Become a Partner

We’re here to help! Call now:

1-844 (566-7639)

Joorney’s Business Advisory Services 

Updated 27.06.24 10 minutes read

Start-ups, mergers & acquisitions and franchising agreements present opportunities for investors and entrepreneurs of all sizes. They offer the prospect of huge growth potential and solid investment returns but, before they can reach that point, they are all dependent on a solid foundation of documentation

Of course, these kinds of activities require bold vision, a keen eye for business development, an ability to anticipate where the market will go and much else. Still, nothing gets done before everything is properly and professionally documented in black and white. 

Comprehensive, accurate documentation puts everything in a common language that all stakeholders can easily understand. Pitches are still important and decisions are made based on many factors but without the right documentation to communicate the essentials, you won’t get far. 

Here at Joorney, our Advisory Services branch offers a wide range of support in preparing such documentation. We dive deep into possible business ventures to provide a complete, documented analysis of every important aspect and give you the knowledge and numbers you need to help get deals done. 

Read on to find detailed information about how we support entrepreneurs involved in start-ups, mergers & acquisitions and franchise agreements with the business documentation needed to move these projects forward. 

Joorney’s Business Advisory Services


Business advisory services play a crucial role in providing guidance and support to startups, which typically have to deal with these challenges:

Strategic planning. Advisors assist startups in developing a clear and effective business strategy by helping to define goals, identify target markets, and establish realistic milestones.

Financial Management. Startups often face financial challenges. Advisors help with financial planning, budgeting, and forecasting to ensure sustainable growth.

Risk Management. Advisors can identify potential risks and provide strategies to mitigate them, helping startups navigate uncertainties and challenges.

Market Analysis. Startups need help understanding market trends, customer behavior, and competitive landscapes.

Access to Networks. Advisors often have extensive networks that startups can leverage for partnerships, funding, and business development opportunities.

Start-up Solutions

Joorney helps to address these challenges through the provision of these services:

Financial Models. Building a financial model is a necessary decision-making tool that provides a clear picture of the forecasted financial performance of a company.  Investors are keen to model different scenarios for your business or idea and financial modeling is the tool that helps them obtain a view on this and other scenarios. Our professional consultants bring significant experience from demanding investment banking positions and have consulted across a wide variety of industries working with different financial structures.

Investor Business Plans. The Investor Business Plan is a crucial document for any entrepreneur seeking to raise capital. Its primary purpose is to persuade potential investors that a new business idea has been carefully examined and gives actual investors a set of benchmarks. The vital requirements expected in a Business Plan include what initial investment the business will require, how the funds will be used, your go-to-market strategy, credible financial projections, estimates on when the business will turn a profit and the potential of a return on investment.

Pitch Decks. Investors don’t have time to read through every full business plan they receive. Our pitch decks are effectively designed to attract investor attention and interest in your business. We know exactly what investors look for in potential business opportunities and how to communicate with them effectively. With our professional pitch deck designs and skilled writers, you’ll have a pitch deck that will capture their interest right from the start. 

Feasibility Studies. This document objectively uncovers the strengths and weaknesses of a proposal, helps distinguish and evaluate opportunities and threats present in the environment, the resources required for the project, and the potential for success. Our consultants will identify the risks associated with your venture and recommend a course of action to mitigate each risk to ensure a successful launch.

Idea Selection. Avoid the beginner’s mistake of wondering how to make money and instead consider which business opportunities are right for you. Our expert consultants are experienced in understanding your needs and spotting business ideas with the highest potential. Make the right decision and let us accompany you on your journey by providing support in idea selection and writing your business plan.

Strategic Business Plans. A Strategic Business Plan offers a business focus, direction, and action to help the business grow from where it is now to have a greater market share in the future. It allows for the strategic management of the company by harmonizing goals and strategies into a single document to guide business owners in making the right decisions.

Corporate Presentations. A successful corporate presentation means creating a perfect balance between the provided information about your company and the right graphic design to keep your audience’s attention. That is why we have paired our experienced business plan writers with experienced professionals to deliver a successful corporate presentation that will meet your needs.

Executive Summaries. An executive summary is a condensed form of documentation related to a business deal and features background information, concise analysis, and a conclusion. It aims to spark interest and is used by M&A practitioners as well as funding professionals. It needs to zero in on the relevant information that will get your foot in the door and get you invited to a meeting. Joorney writers meticulously craft each executive summary. It requires having a 360-degree view of the project and being able to effectively communicate its salient points to gain attention. 

Mergers & Acquisitions 

Business advisory services play a crucial role in providing guidance and support to M&As, which often have to deal with these challenges:

Due Diligence. Advisors conduct thorough due diligence to evaluate the financial, legal, and operational aspects of potential M&A deals.

Valuations. Determining the fair value of businesses involved in the M&A and ensuring a mutually beneficial transaction is a must.

Negotiation Support. Advisors provide guidance during negotiations, helping parties navigate complex discussions and reach favorable terms.

Integration Planning. Post-M&A, advisors assist in developing and implementing integration plans to ensure a smooth transition and maximize synergies.

Risk Management. Advisors identify and assess risks associated with the M&A process and provide strategies to mitigate them.

