Description
Take your business from concept to reality with a professionally crafted, investor-ready business plan—complete with scenario-based financial forecasting. Our Business Plan Writing & Forecasting service helps you validate your business idea, articulate your unique value proposition, and secure funding or investment with confidence. Leveraging real-time data from your accounting system, we’ll ensure your projections and action steps resonate with lenders, investors, and key stakeholders.
Scope:
- Consultant will review & consider
- Existing business concept, market research, and strategic objectives
- Historical financials (if available) and industry benchmarks to form realistic revenue and cost assumptions
- Any data from QuickBooks, Xero, spreadsheets, or existing forecasts.
- Consultant will develop/write/recommend/prepare/provide
- A complete Business Plan including executive summary, market analysis, operational strategy, and marketing approach
- Assemble well-defined assumptions, ensuring investors/lenders trust your approach
- Scenario-based financial models (best case, worst case) aligned with your goals
- Investor-focused content highlighting problem, solution, ask, ROI potential, break-even points, and scalability
Deliverables/Outputs:
- Business Plan Document
- MS Word or PDF format, typically 25 – 30 pages
- Covers executive summary, market analysis, competitive landscape, operational plan, marketing plan, financials
- Financial Forecasts & Tables
- Income statement, cash flow statement, balance sheet projections for 1-3 years
- Forecasting Worksheets
- Industry Information
- Presentation Pitch Deck (Optional)
- Up to 6-7 slides summarizing key findings and pitch elements for potential investors or lenders
Timing:
- 3-6 weeks
Assumptions:
- Includes up to 2 rounds of revisions based on client feedback.
- Client agrees to provide market research or unique data relevant to their business, if available or additional charge would be factored in for market research.
- Client will review & approve deliverables within 5 business days of submission.
- Out-of-scope or additional requests (e.g., deeper competitor analysis, multiple investor presentations) may require a separate engagement.
