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  • 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: info@wiseplannerconsulting.com

    W: www.wise-plannerconsulting.com

  • INTRODUCTION 1

    REVALUATION & EQUITY

    PARTICIPATION 2

    ACQUISITIONS & EXPENDITURES 3

    THE RE-ORGANIZATION 4

    TRANSACTIONS 5-6

    MANAGEMENT CHANGES 7

    PROJECTIONS 8-9

    APPENDIX

    VALUATION OF BUSINESS i-ii

    INVESTMENT & ENGAGEMENT

    PROPOSAL iii-iv

    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.

    1W I S E P L A N N E R C O N S U L T I N G

    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).

    2W I S E P L A N N E R C O N S U L T I N G

    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.

    3W I S E P L A N N E R C O N S U L T I N G

    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.

    4W I S E P L A N N E R C O N S U L T I N G

    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.

    5W I S E P L A N N E R C O N S U L T I N G

    T R A N S A C T I O N S

  • 6W I S E P L A N N E R C O N S U L T I N G

    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

    Notes:

    AIG Agreement In Principle

    NYF Not Yet Fixed

    T R A N S A C T I O N S

  • 7W I S E P L A N N E R C O N S U L T I N G

    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

    push includes:

    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

  • 8W I S E P L A N N E R C O N S U L T I N G

    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

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