Business plans and forecasts
Lender-grade plans, not templates.
Most lenders want a business plan and a cashflow forecast before they will look at a new or recently acquired business. A template does not survive a credit team. Ours are built on a three-way model, meaning a profit and loss, balance sheet and cash flow that actually reconcile, with assumptions a credit assessor can trace.
Products and fees
Business plans and forecasts: flat fees
| Product | Fee | Turnaround |
|---|---|---|
| Business plan, lender-grade | $3,500 | 10 business days |
| Three-way forecast (P&L, balance sheet, cash flow), 3 years | $2,450 | 7 business days |
| Business plan + three-way forecast | Save $750$5,200 | 12 business days |
| Annual forecast refresh (existing clients) | $850 | 5 business days |
Business plan, lender-grade
- Fee
- $3,500
- Turnaround
- 10 business days
Three-way forecast (P&L, balance sheet, cash flow), 3 years
- Fee
- $2,450
- Turnaround
- 7 business days
Business plan + three-way forecast
- Fee
- Save $750$5,200
- Turnaround
- 12 business days
Annual forecast refresh (existing clients)
- Fee
- $850
- Turnaround
- 5 business days
All fees exclude GST.
Raising finance against the plan?
A business plan tells the lender where the business is going; a serviceability model proves the debt gets paid on the way. The two are built from the same underlying model and are usually bought together.
Want a straight read on your deal?
Book a free call with Nicholas. Bring the numbers you have, and we will tell you the right service level and the fixed fee. No obligation.