Business Plans

Our Credentials

A team that you can trust

Our team collectively holds:

• PhDs

• MBAs

• Business and taxation degrees

• Association of Accounting Technicians qualifications

DLI has international experience advising businesses in wide ranging markets including the USA, China, Europe and Russia.

The team has over 20 years’ collective experience writing business plans and for the past several years, business plans specifically for immigration purposes. Over the years the team has developed plans for applicants working within industries including but not limited to: construction, aviation, tourism, livery, real estate, IT and software, furniture, marketing, professional services, venture capitalist, hospitality and the food and beverage industry.

With strong academics, business experience and understanding of immigration law, we are able to leave no stone unturned.

Our Values

Transparency

The whole team is highly qualified and features on the website. Our fees are fixed and you are apprised at the outset.

Experience

The team has extensive experience working in diverse roles and industries across continents and consists of lawyers, academics, and professionals. Each member of our team holds a set of skills that complements the other, allowing us to offer a comprehensive and robust service.

Professional yet personal approach

Deadlines are agreed at the outset and adhered to. In today’s rapid changing immigration environment, Davies Legal is able to conclude a business plan ready for submission in a time frame to meet all clients’ needs.

Communication

Our clients describe our team as being “super committed and transparent”, with an “eye for detail, understanding and patience”. Our clients say that our team offers a “very professional service in a personable and friendly manner” and our “knowledge and willingness to go the extra mile …ensured …no further information or documents [were] requested by authorities.” Clients have commended our “quick service, knowledge and humour throughout the process”.

Ethics

The team provides a competent, diligent and ethical service at all times. All communications are confidential and shall not be shared with third parties. We are data protection registered and compliant.

Standard

The standard package includes:

• Executive Summary
• Company Mission
• Target Market
• Industry Analysis
• SWOT Analysis
• Operational Strategy
• Pricing Strategy
• 5Year Projected Profit & Loss Statement
• 5 Year Projected Balance Sheet
• 5 Year Projected Cash Flow Forecast
• Competition Overview
• Web Plan Summary & Marketing Strategy
• Industry Forecast
• Detailed Job Descriptions
• Organizational Chart
• Workforce plan

Premium

The premium package combines:

all aspects of the standard package with the requisite/desirable verification by a United States Certified Public Accountant (“CPA”).

Upon production of an approved final draft of your tailored business plan, it will be reviewed by our CPA who produces a taxation summary and verifies the forecasts in line with specialist research to demonstrate the authenticity of the projections and the benefits to the US economy.

This service will provide you with Embassy- mandated figures and taxation verification, and in efforts to provide a truly premium service, the veracity of your plan will also be CPA-verified.

This comprehensive review–by your business consultant, lawyer and CPA–will identify strengths and weaknesses, and with your cooperation ensure that your business plan provides you with the best chances of success.