Due Diligence Assessment

Are you looking for a way to stand out from the rest of the companies asking for investment from angels, institutional or other investors?  Have you been told by potential investors that they just doesn't know enough about the sector or that they need independent assurance about the viability of your business plan? LiftOff Health will conduct an independent due diligence assessment of your business and write a report which you can take to any potential investor, partner, or customer with our comments, recommendations, and opinions as to the merits and viability of your business. This is not just a simple assessment of your business ratios off of your P&L and Balance Sheet and matching this up against your industry.  Rather, an experienced healthcare business plan analyst will be assigned to read, assess, and provide a full written, comprehensive report as to the strengths and weaknesses of your business plan, with a focus on receiving funding. This assessment and report will include (when applicable):

Products       Services        Sourcing       Technology
Competition Patents/Intellectual Property Mission Statement Company Culture
Company Information Objectives & Goals Legal Description Company Ownership & Stock Allocation
Company History Company Accomplishments Industry Overview & Analysis Marketing & Sales Strategy
Keys to Success Operations & Operations Plan Company Milestones Management
Risks Financial Overview Exit/Payback Strategy Marketing Concept
Consumer Profile Competitive Analysis Financial Assumptions Revenue Sources
Funding Requirements Capitalization Options Financial Statements Financial Reports

And that is the short list!  Even if you don’t have all of these areas completed, why not find out where your deficiencies lie so that you can better complete your business plan, and give yourself the best possible chance of achieving funding for your business, getting customers or partners?

Our goal is to help improve your chances of securing funding or getting a customer. If we identify deficiencies we will try to tap into our network to help remedy them.

Terms & Conditions

All information you provide will be treated confidentially.

Once you submit your plan for assessment, please allow two business days to schedule an initial discussion so that we can understand your needs and tailor our assessment for your specific situation. This allows us to make sure you get the most out of this process.

Depending on our existing workload, please allow up to 5 business days for us to complete the assessment following this initial discussion.

All assessments are provided on a best efforts basis. You are ultimately responsible for the accuracy of the information in your business plan (and related materials).

You agree to defend, indemnify, and hold us harmless from and against all third party claims, losses, or damage which we incur and which arise from or are attributable to our role in this business plan assessment.

 

Order a Due Diligence Assessment

To get started, please order below. The information you provide is protected by our strict privacy policy. Once you place your order, we will provide instructions for sending us your business plan. Your assessment will generally take place within 2-3 business days. We will work with you to schedule a mutually convenient time for the telephone portion of the assessment service.