A lender or funding provider
Emphasize use of funds, owner contribution, the operating forecast and the basis for repayment. Build around the recipient’s supplied document requirements.
SERVICES / BUSINESS PLANS
A clear business plan.
Built around your next step.
Custom business plans that connect your market, operating approach and financial logic. Written for the people who need to understand the business and the decision ahead.
25years across finance, banking and business planning
10+years focused on financial modeling
200+custom projects across industries
View Henry on LinkedInEXPLORE THE DOCUMENT
A business plan
with substance in every section.
The structure follows the reader and the decision. Explore the sections a custom plan can contain, and how the research, operating plan and financial forecast support one another.
State what the business does, who it serves, what stage it has reached and why the reader is receiving the plan. Bring the opportunity, operating approach and funding request into one concise overview.
- What informs the work
- Business description, current stage, intended reader and the purpose of the document.
- What it gives you
- An opening section that tells the reader what is being proposed and what the rest of the plan supports.
01 / THE QUESTIONS THAT SHAPE THE WORK
A useful result starts
with the right questions.
I connect the work to your business, your audience and the next decision.
01
Who needs to understand the plan?
Shape the structure and level of detail around the audience: a financing partner, investor, business partner or your own operating team.
02
How will the business actually work?
Connect the customer, offer, route to market, delivery model and resources. Make the relationship between strategy and execution clear.
03
Do the words and numbers agree?
Use the same sales assumptions, opening dates, hiring plan and investment requirements in the written plan and financial forecast.
02 / THE SCOPE OF THE PROJECT
From the first brief
to the final files.
Custom projects start at $2,500 USD. The exact scope follows your objective and the complexity of the work. I agree the deliverables, review stages, timeline and final fee before starting.
Explore pricing & packages01
Business & audience brief
Clarify the purpose, recipient, business model and required supporting information before defining the plan.
02
Market & commercial approach
Research the agreed market questions, describe the target customer and explain the proposition, competitive context and route to market.
03
Operating plan & milestones
Explain how the business will deliver: people, premises, suppliers, capacity, responsibilities and the sequence of implementation.
04
Financial narrative & funding
Connect the operating story to financial projections, assumptions and the use of funds. Develop a model where included in scope.
05
Writing, structure & presentation
Bring the research and business logic into a readable, coherent document with useful charts, tables and supporting detail.
06
Editable files & handover
Receive the agreed document files and a walkthrough of the plan. The proposal defines review stages and any supporting materials.
03 / A LOOK INSIDE
See how the detail
comes together.
Source template previews from FinancialModelsLab. These illustrate document structure; your custom project follows its own brief and assumptions.
The products and services section explains what guests receive and why they choose the offer. Those choices also determine pricing, staffing and operating requirements.
Customer segments, pricing and promotion should connect to a practical acquisition plan. The financial forecast then needs to reflect the budget and sales assumptions behind that plan.
Product positioning and competitor comparison connect the offer to its alternatives. The plan should make clear which claims come from research and which remain assumptions.
The written financial section connects the revenue model, forecast and opening expenses. Dates and definitions should agree with the underlying workbook.
THE RIGHT FORMAT FOR YOUR NEXT STEP
Write for the person making the decision.
An investor or business partner
Explain the opportunity, business model, evidence, team and growth plan. Connect the funding requirement to what the business intends to achieve.
Your own operating team
Make priorities, resources, dependencies and milestones easy to use. Give the team a reference for comparing the planned approach with what happens in practice.
04 / PREPARING FOR THE WORK
Bring the context.
Start with what you have.
I identify the useful inputs after the first conversation. Existing materials can help establish the starting point.
- Business concept, products and target customers
- Existing plan, research or presentation
- Operating organization and launch or growth milestones
- Financial data, cost estimates and funding needs
- Recipient requirements or a requested format
05 / WORKING TOGETHER
A clear scope.
A collaborative process.
01
Define
Clarify the business, the objective and the intended audience.
02
Build
Develop the assumptions, structure and first draft.
03
Review
Work through the key decisions and agreed feedback.
04
Handover
Receive editable files and a walkthrough of the work.
A FEW PRACTICAL DETAILS
Before we work together.
LET’S MAKE THE NEXT MOVE CLEARER
Let’s work through
your next move.
Three quick questions. Then choose a time to talk with Henry.