Project description
An entrepreneur from the health industry had developed a highly effective weight loss product and, after successful testing, planned to launch it on the market as a high-priced consumer drink.
We analysed the market and the sales strategies of the competitors and developed a sales concept. This sales concept, together with a scenario analysis, was incorporated into the business plan.
The business plan was formulated in such a way that the proven effectiveness of the weight loss product was communicated in an easily understandable way – and not overloaded with complicated nutritional details. The market opportunities and sales measures were set out in detail.
What banks look at in a health and weight management business plan
Companies in the weight-loss and wellness market compete on trust. The plan should describe the product or service, the target group, the claims made and the regulatory framework that applies, since health claims are strictly regulated.
Revenue forecasts depend on the sales model, whether online shop, pharmacies, practices or subscription. Customer acquisition costs, repeat purchase rates and returns should be modelled explicitly, together with product cost, packaging, logistics and marketing.
A liquidity plan that covers initial stock and marketing budgets, as well as the time until recurring revenue builds up, shows lenders how the funding requirement is calculated.
