Personalized bank-ready business plans and financials

In as little as 48 hours

We help build businesses. 

One business plan at a time. 

We specialize in developing business plans and financial projections that help small business owners and entrepreneurs apply for bank and investor funding, improve operations and gain confidence in their ability to succeed. We save you time and help reduce your risk.
Our plans are written by business experts with 15+ years of industry experience. These qualifications, coupled with a highly efficient and personalized process, help our clients apply for funding from leading North American banks, financial organizations and private investors. 
FINANCIAL PROJECTIONS

Financial projections are the foundation of your business. Whether starting a new business or running an existing one, you can count on us to develop financial projections that are realistic and make sense to you, your investors and lenders. 

BUSINESS PLAN DEVELOPMENT

Our goal is to provide you with a road map and support your requests for funding. Using financial projections as a blueprint, our plans provide a detailed level of insight into what it will take to launch and successfully run your business. 

COACHING & CONSULTING

Our goal is to empower you to succeed as an informed business owner. To help achieve that, we become your trusted consultant. We give you access to the level of thinking often present in large organizations, but which - until now - has been inaccessible to small businesses. 

Efficient process

Fast turnaround and expert guidance

01
Reachable 24/7.

We operate virtually, using the latest collaboration technology to ensure that we remain accessible and available to you virtually 24/7. 

We typically connect with clients via WhatsApp, Skype, Messenger and email - giving you peace of mind, while ensuring that we are available when  you need us. 

02
Your input. Our expertise.

When we begin working together, we will first conduct an initial interview, which will serve as the basis for the business model canvass and financial projections we will develop. 

With your financial projections acting as the blueprint and validation that your business model will be profitable, we will then develop your personalized business plan complete with elements typically requested by lenders and investors. 

03
Revisions & Updates.

Once we complete your business plan, we will continue working with you for up to a year (depending on the service you choose) to implement updates to your plan or financials as you review them with investors or lenders and validate them in practice.

As your business becomes operational, we continue to stay involved, helping your pressure-test assumptions, validate your business model and - if necessary - adjust it to ensure maximum success. 

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How we work together

Our engagement process

Click to the right to get to know our process and how we make it easy and efficient to develop your financial projections and business plan.

 

 
Small business
Services & pricing
Our goal is to provide you with the most personalized, meaningful and strategically solid business plan as efficiently and cost effectively as possible. 
Depending on your specific needs, we can help with the development of a complete plan, financial projections or individual sections of your plan. 

Premium 3-Year Financial Projections

Prepared by BizPlanShark experts and as requested by banks and other lenders. Completed according to your loan requirements and specifications. 3 months of revisions included.

Deliverables: a 15-20 pages of 3-year financial projections, including analysis of financial performance to-date, fixed cost analysis, balance sheet/income statement/statement of cash flow projections for 3 years forward.

Investment Required: $295

Business Plan & 3-Year Financial Projections

Prepared by BizPlanShark experts and includes a comprehensive business plan write-up, accompanied by detailed 3-year financial projections. 3 months of revisions included.

Deliverables: a complete business plan, including business overview, competitive, market and customer analyses, as well as detailed financial projections for a total of 25-40 pages depending on the specific nature of the business.

Investment Required: $995

Self-Guided 3-Year Financial Projections

 

Answer a few self-guided questions in an automated Excel questionnaire and watch the model automatically populate. This do-it-yourself option if perfect if you are confident in your financial and excel skills and are looking for a general model without too much customization.

Deliverables: a 15-20 pages of 3-year financial projections, including analysis of financial performance to-date, fixed cost analysis, balance sheet/income statement/statement of cash flow projections for 3 years forward.

Investment Required: FREE

 
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The BizPlanShark blog

The goal of our blog is to provide you with the latest insight into entrepreneurship, business ownership and fulfillment. On this blog we will be sharing strategies and approaches to achieving deliberate success in your life and in business. 

Originally from Toronto.

Now advising business owners world-wide.

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BizPlanShark

myplan@bizplanshark.com

Text us (fees may apply): 323-212-5338

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