Do you need a pre-IPO business plan to take your company public? We’ve been full-time business plan writers since 2012, having worked with private and public company clients all around the world. Our process is simple and straightforward. We simply need the answers to the following questions. If you do not have the answers, do not worry, we commonly fill in the blanks for clients.
Pre-IPO Business Plan Questionnaire Instructions
- If you don’t know the answer to a questions…simply write “I’m not sure”. If the question does not pertain to you, simply write “NA” or “Not applicable”.
- We know you are busy, so try to keep the answers in between 1-3 sentences so we can fully understand the concept. This also allows you to finish in about 15 minutes. You can send us as much information in addition to the questionnaire as you wish.
- To start, copy and paste the questions into an email and get ready to send it to CervitudeNetwork@gmail.com.
Pre-IPO Business Plan Questionnaire
- Has your business been formed yet? If so, please state the date of formation and type of business entity (Inc, LLC, non-profit, etc)
- Are trading on any exchange currently?
- What will you call the business? or What is the business name?
- What’s the business phone number and address?
- In what city or state will/does the business operate?
- Are you using the business plan only for the SBA loan application? Will any other parties be reading the business plan? Investors, Employees,etc?
- What product or service will/does your company sell?
- Who are your competitors? Can you provide competitor websites/businesses for reference?
- Why is your business different than your competitors?
- Where does your business find customers to buy the goods and services?
- How much capital (money) are you looking for from a loan or investor?
- How will you spend the capital (money) you raised from the loan or investment?
- About how much do you think the business will make in Years 1, 2, 3, 4, 5 after the loan or investment?
- About how much do you think the business will make in Years 1, 2, 3, 4, 5 after the loan or investment?
- What is the name of the person who will be the CEO? Resume?
- How many owners does the business have? What percentage of ownership does each owner own? What are their names? Resume?
- How much stock is issued in the company?
- What is the valuation of the company?
- How much stock will the company sell in the pre-ipo phase? How much money will be raised by the sale of this stock?
- How many employees will you have? What are their job titles? Resume?
- Describe the business. Tell us anything else you think is important about the business?
Simply copy and past these questions into an email and take 15-20 minutes to write brief answers. Then send the questions and answers to CervitudeNetwork@gmail.com, we will reply with a confirmation and schedule a time to discuss.

Pre-IPO Business Plan – 20 Page Business Plan with 5 Year Cash Flow Projections
Includes the Cover page and Table of contents (2 Pages), the Executive Summary (1 Page), the Business Description (1 page), the Swot Analysis (1 Page), the Market Research & Industry Analysis, (10 Pages), the Marketing Plan (1 Page), the Management Summary and Operations Plan (1 Page), the Financial Sales & Expense Projections (2 pages), Conclusion (1 Page) and 5 Years of Pro Forma Cash Flow Statements (5 pages). The 20 Page Business Plan takes 7 business days to research, write and develop.
$649.00

THE Pre-IPO BUSINESS PLAN PLUS – 40 Page Business Plan with 5 Year Cash Flow Projections
Includes the Cover page and Table of contents (2 Pages), the Executive Summary (1 Page), the Business Description (1 page), the Swot Analysis (2 Pages), the Market Research & Industry Analysis, (22 Pages), the Marketing Plan (1 Page), the Management Summary and Operations Plan (1 Page), the Financial Sales & Expense Projections (4 pages), Conclusion (1 Page) and 5 Years of Pro Forma Cash Flow Statements (5 pages). The 40 Page Business Plan takes 7 business days to research, write and develop.
$999.00

THE Pre-IPO PREMIUM BUSINESS PLAN – 65+ Page Business Plan with 5 Year Cash Flow Projections, Income Statements & Balance Sheets
Includes the Cover page and Table of contents (2 Pages), the Executive Summary (1 Page), the Business Description (1 page), the Swot Analysis (2 Pages), the Market Research & Industry Analysis, (45 Pages), the Marketing Plan (1 Page), the Management Summary and Operations Plan (1 Page), the Financial Sales & Expense Projections (4 pages), Conclusion (1 Page) and 5 Years of Pro Forma Cash Flow Statements, Balance Sheets and Income Statements (15 pages). The 65+ Page Business Plan takes 9 business days to research, write and develop.
$1,599.00