
Basic Business Financial Plan
Full 3 to 5-year Financial Plan including:
- Monthly Projections
- 5-Year Projected Income Statements
- Cash Flow
- Recap of Assumptions
- Projected Company Value
- Summary Recap

Complex Business Financial Plan
Full 3 to 5-year Financial Plan for Complex Businesses:
- Monthly Projections
- 5-Year Projected Income Statements
- Cash Flow
- Recap of Assumptions
- Projected Company Value
- Summary Recap

Complete Business Plan- Investor ready
Complete Business Plan with the following additional Sections: (Includes all previous features)
- Executive Summary
- Organization & Management Profile
- Products & Services
- Marketing & Sales
- Financial Review & Funding Requirements
Full 3 to 5-year Financial Plan including:
- Monthly Projections
- 5-Year Projected Income Statements
- Cash Flow
- Recap of Assumptions
- Projected Company Value
How It Works?
We use a simple 3 step process to save you time and money ..
3-STEP PROCESS:
Step 1 – INTERVIEW
- Sit down with a B2B CFO® and define drivers and assumptions that will go into creating your plan. Takes about 1 hour of your time.
Step 2 – ROUGH DRAFT
- B2B CFO® writes up a rough draft of your business plan based upon those assumptions. Takes from 4 to 7 hours of B2B CFO® time
Step 3 – FINE TUNING
- Review with B2B CFO® the rough draft and make any needed adjustments or changes. Takes about 1 hour of your time.

CONTENT INDEX of business plan
Section I – Executive Summary
Section 2 – Organization & Management
Section 3 – Products & Services
Section 4 – Marketing & Sales
Section 5 – Financial Review
Section 6 - Financial Projections
Summary Annual Projections
Detailed Monthly Projections
Selected Graphs
Section 7 – Funding Requirements
WATCH OUR FULL VIDEO BELOW:
Next Steps...
If you are still wondering if you should get a business plan or not, I will make it even easier for you. Get a FREE Consultation from our CFO and then decide