Featured Case Studies
Dive deep into how we helped these businesses achieve their goals
Challenge:
A startup pediatric-therapy studio founder first planned to write the plan himself to save money, but struggled with where to begin and needed a lender-ready plan.
Solution:
Optimus interviewed the founders about every aspect of the business and built a custom plan that served as a road map for launch and growth.
Result:
Secured bank financing, opened, surpassed forecasted sales, and re-engaged Optimus for a second-location market plan after 14 months.
“We chose Optimus after hearing about their success with other companies. With their help, we were able to attain financing to grow our business beyond our plans.”
Key Facts
PintaPaint LLC
Paint-and-Sip Studio
Irving, TX
Challenge:
A founder with an improved paint-and-sip concept needed help defining and financing her startup in a fast-growing, competitive market.
Solution:
Optimus translated her differentiated concept into a lender-ready plan and a blueprint for the startup and early stages.
Result:
Secured funding, opened in late 2012, and remains strong and profitable today despite new market entrants.
“Because the business plan is the blueprint for any business, it was very important to find the right company to develop it. That is why I decided to have the business plan completed through Optimus Business Plans.”
Key Facts
Palomo Farms LLC
Industrial Hemp
Elizabethtown, NC
Challenge:
Needed a single business plan that could raise capital, satisfy the DEA, and attract university research partnerships.
Solution:
Optimus built a multi-purpose plan covering the capital raise, regulatory review, and partnership goals.
Result:
Received DEA approval for industrial-hemp seed operations — cleared to supply within North Carolina and 37 states — and began negotiating university research partnerships.
Key Facts
SVZ Performance
Fitness & Wellness
Fort Lauderdale, FL
Challenge:
A busy fitness professional needed to turn his concept into a professional, investor-ready plan to launch an independent location.
Solution:
Optimus formatted his ideas into a high-quality business plan and helped refine the model into a profitable corporation.
Result:
Secured private investment to open an independent location for elite injury recovery and prevention care.
“Optimus was able to format my ideas into a high-quality, professional-looking business plan in order to secure the investment for the launch of my fitness and wellness company.”
Key Facts
The Institute for Arts & Athletics
Dance & Fitness Studio
Norfolk, VA
Challenge:
A first-time owner was repeatedly asked for a business plan by leasing agents and banks before anyone would approve a location, account, or loan.
Solution:
Optimus created a professional plan that gave the venture structure and credibility with landlords and lenders.
Result:
Raised startup funds through a small business loan and opened a family arts-and-fitness studio.
“We decided to have a business plan created professionally to provide structure to our business in the beginning stages. This became the common question even when we went in to banks.”
Key Facts
Lakeway Pharmacy
Compound Pharmacy
Austin, TX
Challenge:
Needed a plan for a large bank loan to open a compound pharmacy — then lost the planned building (and its real-estate collateral) mid-process when it was sold.
Solution:
Optimus revised the plan at no cost for the new leased location and built a case strong enough to satisfy the bank without attached real estate.
Result:
Loan approved despite the location change; the pharmacy moved into its space and opened.
Key Facts
Challenge:
Needed a plan to identify and approach the right funding groups for a neighborhood wine-store concept.
Solution:
Optimus built a plan tailored to her vision and the right lenders.
Result:
Secured the loan and opened on East 84th Street with a grand-opening line out the door.
Key Facts
Stellar Multimedia
Radio & Multimedia
Challenge:
Experienced radio operators needed a plan to fund a multimedia venture built on turning around underperforming stations.
Solution:
Optimus developed a plan matched to their turnaround expertise and growth vision.
Result:
Received a $1 million letter of intent pledged toward the project.
Key Facts
Challenge:
Needed funding to launch a commercial cleaning franchise through a corporate restructuring program.
Solution:
Optimus delivered the business plan to support the funding application.
Result:
Secured funding to begin operations in the Dallas area.
Key Facts
Challenge:
A licensed general contractor needed a right-sized "micro" business plan tailored to his home-repair and improvement company's funding needs.
Solution:
Optimus developed a focused plan matched to his Chicago construction business.
Result:
Received funding for the company.
Key Facts
Challenge:
A family comfort-food grill concept needed funding to open.
Solution:
Optimus built the business plan behind the launch.
Result:
Secured funding and opened in Arlington, Texas.
Key Facts
Platinum Peaks Travel LLC
Travel
Challenge:
Needed funding to launch a travel company.
Solution:
Optimus delivered a strong business plan to support the funding request.
Result:
Received funding and opened for business.
Key Facts
frego
Housewares Manufacturer
Eden Prairie, MN
Challenge:
An innovative food-storage product company needed business-planning support to grow and gain visibility.
Solution:
Optimus supported the company's business planning.
Result:
Featured in the September issue of Redbook Magazine and expanded its product line.
Key Facts
Success Across Every Industry
We've helped businesses in all sectors achieve their goals
1
Pediatric Therapy
1
Paint-and-Sip Studio
1
Industrial Hemp
1
Fitness & Wellness
1
Dance & Fitness Studio
1
Compound Pharmacy
1
Wine Retail
1
Radio & Multimedia
1
Commercial Cleaning
1
Construction
1
Restaurant
1
Travel
1
Housewares Manufacturer