Business Plan Preparation.
A business plan sets out what your business does, the market it serves, how it will grow, what it needs in capital and people, and what the numbers look like over the next three to five years. We prepare a plan whose narrative and financial model agree with each other, written for its reader: a bank, an investor, a board or a government scheme.
Typically 3–5 weeks, driven by management's availability for interviews, access to data and market information, and the number of review rounds.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Founders preparing for a first institutional fundraise
- Companies applying for term loans, project finance or government scheme support
- Established businesses setting a multi-year strategy for the board
What you receive at the end.
- 01Business plan document, typically 30–50 pages
- 02Executive summary for first-contact use
- 03Linked financial projections in Excel with an assumptions sheet
- 04Funding requirement and use-of-funds schedule
Business Plan Preparation, step by step.
Typically 3–5 weeks, driven by management's availability for interviews, access to data and market information, and the number of review rounds.
- 1
Brief and audience
We agree the purpose of the plan, who will read it and what they will look for.
- 2
Management interviews
We interview founders and key managers and review your financials, customers, operations and competitors.
- 3
Market and strategy
We size the market from published data and set out your positioning, go-to-market approach and operating plan.
- 4
Financial projections
We build linked projections of P&L, balance sheet and cash flow, with the assumptions, funding requirement and key ratios.
- 5
Draft and finalise
We write the plan, review it with you, and produce the final document with a short executive summary.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Financial statements for the last three years (if operating) and current year-to-date figures
- Company profile, product or service details and pricing
- Customer, order book or pipeline data
- Management team details and organisation plan
- Expansion plans, capex quotations and funding already arranged
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Business Plan Preparation.
Ready to discuss Business Plan Preparation?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.