A N E W D A W N A T W I S E P L A N N E R
I N V E S T O R S R E P O R TS e p t e m b e r 2 0 1 5
Wise Planner Consulting43, AfriBank Street,Victoria Island,Lagos, Nigeria.M: +234 (0)70 406 03344E: email@example.com
REVALUATION & EQUITY
ACQUISITIONS & EXPENDITURES 3
THE RE-ORGANIZATION 4
MANAGEMENT CHANGES 7
VALUATION OF BUSINESS i-ii
INVESTMENT & ENGAGEMENT
T A B L E O F C O N T E N T
"To build a binding and continuous relationship with organi-zations seeking management support and provide them with continuous capabilities improvement
OUR MISS ION
A leading Management Consulting firm that helps or-ganizations to adopt proven contemporary management practices as a way of life"
OUR V I S ION
It has been a rebirth at Wise Planner Consulting; a phoenix rising again. Wise Planner Consulting is founded
by Samuel O. Omole, a distinguished management consultant with over a decade of admirable consulting practice.
Inevitably, every business must learn to re-invent itself in adapting to the dynamics in time, taste and technology that easily
rendered the inflexible business obsolete. This Augean task belongs to the leadership of any organisation and the founder
of Wise Planner Consulting has taken up this task since the beginning of the present fiscal year in January 2015. The
leadership at Wise Planner Consulting seeks a total deviation from the status quo; a position wherein the business
has subsisted as one-man affairs. This makes the need for restructuring, recruitment and re-strategising imperative.
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I N T R O D U C T I O N
The first step taken in the new direction is the revaluation of the business with the prospect of seeking equity participation. Rotimi
Olulenu & Co., the company's accountant, carried out the business revaluation. The business value as at January, 1, 2015 was put at
twenty-nine million naira (NGN29million). In the pursuit to quickly secure investor fund for the rebuilding of the business, the founder
decided to take the firm to the market at a discounted value of twenty-five million naira (NGN25million). He was successful to garner
equity interest from two investors; Oyemi Boardroom Limited and Mrs. Adewumi Wale-Akinrinde. Oyemi Boardroom
Limited represented by its CEO, Emmanuel Adeoye took interest in taking fifteen percent (15%) of the business at the sum of three
million, seven hundred and fifty thousand naira (NGN3.75million). While, Mrs. Wale-Akinrinde signifies interest in taking ten
percent (10%) ownership at two million five hundred thousand naira (NGN2.5million).
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R E V A L U A T I O N & E Q U I T Y P A R T I C I P A T I O N
However, it should be noted that two investors have undertaken certain expenses on behalf of Wise Planner Consulting with the
agreement of Mr. Sam Omole which are in pursuant of securing strategic assets and/or services to facilitate the emerging new
structure of business operation at Wise Planner. These expenses are made against the solicited capital contribution agreed. As at
the last computation on September 07, 2015 these expenses include only:
1. Incorporation expenses at NGN200,000 financed by Oyemi Boardroom Limited.
2. July & August Consultant Salaries at NGN250,000 Oyemi Boardroom Limited.
3. July Research Analyst Salary at NGN100,000 Oyemi Boardroom Limited.
4. A lease of a car, Hyundai Tucson, for official purposes by Mrs. Wale-Akinrinde. The valuation of which is yet to be established.
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A C Q U I S I T I O N S & E X P E N D I T U R E S
Consequent on the above, Wise Planner Consulting, has gone back to the drawing board to fashion a 5-year strategic plan. A plan
codenamed "transformation". It is a plan to completely transform Wise Planner into a full-fledge consulting firm for it target market;
the small and medium scale businesses. The focus of the strategic plan is on structures, solutions and synergies. Structures emphasize
a more organised approach to doing business invariably facilitating scalability. We are in business to provide solutions, top-class
solutions to facilitate best practices for our clients. Strategic partnership is a key part of our growth strategy, this begins with
integrating key professionals to facilitate a more robust service provision and adopting cutting edge third-party services that improve
our efficiency. Though, the management of Wise Planner Consulting has began a skeletal implementation of this plan, the intention is
to go full swing on the action plan by January, 2016. One of such preliminary steps taken by the management of Wise Planner is
securing the services of two analysts on freelance basis pending a more former arrangement. The first of the analysts resumed work
early in July while the second will start this month of September.
