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The plan that presents your company to investors, banks and partners.

To raise capital, apply for a loan, expand your brand or lease a larger space: a plan built around your business, with five-year projections and year one month by month.

A team working at wooden desks, seen from behind, with spreadsheets and charts on their monitors

The most common situations

The content changes with the reader: an investor, a bank, a landlord or your own team.

Raising capital
What an investor wants to see before investing: the market, how the company makes money, where the funds will go and the projected return.
Bank loans and financing
The plan and projections that banks and lenders ask for when reviewing a loan, with repayment capacity and monthly cash flow for year one.
Brand expansion
To open a new location, reach another city or state, or start franchising: how much to invest, how to operate and what to expect from each stage.
Commercial leases
Many landlords ask for a business plan before signing the lease. We show the operations, the expected revenue and the capacity to pay the rent.
Planning and partnerships
A plan for internal use: goals, team and numbers to decide the next step, negotiate with partners or reorganize operations.

What you receive

No plan starts from a ready-made template: the narrative, the research and the numbers are built around your business.

Market and competitionWho buys, how big the market is and who is already competing for that customer, with the source of every figure.
Operations and teamHow the company runs day to day, who does what and when each person comes on board.
Use of fundsHow much the business needs, where every dollar goes and how long it takes to earn it back.
Five-year projectionsProfit and loss, cash flow and balance sheet projected over five years, all tied to the same financial model.
Year one, month by monthThe start of operations in detail, with sales, staffing, profit and loss, cash flow and balance sheet for every month.

The first step

Tell us what the plan is for (investors, a bank, expansion or a lease) and send a short description of the business. We reply with the scope, the timeline and a proposal.