A business plan that earns a yes first.
Clear, lender ready business plans with realistic financial projections, built around your idea and written so the reader can follow every number.
Free 15 minute consultation. No obligation, fully confidential.
- Realistic projections
- Confidential by default
- Review call before final
What is your plan for?
Pick a purpose. We'll suggest what belongs inside.
- 1Executive summary
- 2Company and offer
- 3Market and customers
- 4Operations plan
- 5Marketing plan
- 6Financial projections
An outline to guide the conversation. The final scope is agreed with you on a call, before any work starts.
Projections a reader can follow
Three years of revenue and costs, built from assumptions you can see and change. Switch the scenario to see how a plan responds.
- Startup costs and fundingWhat you need, what you put in and what you borrow.
- Monthly cash flowSo a reader can see the first year, month by month.
- Break even pointWhen the business starts to pay for itself.
Sample figures for illustration only. Your plan uses your own numbers.
What a good business plan contains
Tap a section to see what goes in it and why a reader looks for it.
Sample layout. Your plan is shaped around your goal and your reader.
Written for the person who reads it
A plan for a lender is not the same as a plan for an investor. Pick a reader to see the questions we write for.
What a lender asks
Lenders want to know the loan will be repaid, and what happens if things go slower than planned.
- 1Does the cash flow cover the repayments?
- 2How much of their own money are the owners putting in?
- 3What if sales come in lower than planned?
Where the plan answers
Financial projections show repayment and Company and offer shows who is behind the business.
What an investor asks
Investors look for a market worth winning and a team that can win it.
- 1Is the market big enough?
- 2Why will customers choose this business?
- 3How and when does the investment pay back?
Where the plan answers
Market and customers shows the opportunity and Financial projections shows the path to return.
What a partner or landlord asks
Partners, landlords and suppliers want to see that the business is organised and serious.
- 1Is this a real, well run business?
- 2Who is responsible for what?
- 3Can it afford what it is agreeing to?
Where the plan answers
Operations plan shows how it runs and Executive summary gives the overall picture.
What you ask yourself
A plan is also for the owner. Writing it down shows whether the idea works before you spend the money.
- 1How much do I really need to start?
- 2When will the business break even?
- 3What do I do in my first three months?
Where the plan answers
Financial projections show what it takes, and Marketing plan shows how the first customers arrive.
From first call to finished plan
Six steps, one team and no surprises. Timing depends on the scope, and we confirm it with your quote.
- Step 1
Scope call
We learn about your idea, your reader and your deadline.
You and us - Step 2
Fixed quote
Scope and price confirmed in writing before any work starts.
Agreed first - Step 3
Research and drafting
We research your market and draft each section with you.
Our work - Step 4
Financial model
Projections built from assumptions you can read and change.
Numbers you can check - Step 5
Review call
We walk through the draft and refine it together.
Questions answered - Step 6
Final plan
The finished plan, ready for your lender, investor or partner.
Yours to use
What to have ready
You don't need everything on day one. Tick what you already have and see how prepared you are.
Tick the items you already have.
Plan questions we hear most
Short answers here, longer ones on a call.
Ask us on a free call and we'll give you a straight answer, even if the answer is that you don't need a plan yet.
Book a free call Or message us on WhatsAppAnyone applying for a loan, raising investment or buying a business, and anyone starting out who wants to test the idea on paper before spending money.
Yes. We start with your idea, your background and your goals, then build the market, operations and financial sections with you.
That is the aim. Projections are built from stated assumptions that you can read and challenge, so a reader can see where every number comes from.
We write plans with lender questions in mind. No one can promise an approval, because that decision belongs to the lender, but a clear and well supported plan helps your case.
Yes. You review a draft, we change what needs changing, and the final plan is yours to use and update.
Book a free 15 minute call or send the form. We will ask about your goal, your reader and your deadline, then give you a fixed quote before any work starts.
Tell us about the plan you need
Share who the plan is for and what it should cover, and we'll come back with a fixed quote and the next steps.
- 1Within a dayWe replyAn advisor contacts you by phone or email.
- 2The callWe listenFifteen minutes on your purpose, your reader and your deadline.
- 3Your quoteWe scope itA fixed quote and a clear outline of what the report will contain.