Business Plans
Please click on the respective business plans. Below there is a complete (publicly released) business plan for EB Clean Energy Europe. Most other material is confidential and only the table of contents (TOC) for the plans are provided - along with a brief description.
Click on the buttons to the right. "Beige" background are full plans; "green" are tables of contents (TOC) only.
For additional business plans, see the "Real Estate" button.
Plan goal: This was a bio-mass conversion and waste-to-energy torrefaction technology company. The tech was owned by a US / Israeli company that felt a European subsidiary would be necessary to market its technology in Europe.
In addition, there was an interested Brazilian investor that wanted to bring the tech to Brazil where the investor wanted to have an alternative waste management solution and to replace existing garbage dumps it owned in order to change the land into residential.
The joint goal was to set up a European technology development company by bringing on board a major European university.
Plan goal: This plan was for another waste-to-energy technology company that had a Fortune 100 partner. This was for a $50 million negotiated raise (for project development financing) with an investment company partner that would takeout each completed WtE project for cash flow sale to insurance companies.
There is an accompanying Pitch Deck.
This company is currently building proof-of-concept projects (2016-17).
Plan goal: This business plan was for a real estate developer (new build) startup in Los Angeles, California planning to do a range of residential and in-fill projects in the $ 5-20 million range.
Initially each project could have traditional Reg. D investor equity financing. The goal was a 3-part raise with a Seed ($250,000 investor), a revolving Working Capital Fund (5 year, $ 5 million) and individual, multiple Project (Reg. D ) raises with roughly 12-month turnarounds
The long-term goal was to launch the company's own crowdfunding real estate development website (no competitor as of early 2017).
Other work for this client (now "SCPV, LLC") include the detailed Working Capital Fund Term Sheet and the Seed Fund Term Sheet. Also, an EB5 Employment Projection.
Plan goal: This plan was for a small Philadelphia neighborhood-specific developer with a two-part strategy - (1) build / sell, residential condos; (2) buy-and-hold commercial condos.
This business plan had an accompanying Marketing Plan.
The goal of both plans was to bring on investor / business partners and the company had a strong existing financial track record and significant equity. Both documents have an extensive list of research citations under "References".
Plan goal: A very creative entrepreneur had the idea of building a yurt-based, environmentally friendly holiday camp in warm California that would demonstrate sustainable living concepts.
There were 2 phases and the client looked at bringing in an EB-5 program investor (see Executive Summary).
Plan goal: The client, Opeda Ventures, wanted a concept business plan for an investment in a major resort area leisure facility including an 18-hole minigolf with a Belgian beer bar.
This is a concept plan exploring options with some areas still to be completed. From this plan document, changes in the business direction were made.
Plan goal: The Biomass Marketing Corporation (BMC), a Topell Pellets affiliated company wanted a business plan discussion both their bamboo plantations, which would grow the biomass and the production plants, which would turned the biomass into into bio-coal using the proprietary Topell torrefaction technology and production plant design.
I was CEO of the company and the plan did not get realized because even after spending over 80 million euros, Topell could not perfect or commercialize their technology.
Plan goal: An existing African agro-business was seeking $15-20 million in growth funding, with a mix of equity and debt.
The project was protected with a non-disclosure agreement so all information has been anonymized.
Results: The business was extremely complicated with a number of business entities part of the project.
There were so many potential issues to be addressed that the business plan was much longer and comprehensive than typical of what would be required for most businesses.
Table of Contents only.
