Business & Strategic Planning

Monashee can guide the preparation of a business plan or strategic plan.

Business and Strategic Panning

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 and management in the preparation of an appropriate business or strategic plan. 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 the 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

I have worked with Kevin Budd on a number of M&A transactions over the past 20 years. He is a strong and trusted professional resource.

  Ted Koffman - Partner McCarthy Tetrault, Vancouver, BC

Monashee successfully structured the transaction to acquire the Canadian assets of Compower Systems Inc. to enable ATL to expand its service capabilities.

  Sam Wong - Former CFO, ATL, Vancouver, BC

We have worked with Monashee on a number of transactions and view the firm as a trusted resource.

  Steven Lukas - Partner, Harper Grey LLP

Kevin was an engaged and supportive Board member for our business since it was founded until it was sold to TC Transcontinental. 

  Marc Bray, President & CEO - Flexstar Packaging Inc., Richmond, BC

Kevin has been a supportive board member and advisor to Ryan Mortgage, Manchester Investments, and the Bluestripe Fund. Assets under management are near $600 million. In addition, Kevin is a trusted advisor to the AMUR Capital parent company. 

  Kurt Wipp, Chairman, AMUR Capital, Delta, British Columbia

We 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, Former CEO, Alpha Technologies Ltd., Burnaby, British Columbia

Monashee advised us through our successful acquisition of Outback Power Systems and NavSemi Energy PTE, from the preparation of the LOIs through leading our due diligence process and negotiating the final agreements. Monashee provided structure and discipline during the acquisitions 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 facilitated our ability to obtain appropriate shareholder financing and assisted our Board to improve corporate governance.

  Chris Giffin, Founder, 30 Forensics, Toronto, Ontario