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Business Planning Services

Business plan Consulting ServicesCBS Strategies provides business planning services to establish the goals and paths for your business.

Without a doubt, the business plan is one of a company's most important documents, regardless of the stage of the organizations development. Business plans offer a statement of business goals, and why they can be achieved, as well as how those goals will be attained. Plans generally include information about how the organization aims to achieve its goals. Often these plans target the perception and branding by the customer, and how those change. Usually, if a business is undergoing a major change or planning a new venture, a business plan covering the following 3 to 5 years is presented to investors looking for annual return within that timeframe.

Why Choose CBS Strategies For Your Business Plan Consulting


CBS has extensive experience in working with our clients to create the business plan they need to achieve their objective. The CBS team has produced many different styles of plans from corporate/operating plans, to investment grade plans with our proven business strategy services. Business plans can vary dramatically in information, presentation, and size depending upon their targeted audience. A corporate/operating business plan is the essential “roadmap” of your business, and clearly identifies the business’s objectives, pathways, responsibilities and timelines. It is an evolving document that changes and updates with the business. In contrast, an investment grade plan is an informational and financial presentation to investors. Many opportunities to obtain funding are lost because of either insufficient, excessive or non-essential information, and/or poor presentation. CBS has the experience of completing hundreds of plans for the private and public sector, which have led to tens of millions of dollars in equity and debt capital.


While a business plan is informational, an Offering document, or Private Placement Memorandum, is often required to protect the company, its officers and directors, as well as the investors in the sale of securities, or stock, in the company. The CBS team has extensive experience in creating private placement memoranda, and has the legal expertise to insure your protection.


The CBS team can work with you to create an entire investor-ready package for financing which includes the presentations, and legal and informational documents, and corporate structuring necessary to attract capital.

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What They Say
We take your business seriously!

test "CBS did a superb job of helping us define and structure our business plan, marketing materials, and investor presentations, which was key to our successful capitalization.”

Thomas Clemintone, President
C-P Building Solutions, LLC

Clients & Industries

CBS Strategies has worked with companies across several platforms. More info

Contact Us

Creative Business
Strategies, LLC
Phone: (561) 638-5974
Fax: (561) 638-5724
info@cbsstrategies.net

14545 J Military Trail • #167
Delray Beach, FL 33484