Untitled Document

Needs Analysis

 Capital Management Group

NEEDS ANALYSIS

                             

An initial examination is essential in establishing the groundwork for  the project’s overall financing goals and objectives. This preliminary  process identifies a specific path towards attaining the financing options  available for each business venture. Its information processing system is  utilized to understand and clarify the primary risks and resources required to  make a commitment to proceed.


Information   gathering and initial analysis

To recommend the right  financing solution for each client requires a thorough understanding of the  business’s needs, both present and future.  To achieve this level of  project knowledge, CMG conducts a one-on-one review with each client to  determine the current status and marketing issues within the industry.

 
Review of existing business plan
This  assessment can also be done with a detailed synopsis of the   current project status or an  executive       summary, if an investment grade business plan is not yet available.
 

Review of project parameters and   available financing infrastructure
To   understand the scale of the project, CMG will evaluate the information   provided from the Inquiry Form,  what kind of capital is available, initial industry research and provide a   broad estimate of realistic financial deliverable.
     


Review of personal and business   credit reports

CMG will   obtain and pay for the client’s credit report fees prepared by   international credit agency.  All     stages of any financing project   must be accurately estimated, beginning with the credit reports the   lenders   and investors will carefully be evaluating.  This will help organize and calculate any additional needed         resources,   while providing a realistic foundation for the project.


Elementary due-diligence of existing   business model and management

This high-level review allows both CMG and the client to establish a road map   of the project. It will determine if core adjustments need to be   made to the business structure and evaluate management team capability.


Customized proposal and time line of   our comprehensive financing program

This detailed schedule will provide a tailored and personalized   plan of the next steps necessary in attaining    financing results with the experience and credibility of CMG.
                                               
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