basic

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

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
full

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.
business plan

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

 

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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