Business planning and funding support
Whether you are applying for a bank loan or meeting investors, the numbers have to stand up. We help you write a clear business plan, build realistic financial projections and prepare for the questions you will be asked.
What’s included
Business plan support
We help you set out what the business does, who it serves and how it will make money, clearly and concisely.
Financial projections
Profit, cash flow and balance sheet projections, usually for three years with the first year month by month.
Funding readiness
We check you have what lenders usually ask for, from recent accounts to forecasts and bank statements.
Investor meeting preparation
We test your numbers and help you answer the hard questions with confidence.
Affordability check
Before you borrow, we check the repayments fit your cash flow.
How it works
Understand the goal
How much you need, what it is for and who you are asking.
Build the plan
We prepare the business plan and financial projections with you.
Test the numbers
We challenge the assumptions so a lender or investor won’t need to.
Get ready to present
We help you prepare for the meeting and the follow-up questions.
Who it’s for
- New businesses with no trading history yet
- Established businesses borrowing to grow
- Owners meeting investors for the first time
- Businesses buying premises, vehicles or equipment
Ready to put a plan together?
Frequently asked questions
How far ahead should projections go?
Usually three years, with the first year shown month by month. Some lenders ask for a different period, and we tailor the projections to them.
Can you guarantee I’ll get funding?
No one can. The decision is always the lender’s or investor’s. What we can do is make sure your application is clear, realistic and well prepared.
What do banks usually ask for?
Typically a business plan, cash flow forecast, recent accounts or management accounts, bank statements and identification. We will check your list before you apply.
Can you help if the business hasn’t started yet?
Yes. Projections for a new business are based on research and clear assumptions, which we help you build and explain.
This page is general guidance, not personal tax or financial advice. Every business is different, so talk to us about your situation.
Related services
Talk to us about your business
Email us, or ring us on 0330 043 6441.