MEETING AND CONFERENCE PLANNING BUSINESS PLAN

I. Executive Summary

Company Description

SummitAxis Events—named to signal peak experiences and central connections—launches in 2026 as a U.S.-based corporate event management firm serving SMEs and large corporations. We operate in the meetings, trade shows, and conferences sector, delivering end-to-end planning: venue sourcing, vendor management, AV and production, registration and attendee tech, on-site logistics, and sustainability reporting. Our team of certified planners uses a proprietary event-management platform that centralizes budgeting, timelines, supplier contracts, and carbon-tracking to reduce risk and compress lead time. One-line: we run high-touch, tech-enabled events that meet corporate compliance and sustainability targets.

We compete on certified-planner expertise, a lean scalable structure, and a proprietary toolset that lowers per-event overhead and improves margin. Target clients are medium and large corporate event buyers in tech, professional services, and regulated industries that demand measurable sustainability and tight ROI. Short-term goal: achieve Year 1 EBITDA of $345,000. Long-term goal: national rollout, platform licensing to agency partners, and sustained EBITDA margin improvement through automation and supplier consolidation. One-line: scale growth by selling repeat programs and platform subscriptions while protecting margin through operational discipline.

Problem

Large corporate events and trade shows require coordinating many vendors, venues, and technologies, which diverts internal teams from core operations and increases project risk.

Clients cannot measure true event ROI, reliably boost attendee engagement, or meet sustainability targets because in-house teams lack sustained event operations expertise and technology depth, leading to wasted budget and sub-optimal outcomes.

Solving these operational and measurement gaps is necessary to deliver predictable outcomes and reach the Year 1 EBITDA target of $345,000.

Solution

Corporate clients face high operational burden and little measurable ROI when running modern events; our end-to-end service bundles venue selection, vendor coordination, tech integration, on-site staffing, and post-event analytics to remove that burden and deliver measurable financial outcomes.

One-line: we replace fragmented event logistics with a single managed engagement that reduces client load and produces measurable ROI, targeting breakeven in 5 months and a Year 2 EBITDA of $1,825,000.

Mission Statement

We transform corporate events into seamless, data-driven, sustainable experiences that deliver measurable value so clients can focus on core business objectives.

We commit to excellence in execution and the highest standards of professional integrity as the leading partner for U.S. corporations seeking innovative, impactful event solutions.

Our mission guides operations and strategy toward 22.48% Return on Equity.

Key Success Factors

Success depends on controlling acquisition costs, leveraging vendor advantages, strong leadership, early breakeven, and selling high-margin full-event services.

• Low CAC: Customer Acquisition Cost starts at $2,500 and falls to $1,700.
• Proprietary vendor database: Vetted suppliers with preferred pricing agreements reduce direct costs.
• Experienced leadership: Management depth supported by a $180,000 CEO salary ensures execution.
• Early breakeven: Targeted breakeven by May 2026 secures runway and investor confidence.
• High-margin services: Focus on full event management drives long-term profitability.

Financial Summary

Financial snapshot for the Executive Summary: strong profitability and quick investor payback.

Financial requirements: total 2026 Capex $178,000, minimum cash required $760,000 (Jun-26); breakeven May-26 (5 months) and investor payback in 11 months; anticipated ROI: IRR 17% and ROE 22.48%.

Conclusion: strong, scalable profitability with rapid breakeven and attractive investor returns.

Funding Requirements

The company needs $760,000 to launch in 2026; projections show EBITDA growing from $345,000 in Year 1 to $9,313,000 in Year 5, an IRR of 17%, ROE of 22.48%, a five‑month breakeven, and an 11‑month investor payback.