Strategic Documents

Market Assessment

This is among the most popular services provided by Know Thy Market. A thoroughly objective & comprehensive market assessment offers exceptional value to business executives, small business owners, and product innovators alike. The assessment includes:

• An examination of primary markets, including market size, growth trends and competitive landscape.
• An identification and analysis of the most lucrative market segments in both short term and long term horizons.
• Market oriented financial projections.
• A list of the most attractive clients — licensees for the business — product — service under consideration.
• Detailed market oriented commercialization plan.

A Professional Market Assessment from Know Thy Market is an essential tool for those that are:

• Buying, selling, or expanding a business
• Seeking to attract investment/strategic partners/loans/government approval (grant funds, developer permits, business visas, etc)
• Considering a new product/service introduction
• Licensing intellectual property
• Planning expansion into new regional (foreign or domestic) markets

Market-Oriented Strategic Business Planning — Financial Analysis Projects

Whether used for internal or external (e.g. fundraising) purposes, it is critical that business planning is conducted with a focus on the market — not just the product. That is why the market-oriented strategic business planning/financial analysis work provide by Mr. Carlen is highly effective as both an internal strategic and external fundraising tool. Having worked on literally hundreds of such projects over the past twelve years, Mr. Carlen knows exactly what investors strategic partners need to see in such documents. As well, whether or not it is used for external purposes, each section is always of direct relevance to internal strategic planning. Each project includes:

• A thorough analysis of relevant market data & an identification of the best markets and opportunities for your business.
• An analysis of the unique features of your product/service offering in a market context.
• A detailed operational plan presenting the precise internal managerial and technical methods that will be employed to attain specified near term and long term operational milestones.
• Comprehensive sales and marketing plan
• A clear itemized layout of how founds will be deployed.
• A detailed analysis and breakdown of the revenue model, pricing/margins and related issues.
• Extensive 36-month financial projections including profit and loss, cash flow, and all balance sheet items.
• Company description & unique strengths, management profile, and much more.

Market-Oriented Loan Documents

In today's risk-averse lending environment — lenders need to feel confident about the market prospects of the product/enterprise under consideration. That is why loan documents need to demonstrate that the market opportunity is strong enough to sustain the borrower's product/enterprise and enable the lender to profit from the loan. Whether it's an SBA loan or another variety of business loan, Know Thy Market provides market optimized documentation for maximal impact.

Market-Oriented Business Valuation

There are many quantitative and qualitative factors of direct relevance to the true value of an enterprise. Many of these factors are contingent upon current market conditions and ongoing growth dynamics. With over twelve years of business valuation experience, Know Thy Market founder Joe Carlen MBA MISM is an expert in this field. He is adept at assembling, integrating and analyzing all these elements to arrive at a strong and defensible valuation for any business.

Market-Oriented Intellectual Property Valuation Documents

Mr. Carlen is the co-inventor of the MTPA (market targeted patent application) with renowned patent attorneys Russ Weinzimmer & Joe Aufiero. Along with assessing the market for each invention, Mr. Carlen has leveraged his extensive patent assessment experience to develop a uniquely comprehensive analytical process that is able to determine a defensible value for almost any intellectual property.

Market-Oriented Private Placement Documents

Mr. Carlen's market focus enables him to optimize these documents in a way that maximizes their investor appeal. That's why Know Thy Market is the premier source for effective PPM documents.

Market-Oriented Investor Presentations

Having prepared and presented countless investor presentation over the years, Mr. Carlen knows how to craft each word, image, chart, and graph on each slide for maximal impact.