Business Plan & Loan Support
Professional business plans, financial models, and loan-ready documents ation for BDC, CSBFP, banks,
credit unions, and government programs. Prepared using real accounting and tax knowledge, not templates.
Business Plans That Lenders Trust
A strong business plan is more than a document — it is a financial roadmap that lenders use to evaluate your business.
We prepare professionally structured business plans with clear:
Market analysis Operating model Revenue assumptions Expense breakdown Cash-flow projections Loan repayment capacity Risk assessment Digital transformation opportunities
All plans are tailored to your industry and prepared by professionals with Canadian tax and bookkeeping experience, ensuring they meet lender expectations.
Who This Service Is For
Our business plans support：
Startups & Small businesses
Startups & Small businesses
Construction & Trades
E-commerce & Online stores
Transport & Logistics
Medical & Wellness clinics
Consultants & Contractors
Newcomer entrepreneurs
Franchise buyers
Loan-Ready plans for
BDC Small Business Loan
Canada Small Business Financing Program (CSBFP)
Bank/Credit union loans
Private investors
CDAP + BDC financing
Lease applications
What’s Included
Professional Business Plan (Full Document)
- Executive summary
- Company overview
- Market & Competitor analysis
- Product/Service outline
- Marketing & Sales strategy
- Operations plan
- Management & Staffing
- Risk assessment & Mitigation
- Funding purpose & Loan request
- 3–5 year financial forecast
Financial Forecast & Cash-Flow Model
- Revenue projections
- Cost of goods sold (COGS)
- Operating expenses
- Break-even analysis
- 3–5 year cash-flow
- Loan repayment schedule
- Sensitivity/Scenario analysis
- Delivered with:
- Excel model
- Assumption sheet
- Monthly cash-flow table
We understand what lenders need.
- Loan justification
- Debt service coverage ratio (DSCR)
- Collateral description
- Leasehold improvement calculations
- Equipment purchase list
- Financial performance summary
- Credit readiness review
CDAP Integration (If Applicable)
- Digital adoption plan alignment
- Technology roadmap
- Automation recommendations
- System implementation budget
- Allows you to claim:
- $15,000 CDAP grant
- $100,000 BDC loan at 0%
Pricing
Business Plan Package
| Integration | Fee | Notes |
|---|---|---|
| Standard Plan | $999 | 3-year forecast, basic plan, lender submission |
| Advanced Plan | $3,199 | Full business plan + 5-year forecast + lender alignment |
| Premium Investor Plan | $4,499 | Investor-ready deck + extended model + scenario analysis |
Add-ons
| App | Fee |
|---|---|
| Pitch Deck (PowerPoint) | $399 |
| Market Research Deep-Dive | $399 |
| Monthly Review/Update | $99 |
Our Process
Discovery Meeting
We discuss your business goals, loan request, and requirements.
Data Collection
You provide revenue, cost assumptions, and operation details (templates provided).
Plan Development
We prepare both the written plan and financial forecast.
Review & Adjustments
We refine based on your feedback.
Final Delivery (PDF + Word + Excel)
Fully lender-ready.
Industries
FAQs
How long does a business plan take?
Yes — all bookkeeping is cloud-based and delivered nationwide.
Can you help me understand the numbers?
Yes — all bookkeeping is cloud-based and delivered nationwide.
Do you help new immigrants with loan applications?
Yes — all bookkeeping is cloud-based and delivered nationwide.
Do lenders accept your plans?
Yes — all bookkeeping is cloud-based and delivered nationwide.
