The Business Plan Process

We believe it is important that our clients know what to expect. We have explained our simple five-step process for producing business plans below.


Step 1: Initial Consultation

We initiate the process with an initial consultation, conducted conveniently over the phone or via email. During this session, we want to understand your business ideas, ensuring alignment with our expertise, and mutually agree on our fixed fees.

Step 2: Getting Started

Upon your decision to proceed, we provide you with our business plan questionnaire. This comprehensive document allows you to furnish us with essential details about your business, along with any existing research or information you possess.

Step 3: Initial Review & Development

Upon receiving your completed questionnaire, our team conducts in-depth market research and intelligence gathering. We carefully review the provided information and may seek clarification or additional details. Subsequently, we commence the development of the initial draft of your business plan.

Step 4: First Draft & Revisions

Once the initial draft is ready, we present it to you for review. This stage offers you the opportunity to provide feedback, request modifications, and refine financial forecasts as needed. We diligently incorporate your input to produce subsequent drafts until your vision is accurately reflected.

Step 5: Final Plan

Following revisions, we deliver the final version of your business plan. While we accommodate further minor adjustments, our experience indicates that the subsequent version typically meets our clients’ requirements. We remain committed to ensuring your satisfaction even after project completion.