Business & Financing Plans
A convincing plan combines a clear story with figures that add up. We prepare business plans, financial forecasts and financing memoranda that meet the requirements of banks, alternative lenders and public institutions.
This is how we help you move forward:
- Business plan with market, organisation and risk analysis
- Operating, liquidity and investment budgets
- Financing memorandum substantiating the financing need
- Feasibility analyses and scenario calculations
- Plans for starters and for applications to municipalities and institutions
- Updating existing plans in case of growth or refinancing
What we do for you
We map your proposition, market and organisation, prepare the operating, liquidity and investment budgets and write the plan in the structure lenders expect. The result is a complete file you can submit straight away.
What you provide
- Your proposition, market and organisation in your own words
- Investment overview, existing financing and recent figures
- The requirements of the bank, lender or authority the plan is intended for
What you receive
- A complete business plan or financing memorandum in the structure lenders expect
- Operating, liquidity and investment budgets with substantiation
- A version you can submit straight away, with the assumptions explained
From your story to a plan ready to submit
A plan takes shape in four steps: your proposition, the figures, the document and the version you submit.
Intake
You tell us about your proposition, market and organisation; we map the requirements of the lender or authority.
Forecast
We prepare the operating, liquidity and investment budgets and substantiate the assumptions.
Plan
We write the business plan or financing memorandum in the structure lenders expect.
Review and delivery
You review the draft, we process your comments and deliver the final version.
When you can turn to us
Software we use for this service
- Caseware SoftwareReporting & annual accounts
- SpeedbooksReporting & annual accounts
- OnViewReporting & annual accounts
The names mentioned are trademarks of their respective vendors. Listing means that our firm works with this software; a formal partnership is only mentioned when it has been confirmed by the vendor.
Who is this service for
Starters, growing entrepreneurs and companies applying for financing, a permit or a scheme who need a substantiated plan with a financial forecast.
Ready to take the next step?
Get in touch with us - no obligation. We are happy to discuss how we can support you with your financial, tax or administrative matters.