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T H E R E - O R G A N I Z A T I O N
July, 2015 indeed, marks a new turn in the history of our firm. Wise Planner began a new approach to its business with the
aforementioned backings and supports. The last two months have seen us building bridges to small and medium scale enterprises and
their supporters/sponsors. Here below is the schedule of the projects we have in the pipeline and the status of each.
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T R A N S A C T I O N S
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CLIENT PROJECT SUBMISSION DATE STATUS EXECUTION DATE FEE (NGN) NOTE
Fidelity Bank SME Academy 01 July 2015Commissioned NYF 1,500,000 Likely Execution in September
Gemstone/GTB Mentoring the Mentors 20 July 2015Commissioned 18-19 September, 2015 1,400,000 Seeded Facilitated by Gemstone
Gamsole The Animated Advantage 22 July 2015 Inactive
Zenith Insurance Gearing Zenith Insurance Corporate Culture 25 July 2015Partial Execution 22 August/22 September 750,000 1st part executed and paid for. NGN250,000
Sterling Bank SME Toolkit: Are you Profitable? 26 July 2015Commissioned NYF 400,000 Likely Execution in September
Direct Impact/NDIC Sustainable Banking Environmental & Social Risk Management 27 July 2015AIP* NYF 250,000 Fee is per 50 participants
Direct Impact/NDIC Financial Holding Company Supervision 27 July 2015AIP* NYF 250,000 Fee is per 50 participants
IDAN Organization Process Development for IDAN 31 July 2015AIP* NYF Pending Board Approval
UBA Metropolitan The Effective Executive 31 July 2015Commissioned NYF 600,000 Likely Execution in September
Sterling Bank Business Development Services for Sterling Bank MSME Customers 06 August 2015Still in process
Enterprise Bank Aligning to Post-integration Cultural Demands 10 August 2015DeactivatedEnterprise has merged with Heritage
Heritage Bank Business Acumen and Financial Intelligence for Bankers 10 August 2015Still in process
Sterling Bank ERP Solution for MSME 11 August 2015Still in process
Zenith Insurance Masterclass: Gearing Zenith Insurance Corporate Culture 27 August 2015Still in process
RBA RBA Exams/Revision Study Center in Nigeria 04 September 2015Still in process
Heritage Bank Aligning to Post-integration Cultural Demands 08 September 2015Still in process
AIG Agreement In Principle
NYF Not Yet Fixed
T R A N S A C T I O N S
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The highlights above have been the state of affairs at Wise Planner Consulting since the resurgence. The management
is happy with these developments and seek to push further the changes towards achieving our growth strategy. This new
1. Upon the agreement of the investors the establishment of a specific date each month for the payment of overheads.
Which presently include the salaries of the management consultants and two analysts along with the allowance for
internet subscription. The management advise a standing order to this effect.
2. Submission of a quarterly report of business operations to the investors.
3. Incorporation of an Enterprise Resource Planning (ERP) software in our business process management.
4. The strategic participation of our investors in facilitating business transaction along their line of expertise.
M A N A G E M E N T C H A N G E S
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The management of Wise Planner Consulting expects a busy and profitable next quarter. We look forward to more successful
commissions with our proposals in the pipeline. We intend to do more of our current proposition with financial and non-
financial entities to further establish our footprint with the sponsors and supporters of small and medium scale businesses. The
management also seeks to create a more dependable and stable cash flow. One of the steps in this direction include the
publishing of a quarterly entrepreneur magazine which we seek to begin within the quarter. Similarly, we look forward to the
following proposals creating a good cash flow:
1. Business Development Services for Sterling Bank MSME Customers
2. ERP Solution for MSME
3. RBA Exams/Revision Study Center in Nigeria.
P R O J E C T I O N S