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PLAN PORTAL

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I consent to the collection and processing of my personal and business information provided in this submission for the purpose of preparing a business plan. I have read and agree to the Service Agreement completely and reviewed the FAQ’s below to my satisfaction. I agree to proceed as per the defined terms in the service agreement and FAQ’s.

FAQ's

While we cannot provide a guarantee, our business plans significantly improve your chances of securing financing. Lenders consider multiple factors, including your personal net worth, industry experience, and credit scores, alongside our well-crafted business plan. We maximize your potential for success in obtaining a loan.

We understand that business plans may require adjustments, and we strive to accommodate your needs. Upon delivery of the initial business plan, you have the opportunity to request up to two revisions, ensuring that the plan aligns with your expectations and any specific requirements from banks or financial institutions.

Our team typically completes the creation of a comprehensive Business Plan within 7 business days. We understand the importance of timely delivery and work diligently to ensure your plan is crafted with precision and attention to detail within this timeframe.

Unfortunately, we do not offer refunds if your loan application is not approved. Our services involve the expertise and effort required to create a high-quality business plan tailored to your specific needs. While we strive to enhance your chances of loan approval, the outcome ultimately depends on factors beyond our control. We are committed to providing valuable services and supporting your business endeavors throughout the process.

Yes, having a well-prepared business plan is essential when seeking a loan. Specifically, for the Canadian Small Business Finance Loan (CSBFL), a comprehensive business plan with financial projections is mandatory. Even for other types of business loans, a well-crafted business plan significantly increases your chances of loan approval. Lenders consider business plans as vital tools for evaluating the viability and potential of your business, allowing them to assess risks and make informed lending decisions. Our expertise in developing compelling business plans will help you present your business in the best possible light, increasing your likelihood of securing the loan you need.

Absolutely. Our business plans are tailored to meet the requirements of major financial institutions, ensuring a high rate of acceptance. With a proven track record, our carefully crafted plans have gained recognition and approval from numerous reputable lenders. You can trust that our business plans will position your venture for success in securing financing from major financial institutions.

Yes, our business plans include comprehensive financial projections. This encompasses three years of income statement projections, an opening balance sheet, and a debt amortization schedule. These projections provide a clear overview of your business’s financial performance and help lenders assess its potential for success. Our team of experts will ensure that the financial projections in your business plan are accurate, realistic, and aligned with your business goals.

We provide Business Plans for the USA and Canada.

To prepare your Business Plan, we typically require essential details such as lease and franchise terms, invoices, and the personal experience of the owners. Once you place an order, we will send you an information checklist that outlines the specific information and documents we need to proceed. This ensures that we have a comprehensive understanding of your business and can create a tailored plan that meets your needs and aligns with lender requirements.

Call 1-877-494-5678 To Talk About Your Business

Document Checklist


- Certificate of Incorporation
- Franchise agreement (if applicable)
- Lease agreement (if applicable)
- Business Purchase agreement (if applicable) and Appraisal report
- Quotes of Leasehold Improvements and Equipment
- Resumes of all Owners (to understand your background)
- List of products and/or services offered
- Staffing requirements

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