Strategic Planning Services
Through interfacing with the owners of seed and early stage businesses over his fifteen year consulting career, NBI's president Carl Johnson has seen the inside of hundreds of businesses, business models and business ideas from a variety of industries. While every industry varies, there are common issues that every business faces as it grows. NBI enables its clients to leverage this experience when making strategic planning decisions.

NBI's clients range from several growing companies with sales in excess of $10 million in annual sales to businesses on the brink of commercialization. Strategic planning engagements often result in deliverables such as:

  • Narrative Business plan
  • Financial Projection model
  • Investor Presentation
  • Executive Summary

and/or mutually conceived reports and projects.




Capital Acquisition

NBI assists clients in securing the most appropriate type of financing for their business given their stage of development, risk factors and market conditions. NBI clients have successfully secured financing through grants, SBA loans, vendor credit, commercial debt, government loans, subordinated debt, private equity and venture capital. NBI will work with you to determine your optimal capital raising strategy and in the development of the materials necessary to achieve that success (executive summary, business plan, financial projections, investor presentation) to achieve that success.

Click here for examples of financing without selling equity
Click here for more information on the capital raising process.




Introductory Services
Over the years, NBI has developed an extensive network of contacts from assisting seed and early stage companies. As a client of NBI, a company can benefit from introductions to NBI's network of:

  • Investors and financing sources
  • Strategic partners and customers
  • Government resources
  • Service providers


As NBI learns the objectives of your business, it can refer you to additional contacts that can add significant value to your business.

For example, undercapitalized early stage businesses and inexperienced entrepreneurs can benefit from the creation of an advisory board can add valuable experience, insight and perceived value to the business. Below are two examples of advisory boards that NBI help to develop for its clients:

  • NBI helped Arena Racing, a new indoor stockcar racing sport, build an advisory team that includes a former NFL president who now consults to sports leagues and brings sponsors to NASCAR teams, a sports team operator who has set attendance records and won "Executive of the Year" in two minor sports and a co-founder of the Arena Football League who wrote the patent for the sport and has served on its board for nearly twenty years.

  • NBI helped Flynn's Foods, a startup manufacturer of a garlic sauce seeking retail and meat processor customers, build an advisory board that includes an individual responsible for the launch of Bulls Eye Barbeque Sauce, an owner of a business that sells to many meat departments in Virginia, and executives from a meat processor, wholesale grocery distributor and natural food market retailer.

NBI seeks to leverage its existing relationships to provide added value for its clients.

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SECURITIES OFFERED BY:
Waterford Investor Services, Inc.
(member FINRA/SIPC)
Home office: 1201 S. Highland Ave. #2
Clearwater, Fl. 33756
(727) 441-1616