Bank Loans & Investor Business Plan

Plans done to date: 350+
bank business plan

Business Start-Up

$786

+GST

Existing Business*

$1,176

+GST

*Plans for existing businesses require a review of your business financials by our Accounting Consultant

Outcome Guarantee

If the plan is materially inadequate for its stated purpose, we will revise it or refund our professional fee in full.

If a decision-maker such as a Bank Loans Manager, or an accrediting authority representative (Aged or Child Care, Labour Hire, NDIS, RTO), or a Landlord asks for reasonable changes to your business plan, we will make them at no extra cost.

This Guarantee does not cover your personal eligibility, your finance capacity, or any advice or decisions made by your other advisors outside our control.

What does your Bank and Investor business plan include?

Included Sections:

Each of these sections includes a number of topics and pages.

  1. Executive Summary (4) pages
  2. Operations (5 pages)
  3. Market Research and analysis (up to 8 pages)
  4. Human Resources (4 pages)
  5. Financials (15 pages)
    • Assumptions
    • Sales / Revenue Forecast, 3 years
    • Profit & Loss Statement by month, 3 years
    • Balance Sheet by month, 3 years
    • Break Even, Cash Flow Forecast by month, 3 years
  6. Marketing Strategy and Top Line Budget (5 pages)
  7. Appendices (9 pages)

Included Services:

Two on-line meetings with a Lead Consultant:  

  • (Before the first meeting we send you a short Questionnaire to get the basic information about you and your business, idea or start up)
  • The first meeting is at the start of the process; for 45-90 minutes (or as much times as you need) to talk about what we will be researching, and gathering for your Business Plan, and to learn more about your business or start-up.  
  • At this or the next meeting we can also give you advice, help you with your questions, and share our expertise, troubleshoot your existing business or  new start-up idea  and help you with common problems clients encounter setting up your type of business. After the first meeting we gather data, Financials / Market Research, do Analysis, Writing, Editing, and Proofing 
  • We also have a second meeting after we send you your Plan Version 1 for any Questions and Queries you have now that you have your Plan, usually this takes up to 45 minutes. 

Admin person: 

  • Gathers and saves all important documents that we use to create your Plan 
  • Formats, types (content from Consultants), does the charting, graphs, and tables, then proof 

Two Versions: 

  • You can get us to make changes to the first Version, if you need any, and then send the second Version to the bank or investor.

Four out of every 10 plans we do are for banks, investment, or to raise funds from other sources..

We’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.

One more thing

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.

Additional Resources

Google
Fiston son profile picture
Fiston son
23/12/2024
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David is very knowlegeable about the plans and ensures tiny mistake has been corrected
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Alper Arik profile picture
Alper Arik
27/11/2024
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I had the pleasure of working with David and his team to create a business plan and I am beyond impressed! The plan exceeded my expectations – it was well-researched, clear, and tailored specifically to my business. It was so clear and thorough I didn't even need the second face to face meeting to clarify any points. The attention to detail and professionalism they brought to the process was outstanding. They also offered valuable insights that I hadn’t considered, which helped me refine my strategy. I highly recommend Small Business Plans by Assent to anyone looking for a top-notch business plan that will help set your business up for success.
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Emily Rolfe profile picture
Emily Rolfe
25/11/2024
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Thanks to David and his team at SBP by Assent. For someone as myself being absolutely green in this area. David was able to bring my idea to a reality and give great knowledge & insight with all the required information and data to assist me in moving forward in the right direction. I can't recommend SBP by Assent any higher!
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Anthony Triscari profile picture
Anthony Triscari
21/11/2024
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I recently had the pleasure of working with David at Small Business Plans by Assent to create a company profile for my business, and I couldn't be happier with the results! David was incredibly professional, attentive, and knowledgeable throughout the entire process. He took the time to understand my vision and provided valuable insights that really helped shape my business identity. The final product exceeded my expectations and has been an essential tool in moving my business forward. I highly recommend Small Business Plans by Assent to anyone looking to start or enhance their business planning! Thank you, David, for your amazing support!
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Cleo Patra profile picture
Cleo Patra
13/11/2024
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I'm a returning client from Assent. David and his staff deliver high quality Small Business Plans. Highly recommended!
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Priscilla Muswibe profile picture
Priscilla Muswibe
14/10/2024
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We received first class service with our business plan from David and his team. He is very easy to talk to, and provided invaluable business advice. Highly recommend.
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Craig Major profile picture
Craig Major
11/10/2024
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It has been a pleasure to work from start to finish on our Business Plan with David and his team. Their details to the finer workings of completing our Business Plan was second to none, and knowing the market and trends has been exceptional. Highly Recommend :)
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Sukhy Maan profile picture
Sukhy Maan
04/10/2024
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Exceptional Service and Expertise! I had an outstanding experience. Their team demonstrated a deep understanding of my vision and goals, crafting a detailed and professional business plan that exceeded my expectations. The attention to detail, thorough market research, and actionable financial projections were exactly what I needed to secure investor interest. Communication was smooth, and they were incredibly responsive to all my questions and feedback. Highly recommended!”
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kamal sohi profile picture
kamal sohi
04/10/2024
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We are so glad that we found Mr.David to get his expertise for our business plan and thats done in less than week's time.He was so helpful,calm and quick to make any changes that we requested on short notice.We are thankful for his services and would love to come back in future and we would recommend everyone to come to him and you will not be disappointed.
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Charles Gaherity profile picture
Charles Gaherity
01/10/2024
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Working with Small Business Plans to develop my business plan was an incredible experience. Their team was professional, knowledgeable, and genuinely invested in helping me achieve my business goals. They provided insightful advice tailored to my unique needs, and their attention to detail ensured my plan was thorough and well-structured. I felt supported every step of the way, and their expertise made a huge difference in bringing my vision to life. Highly recommend Small Business Plans to any entrepreneur looking for top-notch business planning services. And a special thanks to David, owner of Assent. I learned so much from our scheduled face-to-face chat, where he generously shared his expertise and offered valuable insights that has elevated my understanding of business planning. His personalized approach and dedication to my success were evident, and I left the meeting feeling more confident and prepared to take my business to the next level.

Frequently asked questions about this Plan:

What is the total number of pages in this plan?

54 pages

Do you have an Business Plan example or a Plan example?

We do – because we’ve written dozens of them. Click here or see our Additional resources for sample Plan and more help for you.

What is the cost of an Bank and Investor Business Plan?

Price range: $786.00 through $1,176.00

+GST

Why is your Business Plan lower priced and has more pages in it than others?

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.

How many hours do you spend on my Plan?

12 hours

What if I am not satisfied?

All our Plans are Guaranteed

All of our plans are satisfaction 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.

david myles

Also includes: (up to another 8 pages depending on number of products and services)

  • Additional financials
    • Profit & Loss Statement by month, 3 years
    • Balance Sheet by month, 3 years
    • Break Even, Cash Flow Forecast by month, 3 years
  • Alternative “What if” Scenario Modelling
  • A 45-60 minute chat after you get your first of the two versions we will provide included in our fee