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Business Services


Business Plans

All business types, all global locations.

We have provided business plans for a variety of business entities from a charter jet airline company, fractional ownership developments to a diabetes management solutions company.  

The business plan process requires rigorous analysis and insight.  Similar to the depth of a feasibility study a properly executed business plan provided by our business plan experts assist those seeking capital to evaluate and interpret their confidential plan in a detailed, yet simplified manner.

Our plans present complete details concerning the management team and opportunity.  Each plan includes on-going assessment through our optional Risk Management program that is designed to provide transparency to the firm's investors.



Feasibility Studies
New business, development and expansion.

A feasibility study is intended to measure market acceptance and financial risk of a business venture for either a to-be-developed or expansion plan.  Wert-Berater provides the most comprehensive feasibility studies available.  Typically our studies are used in the business planning process or procurement of investment and debt capital by business managers.  

Thus, we provide comprehensive market and project risk analysis via Monte Carlo Simulations, Decision Tree Analysis, Partnership Distribution Modeling, and Partner Internal Rate of Return Analysis.  To discuss your feasibility study needs please contact us.



Valuations
Going concern, machinery, real estate.

Our staff of Certified General Appraisers provides business going concern valuation on a variety of business ventures. This service is provided to managers seeking partner dispute resolution, borrowing, raising of capital, and tax purposes.  This service is also provided to restaurant managers.  

This service may be expanded to include real estate, machinery and other items of concern.  To discuss your valuation needs please contact us.



Demographic Studies
Retail Market Power, Consumer Spending Patterns, Tenant Prospecting.

Understanding the determinants of demand for many business ventures involves sophisticated analysis of demographic patterns.  Wert-Berater, Inc. provides complete studies that include demographic mobility, segmentation, consumer spending patterns and Retail Market Power (RMP).

These studies can be provided on a localized, regional, national and international level.  Typically the purpose of a demographic study is to develop a capture analysis for a new or expanding business venture.  To discuss your demographic study needs please contact us.




Risk Management
Provided to business manager's and their investors.

In the development of a new or expanding business, equity investors often seek third party risk managers to report progress, profit distribution details and investment risk on behalf of business managers.  This service provides transparency and develops increased confidence levels of investors seeking more than historical reports such as those provided via GAAP accounting standards.  

Our reports are forward looking whereas Wert-Berater's analytical team forecast predictive yields through our sophisticated financial modeling systems.  Each investor is provided with monthly reports that include changes in business plan, business plan variance reports, budget variance reports and distribution risk modeling via Monte Carlo Simulations and Decision Tree Analysis.  

This service is available via the Wert-Berater Portal Surveillance Program whereas investors are provided with downloadable real-time information, data and risk assessment on a 24/7 secured basis.







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