What we do
Business Plans and Funding
Business plans, financial projections and loan or grant packages for Northern Alberta owners. From $2,500.
- A full written business plan
- Market and competitor research
- Three-year financial projections
- The loan or grant application filled in
- Preparation for the lender meeting
- A pitch deck on request
Problems we solve
When to call us.
- You need a loan, a grant or an investor.
- The lender asked for a business plan and three years of numbers.
- You have a deadline and a business to run.
Who we work with
Built for the people who carry the file.
- Business owners and managers
- Startups seeking financing
- Nonprofits and community organizations
- Boards and investors
What a lender reads
The package, in the order it is reviewed.
- 1Use of fundsEvery cost, with a quote beside it.
- 2Cash flowStatements or a month-by-month forecast.
- 3The planMarket, operations and management.
- 4SecurityWhat supports the loan.
- 5QuestionsWritten answers, quickly.
Engagement process
How the work moves.
- 1DiscoveryA first call and your documents.
- 2AssessmentWe review the facts and tell you what we found.
- 3StrategyA written scope, plan and fixed quote.
- 4ImplementationOne accountable lead and a weekly check-in.
- 5ReviewHandover, results and next steps.
Deliverables
What you receive.
- Business Plan. Written plan and three-year projections.
- Funding Package. Plan, application and lender preparation.
- Custom. Feasibility study, valuation or pitch deck.
Ways to engage
Business Plan
Written plan and three-year projections.
$2,500
Funding Package
Plan, application and lender preparation.
$3,500
Custom
Feasibility study, valuation or pitch deck.
By quote
Prices are in Canadian dollars. GST is extra.
Questions
What people ask.
How long does a plan take?
Ten working days from the day we have your numbers.
What do you need from me?
Your last two years of financials if you have them, your costs, your prices and one hour of your time.
Do you guarantee funding?
No. No honest firm can. We guarantee a complete, lender-ready package.
Can you update a plan I already have?
Yes. Send it and we will quote the update.
Contact
Discuss Business Plans and Funding
Call, email or send a request. We reply within one business day.