Growth
Business plans for banks and investors
Business and financial plans built on real figures, with stated and verifiable assumptions: a document that holds up in front of whoever has to fund you.
“A well-built financial plan helps you see the impact of your decisions before it is too late.”
Michele Collini · ACCA MemberThe service
What it covers
Business plans for banks and investors
When you need it
A financing application, debt renegotiation, a new investor coming in, a new project to assess.
Documents required
- Last three years’ financial statements and up-to-date management accounts
- Cash data and existing loans
- Management budget or growth assumptions
What you receive
- 3–5 year profit and loss, balance sheet and cash flow plan
- Sensitivity analysis and downside scenario
- A readable summary for the bank or investor
Not included
Negotiations with the banks and statutory attestations, which require a specific engagement.
Indicative timing
3–6 weeks from receipt of the complete data.
First step
Test the strength of your plan
The lending readiness review examines financial statements, cash and plan and gives you a written outcome: what works, what a bank would challenge and what to fix before asking for credit.