Bank Loans & Investor Business Plan

What does your Bank and Investor business plan include?

Six sections

  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, 1 year
    • Profit & Loss Statement by month, 1 year
    • Balance Sheet by month, 1 year
    • Break Even, Cash Flow Forecast by month, 1 year
  6. Marketing Strategy and Top Line Budget (5 pages)
  7. Appendices (9 pages)

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

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.

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.

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Amada Medenilla
Amada Medenilla
David is amazing. The 48 pages business plan he and his team has prepared for my labour hire business is impressive. I highly recommend him to anyone who needs a business plan. He is very organized and easy to do business with. He is very accommodating and respond quickly to all my queries via email or phone.
Levi Nyabaro
Levi Nyabaro
Always on time and keen to detail. Very ready to listen and work as per your requirements. I recommend.
Rob Dobin
Rob Dobin
David experience and knowledge produced a clear and concise business plan that ticks all the boxes. David was extremally professional , took the time to walk me through the plan, and left me confident to start the implementation. Thank you David.
Romana - Katarina Čičko
Romana - Katarina Čičko
I had the pleasure of working with David - an incredibly knowledgeable and efficient professional who helped me craft my business plan. Their expertise shone through as they provided detailed and effective guidance. What stood out was not only their expertise but also their excellent customer service. They were prompt in their responses and happy to share their knowledge, making the entire process smooth and easy. Working with them was a delightful experience, and I wholeheartedly recommend their services to anyone seeking top-notch business support.
Angryface Transport
Angryface Transport
Very easy to do business with. Easy going, knowledgeable and professional report at the end.
Emaid Mustapha
Emaid Mustapha
I would like to thank SBP by Assent, David completed my company's business. It was great working with him as he was happy to answer any queries I had and very thorough explanations. It's a pleasure dealing with you and will highly recommend your services to others.
Alana Care Support Services
Alana Care Support Services
very good services.
Leila Nassutti
Leila Nassutti
Excellent work , very nice person and responsable . 100 % recommended
Junior Dzoma
Junior Dzoma
David was so professional and easy to work with. He produced a well-documented Business Plan for my business. It was well presented. I would not hesitate to recommend him to anyone in future. Loved your work.
christine bosire
christine bosire
It was great working with David and his Team, they had great wealth of knowledge, easy to connect with and developed an amazing Business Plan for us and were prompt with communication and also advice. Very happy with their service and highly recommend them.

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?



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.