The WSR Group

Executive Summaries

The WSR Group Provides Comprehensive Executive Summaries for Private and Public Companies 

Whether you are managing a public or private company, a well-written business plan is necessary to clearly outline company objectives and establish a cohesive business strategy. However, your business plan may include proprietary information, trade secrets or business strategies that you do not want to distribute to the investment community. WSR’s principals designed its Executive Summary report to specifically address that issue.

When your company needs to provide a thorough report on its business model to an outside individual or institution without disclosing sensitive information, an Executive Summary report is what you need. Furthermore, it is written in a reader friendly format so the reader is informed about your company without being bored to death with too much detail.

Executive Summaries include:

  • An executive summary concisely summarizing your company’s strengths, objectives and strategies;
  • A through explanation of your company's products and services;
  • A complete list of officers, directors, advisory board members and including their strengths and experience;
  • A detailed explanation of your company’s business strategy, market opportunity, and competitive advantages;
  • A comprehensive analysis of the industry in which your company operates;
  • Detailed financial illustrations including clearly outlined assumptions, historical financial statements and pro forma financial projections;
  • A comparative valuation based on numerous valuations methodologies; and
  • A section on the risks your company and its investor must assume.

Executive Summaries are very similar to a business plan, but are written to cut out unnecessary or sensitive information.