Offshore Investment Banking
Mergers & Acquisitions
Capital Formation

WSO-new-type-logo2Offshore Investment Banking • Mergers & Acquisition
Capital Formation • Financial Advertising

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Financial Consulting Services

Strategic Business Plans

A professional, detailed Strategic Business Plan is absolutely essential to any small business. Many entrepreneurs make the mistake of starting their small business without a formal business plan, severely handicapping their business. However, it is important to note that a vague or poorly thought out business plan is as bad as no plan at all. A strategic business plan needs to be as detailed as possible to be effective. A strategic plan should be able to serve as a road map leading from your vision to the success of your venture. The Wall Street Organization, Inc. has over 15 years of experience in guiding small business owners to produce quality, comprehensive business plans. Our expertise can help you generate a business plan which perfectly suits the needs of your organization.

What is a Strategic Business Plan?

Generally, a Strategic Business Plan is a step by step guide, created by a business or organization, which defines the goals of the organization and then maps out how it will reach those goals. It also serves to set a foundation so that the entire company knows what will happen and what is expected of them. Essentially, it provides a "recipe" of how to achieve a stated vision, for the chosen target market, and how a company serves customers consistently, effectively and profitably every single time.

The plan also serves as a systematic, management tool for problem solving, market planning, and product development.The goal is to integrate all aspects of the business's activities in a mutually supportive system.

Five Elements of a Strategic Business Plan

Mission Statement - The goal of the business.

Executive Summary - A synopsis of who the company is, what it plans to do, where it plans to do it, how it plans to do it, and why it plans to do it.

Management - Backgrounds on the key managers of the company.

Market Analysis - Should demonstrate the demand for the company's product or service.

Product or Service Analysis - Defines what differentiates the company from its competitors - what can it do better than the rest and why.

Pro Forma Financial Projections - Should outline the company's planned outlay of expenses, as well as projected revenues.

Financial Packaging and Capital Formation Services

The Wall Street Organization, Inc.®
is a state of the art financial packaging and capital formation firm utilizing proprietary technology that assists companies interested in exploring various types of securities offerings and corporate issuers seeking alternative capital formation avenues.With financial guidance, creative solutions, restructuring or capitalization planning, WSO will work toward a results oriented goal based on the Client’s unique business circumstances. The investment banking services provided by The Wall Street Organization, Inc.® include:

1.) Due Diligence – researching the background of the industry and companies involved to produce an analysis and overview of the feasibility of a given project.

2.) Business Plan – constructing a detailed written blue print of the corporate strategy of a company for a given project.

3.) Private Placement Memorandum– documenting a Private Placement Memorandum (PPM). We offer both Regulation S and Regulation D PPM capital formation services.

4.) Wholesaling/Marketing – over the past number of years The Wall Street Organization, Inc.®, (WSO) has developed one of the most comprehensive global institutional investor databases in the world; the most critical part of the entire funding process is the distribution pipeline to and relationship with a variety of global institutional investors.

Our experienced independent consulting professionals can assist your firm with the following:

  • Financial restructuring and assistance to troubled companies
  • While the $250,000 to $20,000,000 capital formation arena is our special niche, we can also assist in larger scale transactions
  • Provide documentation necessary to form private and public companies.
  • Applications for listing of securities on stock exchanges
  • Blue Sky Filings
  • Provide resident agent in selected states
  • Facilitate private placement offerings
  • Provide the documentation for reporting requirements and assist in the applications for listing on the various exchanges and Standard and Poor’s.
  • Investor Relations
  • Financial Public Relations


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The Wall Street Organization, Inc.® is not, nor does it purport to be a member of the Financial Industry Regulatory Authority (FINRA) .

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The Wall Street Organization, Inc., Investment Management, Tucson, AZ
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