Business plan
A clear, lender-ready business plan built around your real numbers and market.
Service 10 of 12
Startup & New Business Advisory
The first two years decide a lot. We help founders put a business plan, a financial model and the right foundations in place before the expensive mistakes happen.
What’s included
The work, specifically.
Financial model
A three-year model with revenue drivers, costs, hiring and cash needs.
Launch checklist
Entity, licenses, banking, insurance, accounting and systems set up in the right order.
Pricing and unit economics
What each sale really costs you and what it must earn.
Funding preparation
SBA loan packages and investor materials, with introductions to lenders where helpful.
Founder check-ins
Monthly advisory sessions through the first year.
Is this you?
Signs it is time to call.
If two or more of these sound familiar, a short conversation will tell us both whether startup advisory work would help.
- You are about to sign a lease or a large contract.
- A lender or investor asked for a plan and projections.
- You are not sure what to charge.
- You are setting up accounting and payroll for the first time.
How it runs
From first call to running rhythm.
Shape
Clarify the idea, customer and economics.
Model
Build the plan and financial model.
Launch
Set up foundations in the right order.
Advise
Monthly founder sessions through year one.
What you receive
Deliverables
- Business plan
- 3-year financial model
- Launch checklist
- Funding package
?Questions
Startup Advisory: common questions
Do you invest in startups?
No. We are paid advisors, which keeps our advice independent.
Can you help with an SBA loan application?
Yes. We prepare the business plan, projections and supporting schedules lenders expect.
Is this only for tech startups?
Not at all. Most founders we work with are opening service businesses, restaurants, clinics and retail.
Often paired with
Financial Management & Fractional CFO
Budgets, cash-flow forecasts and a monthly review that explains the numbers in plain English.
Growth & Marketing Strategy
A clear picture of your best customers, a sales process and a marketing plan with numbers.
Succession & Exit Planning
Preparing the business, the people and the numbers for a transition on your terms.
Free first consultation
Talk to us about startup advisory.
Tell us what is going on. A first consultation is free, confidential and comes with an honest answer about whether we can help.