Submit Business Plan

W/F looks for opportunities in operating business which offer a unique or competitive advantage with sustainable returns over time, supported by experienced management with complementary skills sets.

Please submit your Business Plan for review, including the information listed below. Be clear as to the specific product or service you provide and what unique elements position your business for success in a competitive market.  Brokers/finders are protected.   

  1. Executive Summary
  2. Company Structure (legal, operational/ownership)
  3. Product or Service Description
  4. Market or Industry Segment
  5. Marketing Plan
  6. Financial Projections/Historical Results  
  7. Professional Support Organizations (accounting, legal, financial)
  8. Management Team (bios, references)
  9. $1 to $25 million in sales
  10. $500,000 to $5 million required capital focused on operating businesses

Address for submissions: