H. Katz Capital Group welcomes initial contact with entrepreneurs by telephone or letter, however, a written business plan is needed to begin the investment process. A well-prepared candidly communicated business plan will include the following information:
- Description of the business and a company history.
- Business strategy and product/market opportunity.
- Historic financial statement and forecasted cash flows.
- Value of the business.
- Capital requirements.
- Profiles of key management personnel.
- Management report card-discuss strengths and weaknesses.
All information provided will be treated confidentially.
If the business plan is of interest, H. Katz Capital Group will conduct thorough due diligence on the company. During this time H. Katz Capital Group will familiarize itself with the company and seek to build a partnership with management based on personal rapport, frank communication, and shared objectives.
H. Katz Capital Group's final decision to consummate a transaction is based upon an analysis of management qualifications, market size and strategy, product viability, the business entity, and financial projections.
H. Katz Capital Groups assures quick response to each investment opportunity and the ability to proceed swiftly to consummate a transaction.
Business Plans may be submitted to: bsiegel@katzgroup.com
or
H. Katz Capital Group
Brian Siegel
283 Second Street Pike,
Suite 150
Southampton, PA 18966-3823