Business Plan Process

1 Your business plan is crucial, and we will discuss every step in its creation. Your plan must convey the details of your business and overall vision. We will clarify any concepts and will develop the plan in a way that best fits your business. After discussing your ideas, we can present you with a final product. 

2 We will send you an NDA (non-disclosure agreement), you need it to protect your intellectual property and a service agreement. After we receive signed paperwork our work can begin.

3 At this phase, we’re ready to start gathering financial information. We’ll send you a questionnaire that helps us determine your financial situation. We’ll review your responses in detail, and then schedule an additional phone call to discuss any specifics as needed.

We will complete first financial plan draft in 5 working days, then send it back to you. We will make revisions as needed. You will receive up to 5 revisions at no extra charge. Each revision will additional 2 days.

4 At this stage you will be provided Business Assessment Questionnaire. Once completed we will examine results and, if necessary, schedule additional time to speak with you.

Our market intelligence department receives the required information about your business, location, and other specifics for purpose of conducting competitors’ analyses and demographics studies. 

It takes 5 business days to assemble your business plan draft. You’ll receive a draft copy for your revisions.

We offer two rounds of changes for the business plan revisions. In addition, we will require a minimum of two business days after our initial draft to complete revisions to the business plan.

5 Once final draft plan has been revised, you will receive final version in PDF and MS Word formats.

This completes business plan preparation process. Our goal is to make sure every client we work for leaves with a complete and comprehensive business plan that surpasses their expectations.

Business Plan Types

Immigration Business Plan

When preparing an immigration business plan, a consultant works closely with a client to create a great business concept. Your business plan will be thoroughly evaluated by our experienced team and will be collaborated closely with client’s immigration consultant or a lawyer to ensure it is drafted in accordance with Canada’s immigration policy and processes.

Business Concept for Immigration

Business immigration typically follows two steps. First, a business owner invests time and energy forming a business idea into a workable concept that includes the nuts and bolts of how it will be carried out. 

Next, the idea is refined and entire process is made final with a business plan being created. 

Our firm provides comprehensive support from concept to completion of business plan to client’s immigration consultant or a lawyer for immigration application process.

Banks Business Plan

These business plans are prepared for the loan officer at the bank, the ultimate decision maker when applying for a commercial loan. While it may seem simple to fill out a template provided by the lender, this is not how business plans should be written. A CPA firm should ensure that the business owner understands all aspects of their plan, from material, timing and cash flow projections to formalities and fees.

Start-ups Business Plan

You’ve got an idea for a new business. We’ll make sure it doesn’t fail. A Start-up business plan covers every aspect, from market research to operations to pricing and marketing. It’s your one-stop-shop to starting a successful new business.

We can also help with legal compliance, financial strategy, go-to-market strategy, and operations.

Investors Business Plan

When you need funding for a new business or looking to raise money for an ongoing venture, our business plan writers can handle it all. From investor information memorandums to investor presentations and other documents, to help you take your business to the next level, we take care of everything – within the business plan writing process.