discovery Call, and Underwriting:

  1. Goal: A call will be set up by your business advisor and your potential funder to assist with a smooth transition and to make sure they have a clear understanding of your business and funding goals.
  2. Task: Submit documents that they may need and be proactive in responding to questions. Please cc your business advisor on communication to help with any business planning or strategy questions. The process typically takes 10 days to 3-months depending on the loan amount and complexities of the business. Most of our past clients average 30-45 days if they prepare and take care of any challenges that arise during the business acceleration process.
  3. Note: Each client case is different and time constraints to do the necessary requirements by the financiers. Example: Getting another year of Tax Returns, Record of Invoices, Proof of Insurance, Proof of Business License’s, Letter of Explanations, etc. 

Marketing & Digital Onboarding

  1. Goal: To put your marketing, social media, and digital imprint into motion by executing those action items in your business plan.
  2. Task: Review your marketing initiatives with your business advisor and various potential or your current marketing consultant.
    1. Review your current digital footprint
      1. Website Host, & Web and App Developer
      2. Explore digital phone options.
      3. Explore Virtual Assistants to help expand your company and reduce your involvement in sin simple task.
    2. What to Expect: We are not the marketing consultants but will help navigate with your marketing professional you choose to help convey your business goals and marketing outreach strategy. Also, GR Advisory Services may use its in-house resources that may have synergies with its expansive relationship in the business.

Building Advisory Board, Executive Team and Key Business Support Team

    1. Discuss Monthly/Quarterly Meeting’s Pricing
      1. Review Business Plan Status
      2. New Client Acquisition’s
      3. Review Financials
      4. Staffing
      5. Review Technology: Website’s, Phone Systems
      6. Review Marketing: Social Media, Publicity, Mail, Trades, Commercials

Corporate Certification Onboarding

  1. Discuss Options Available
    1. Veteran Certified Owned Companies
    2. Minority Business Enterprises
    3. Women Owned Business

Client Acquisition, Retainment, and Assessment

Quote:

Everything in business is about solving for X! AW

Goal: To evaluate current client acquisition strategy and look for areas to scale and sustain. Most importantly give an assessment of the technology, staffing, budget, and equipment needed to accomplish the desired results.  Areas of discussion:

  • What is your client acquisition goals and desired results?
    • Number of Clients per month?
      • Which Product/Services?
    • Additional revenue you want to generate per month from new clients?
  • Who are your ideal clients?
  • What are the top 3 companies you would like to work with?
    • What obstacles are keeping you from working with them?
  • How do you find your clients?
  • Who are your top clients and why?
    • How could you do more business with them?
  • What problem does your company, product or services solve?
  • What are currently doing to market your company and gain clients?
  • What is working and what is not? Why?
  • What are new areas you would like to expand to?
  • What is your current marketing and publicity strategy?
  • How are you utilizing social media and your website to attract clients?
  • What conventions and trade organizations are apart of?
  • Do you have an email retention program or newsletters?
  • What incentives do you offer your client?
  • Have you used direct mail?
  • Are you a certified Veteran, Minority Business Enterprise, Women owned business?
  • What is your marketing budget per month you can do comfortably?

Revenue Optimization & Expense Analysis

Goal: To evaluate current client expense strategy and look for areas of reduction and reallocation of expenses while maintaining a high level of service and quality.

  • What are your top 3 expenses?
  • When was the last time you reviewed last year’s P&L, Balance Sheet?
    • Please Upload your last month & Year P&L and Balance Sheet?
  • What debt is restricting you from being more profitable and why/what happens?
  • What is your accounting /bookkeeping software?
  • Who is your accountant and bookkeeper?
  • Do you have any tax debt?

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