Three out of every 10 plans we do are for banks, investment, or to raise funds from other sources, such as a grant.
I’ve written Plans for Westpac, CBA, ANZ, St George, and Bendigo. My specialist team includes a Management Accountant. As well as banks in Australia, our plans go to Angel Investors, and Venture Capitalists.
These plans are more finance-heavy than the general Small Business Plan, with up to 12 pages of financial reports if required.
Is this your first time going for finance?
If so, I can help with coaching, making sure that the Business Plan puts you in the best light, and positions your idea in the mind of the finance people as a winner. I do that by helping you avoid some of the most frequent errors that people make.
If you are a successful business already, I make sure that I bring forward all of your best points, your strengths, and downplay your weaknesses while highlighting the opportunities and trends.
Finance people are conservative, but I speak their language. Risk is also carefully managed in your Business Plan for you.
We have all major banks’ business plan templates.
For Investor Business Plans, we also offer an investment pitch or “canvas”. This is a short version of a plan that can be either one slide to act as a teaser, or can go to 12 slides, to make sure that it engages an Investor. This looks amazing because it is graphically designed professionally.
We specialise in Business Plans for banks and investors, so our team can work quickly because it has all the costs and expenses benchmarks that banks use, ATO benchmarks, market demand data and other info ready to analyse and put into your Plan. We subscribe to market research, so it’s provided to us in the right format for your local areas and the conditions for your Plan.
All our Plans are Guaranteed
If you are in anyway unsatisfied, please let us know and we will do whatever it takes to get you the plan you need.