INTEGRATED DOCUMENT SOLUTIONS,
A New Generation Of Business Plans:    

The design solutions we are talking about involves all of the written details and specifics relating to exactly how the business or project will work - and like any great design, every facet and factor is carefully considered and analyzed. We bring your presentation into the 21st century.

OUR MISSION

To work with our clients as an interactive team to meet their
special business planning and development needs through out
unique expertise using our “Integrated Document Solutions”.

SUMMARY OF SERVICES

SouthEast Group, Inc. provides the following customized services:

• Business Document Preparation and Writing
• Business Document Development
• Marketing & Sales Documents and Support

We can help you with your business plan preparation and strategy, business plan document development, writing, and provide marketing and sales presentation services all by our experienced plan analysts who will work with you to develop the strategy and vision in order to obtain funding or to assess the feasibility of a business concept

STRATEGIC DOCUMENT SOLUTIONS

1.  Market & Demographic Feasibility Reports

This is usually a 15 page document which includes:

• Executive Project Summary
• County and Regional Demographics
• Local Target Market with feasibility calculations, demographic market study and target market analysis
• Demographic Research using “ESRI’s Community Tapestry Segments, methodologies, attributes, techniques and LifeMode and Urbanization Groups
• Possible Competitive Venues
• Financial Feasibility
• Break Even Analysis
• Economic Development Issues, impact to developers, lenders and town with summary of impact findings
• Possible Development Issues
• Summary Conclusion

2.  Proforma Financial Analysis

This is a 12 page document with the following tables for a five year term:

• Start-Up
• Start-Up Funding
• Sources and Uses
• Sales Forecast
• Personnel
• Profit and Loss
• Cash Flow
• Balance Sheet
• Long Term
• Statement of Cash Flows
• Dupont Analysis
• Ratio Analysis

 3. Project Schedules & Cost Summary

These are spreadsheets:

• Confidential Use of Proceeds Summary
• Detailed Project Cost Allocations
• Integrated Project Milestone Schedule

4. Executive High Level Project Summary

This is a two page (front and back) Executive (High Level) summary with the following:

• Industry Codes
• Review of Capitalization Requirements
• Project Summary
• Concept
• Project Features
• Strategy
• Management Team, Advisors and Project Partners
• Investment Opportunity
• Investment Summary
• Financial Summary
• Opinion Summary

Reports - call for pricing.

5. Project Documents for Finance, Planning and Development

This is a complete project presentation of key essential documents and plan prepared in a 10-tab format of about 200 pages.  This is our ‘Integrated Document Solution” your alternative to the standard business plan, and includes the following:

• Project Description, Vision and Goals
• Feasibility Report (Demographic Study)
• Project Proforma Financials
• Discussion of Management and Partners
• Legal Counsel
• Project Structured Finance
• Architectural
• Construction
• Site Planning (Real Estate)
• Marketing Plan

Reports - call for pricing.

In addition to our Project and Document planning and reports we provide at the clients request the following services:

• Architectural Project Renderings with disk
• Legal Document Preparation from our Database of over 1,000 legal documents
  in corporate format
• Detailed Project Milestone Schedules

These services are custom and priced upon request