Business plans for loans, investors and growth Draft
From $1,800 CAD
A good business plan makes you decide things before the money is spent. Wealth Theory prepares clear, well-structured plans for owners, investors and organisations, built on how the business actually operates and what the market looks like.
Looking for a plan for an immigration program? See business plans for immigration.
Business plans for loans and investors
For a bank, lender or investor, the plan has to answer their questions before they ask them.
- Structured around what lenders and investors review
- Financial projections that show how the business is expected to repay what it borrows
- Market analysis grounded in research
- Risks named, with how you plan to manage them
- A business model presented so a reader can follow it quickly
Strategy and internal plans
A plan can also be a working tool for the people running the business.
- Clarifies long-term direction
- Turns goals into a roadmap for execution
- Gets founders and managers working from the same assumptions
- Supports decisions on hiring, pricing and expansion
- Gives a framework for scaling up
Business idea consultation
Not sure which idea to pursue? We evaluate ideas for feasibility against market conditions, budget, your experience and your long-term goals, so the plan is written around the strongest option.
Who writes your plan
Our consultants have researched, launched and operated businesses in Canada. That shows in the plan: it reflects market conditions, operations and regulation rather than theory. We have worked with business owners, law firms, immigration professionals, financial advisors and individual applicants. [NEEDS HASAN: both sentences come from the old site and are not in the approved facts; confirm, especially “law firms” and “financial advisors”.]
What it costs
Starting prices are shown above and on our pricing page. We confirm the price after a short conversation about your business.
Next step
Book a free consultation to talk through your plan, or contact us.
Frequently asked questions
What does a business plan for a bank loan include?
Typically an executive summary, a description of the business and its market, operations, the management team, financial projections and the risks to the plan. The exact structure depends on the lender and the business.
Do you write business plans for immigration programs?
Yes. Those plans have their own page, because the program requirements and the interview change how they are written. See Business plans for immigration.
Do you also write plans for internal use?
Yes. A strategic plan sets direction and priorities for founders and managers, and does not need to follow a lender's format.
How much does a business plan cost?
Starting prices are on our pricing page. The final price depends on the size and complexity of the business.