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BUSINESS AND STRATEGY
A business plan built for your lender's decision.
Business plans, financial projections and loan or grant packages for Northern Alberta owners. From $2,500.
Illustrative sample
Funding package
For a lender or grant program
- 1Use of funds, every cost with a quote
- 2Cash flow and three-year projections
- 3The written business plan
- 4Completed application
- 5Lender meeting preparation
This service at a glance
Who it is for
- Business owners and managers
- Startups seeking financing
- Nonprofits and community organizations
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- Boards and investors
The problem
- 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.
What you get
- A full written business plan
- Market and competitor research
- Three-year financial projections
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- The loan or grant application filled in
- Preparation for the lender meeting
- A pitch deck on request
The first conversation
A free 30-minute call. Bring your last two years of financials if you have them, your costs and your prices.
Start that conversationA ten-working-day draft target, once your numbers are complete.
The draft target is ten working days from the day we have complete numbers. This is how those days are used.
- 1
Your numbers in
You send costs, prices and statements. We list anything missing on the first day.
Output Missing-items list
- 2
Use of funds
Every cost goes in a table with a quote beside it, because that is the lender's first question.
Output Use-of-funds table
- 3
Projections
Three years of numbers with the assumptions written down so the lender can test them.
Output Three-year projections
- 4
Written plan
Market, operations and management, written for the program you are applying to.
Output Business plan draft
- 5
Application and prep
We fill in the application with you and prepare you for the lender's questions.
Output Completed application
What lenders commonly need.
- 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.
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.
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.
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.
Discuss Business Plans and Funding
Call, email or send a request. We reply within one business day.