Mergers & Acquisitions Solutions

Joorney helps to address these challenges through the provision of these services:

Confidential Information Memorandums. The CIM is used as a marketing document to make your company attractive and valued at maximum value to solicit interest from potential buyers or investors for your business. Potential buyers and investors appreciate the objective nature of this document as it provides a comprehensive overview of the business to efficiently assess your proposal for acquisition or investment. Joorney Senior Consultants have buy and sell-side M&A and capital-raising experience as well as vast expertise working directly with clients and creating effective CIMs to present to potential buyers and investors.

Teasers. These are brief but must contain company and project information, sales channels, indicators of financial statements, the business’ strengths, and the business team. A well-made teaser will bring that extra attention your deals need. We are skillful in creating teasers that leave an immediate and lasting imprint on the receiver. Spark more interest and make more deals with a professional teaser.

Buyers Lists. At Joorney, we are committed to assisting M&A Advisors and other business professionals through the business sale process by providing well-researched buyers lists.

Each list is carefully curated for the specific industry and business type. Our business professionals compose lists that include both Strategic and Financial buyers. Lists include contact details such as email and phone number, including a specific point of contact at each firm. 

Third-Party Opinions of Value. An opinion of value is necessary to verify a business’s current value to prepare it for sale or investment. Our analysts use the most applicable methods to calculate this based on the industry and business type, including comparable transactions, Discounted Cash Flow (DCF), comparable companies and asset-based valuation. 

Financial Modelling. A financial model is a vital element that presents a clear picture of a company’s forecasted performance. This tool estimates the cost of proposed projects and predicts the effect of an economic policy change. Our business professionals have expertise in composing financial models and can convert assumptions into financial and economic projections for a business. 

Joorney’s Business Advisory Services

Franchise Agreements 

Business advisory services play a crucial role in providing guidance and support to Franchise Agreements, which often have to deal with these challenges:

Franchise Selection. Advisors assist in evaluating franchise opportunities, considering factors like brand reputation, support, and overall fit with the franchisee’s goals.

Business Planning. Franchisees benefit from assistance in developing detailed business plans that align with the franchisor’s model and expectations.

Operational Guidance. Advisors offer operational support, helping franchisees understand and implement the franchisor’s systems and processes effectively.

Financial Management. Assistance in financial planning, budgeting, and understanding the financial obligations associated with the franchise.

Compliance and Legal Support. Advisors help franchisees navigate legal requirements and ensure compliance with the franchisor’s standards and regulations.

Franchise Solutions

Joorney helps to address these challenges through the provision of these services:

Franchisor Master Business Plan Package. Our Franchisor Master Business Plan Package gives you access to essential resources that enable you to evaluate the feasibility of your franchising venture and present it in a compelling manner, whether you are a new franchisor or an established brand.

The package includes:

  • Franchisor Master Business Plan — Our expert team will develop a detailed business plan that outlines your franchising model, target market, competitive analysis, marketing strategy, operational procedures, and growth projections. The Franchisor Master Business Plan is the critical document to be used by a franchise attorney to assemble the Franchise Disclosure Document (FDD).
  • Franchisor Financial Model — Evaluating the feasibility and profitability of different revenue stream scenarios is crucial when considering franchising opportunities. Our package includes a robust financial model that takes into account various factors such as franchise fees, royalty structures, operating costs, and growth projections. This comprehensive financial analysis allows you to assess the potential financial performance of your franchise network under different scenarios and make informed decisions to optimize profitability.
  • Pitch Deck (Franchisees) — The pitch deck is professionally designed to visually communicate the benefits and potential of your franchise opportunity. It captures the attention of potential franchisees, creating a strong first impression and increasing the chances of successful partnerships.

The role of strong business documentation

Whether you’re involved in start-ups, M&As or franchise agreements, documentation is essential for all stakeholders. 

At Joorney, we specialize in writing business plans. We understand the importance of a well-crafted business plan that showcases the strong potential of the business venture and makes it easy to get answers to basic questions about the proposed venture. 

Here’re what you get with a Joorney Business Plan:

  • Expertise in writing immigration business plans: We write over 6,000 business plans yearly and have worked with over 1,000 immigration partners on these projects. This high volume of completed plans has given us vast expertise in the language of business and the standards of investors and other stakeholders.
  • Customized plans tailored to your specific situation and goals: We understand that every applicant’s situation and goals are unique. Therefore, we work closely with each client to create a customized plan that tells their story and maximizes their chances of success.
  • Experience in various industries and fields: Our team of writers has experience in various industries and fields, from IT & Software to the arts. This breadth of experience allows us to craft plans specific to each applicant’s industry and field of practice.
  • Attention to detail and accuracy: We understand the importance of accuracy and attention to detail in immigration business plans for visa applications. Our team of writers and editors thoroughly reviews each plan to ensure that it meets the specific requirements of the application process.

From business plans and pitch decks to financial modeling, confidential information memorandums and more, Joorney is ready to provide a helping hand at various stages of business growth. 

Whether you’re looking to help a business get on its feet or push it towards the next milestone in its expansion, Joorney can help make it all happen. Reach out to our Advisory Services today to learn more! 

Disclaimer: Joorney Business Plans is not a law firm nor an immigration consulting firm, and no information provided in this document should be considered as legal advice or recommendation regarding any immigration application program. All information provided in this document should be verified by a licensed or certified immigration professional before the reader can act on this information. As such, it is understood that Joorney Business Plans Inc. shall not be liable for any loss or damage of whatever nature (direct, indirect, consequential, or other), whether arising in contract, tort, or otherwise, which may arise as a result of your use of (or inability to use) this document, or from your use of (or failure to use) the information on this document.