Business Plans for Bank Financing
Lender-focused plans with a defined funding request, use of funds, repayment logic and integrated projections.
Canada-wide, founder-led business planning
Professional Business Plan Writers in Canada
The Biz Plans is a team of professional business plan writers and consultants serving Canada. We prepare customized business plans, financial projections and supporting market research for bank financing, investors, acquisitions, startups and business expansion.
Business PlansFinancial ProjectionsMarket ResearchBank FinancingInvestorsAcquisitions
Purpose-built, not generic
Professional Business Plan Writing Services
A strong plan must work for its intended reader. Our business plan consultants connect your strategy, market evidence, operating plan and financial assumptions in one clear document. Engagements are customized to the business stage, decision-maker and financing or growth objective—not filled into a standard template.
Depending on scope, an engagement may include discovery, market and competitor research, operating strategy, a written business plan and integrated financial projections. For financing work, the plan can also set out the funding request, sources and uses of funds, cash-flow requirements and repayment assumptions. The written plan and forecast are developed together, then reviewed for consistent assumptions through the agreed revision process before the final documents are delivered.
Our work includes startups, established businesses seeking financing or expansion, business acquisitions, investor and funding situations, standalone financial modelling and immigration-related business plans where applicable. Explore our business plan writing services to choose the right starting point.
Core services
Business Plans and Financial Models Built for Decisions
Investor and Funding Business Plans
Set out the opportunity, strategy, team, capital requirement and the assumptions behind the growth case.
Acquisition, Startup and Growth Plans
Connect the transaction or growth objective with the market, operating plan, milestones and capital required.
Financial Projections and Modelling
Integrated forecasts, cash flow, scenarios and sensitivities grounded in documented assumptions.
Our founder-led advantage
Founder-Led Business Plan and Financial Work
Atul combines the financial rigour of a CPA with more than 20 years of corporate finance, consulting and immigration-strategy experience. He personally leads the thinking behind each engagement so the narrative, evidence and numbers tell one credible story.
CPA OntarioRCIC-IRB LicensedMBA Finance & Strategy, UBC20+ years Finance & consulting
The market evidence informs the operating plan, the operating assumptions drive the forecast, and the funding request is checked against the projected use of cash. Keeping that work under one founder-led review avoids separating the written plan from a financial model prepared from different assumptions.
His experience includes corporate finance projects with RBC, BMO and CIBC, alongside roles at Nestlé and the Aditya Birla Group.
Meet Atul & Review His CredentialsFrom scope to final documents
Our Business Plan Process
Scope the Decision and Deliverables
We confirm the intended reader, purpose, deadline, available information and documents required under the agreed scope.
Research and Build the Assumptions
Client records, interviews and relevant market evidence are used to define the operating and financial assumptions.
Prepare the Plan and Financial Model
Research, strategy and operating details are developed alongside the forecast so the narrative and numbers remain aligned.
Review, Reconcile and Finalize
We check the funding request, sources and uses, cash flow and written plan together, incorporate the agreed review comments and deliver the final files.
Financing knowledge
Business Plans for Bank Financing
We prepare plans for acquisitions, expansion, equipment, working capital and other lender discussions. For financing work, the amount requested should reconcile with the project costs, sources and uses of funds, operating assumptions, cash flow and proposed repayments. The lender makes its own eligibility and credit decision.
Start with our service or review how Canadian lenders may assess the plan and supporting information.
Planning resources
Tools for Preparing Your Own First Draft
Free Business Plan Generator
Work through guided questions covering the company, market, operations and financial direction, then save and refine the resulting draft.
Browse free business plan templates →Business Plan Essentials
Atul Jagga's practical guide explains how to connect strategy, research, operations and financial modelling in a consistent business plan.
Sector experience
Industry Business Plans
Explore planning resources informed by common operating models, cost drivers and financing needs across selected industries.
Beauty SalonConstructionDaycareGroceryHVACLogisticsManufacturingMedical ServicesRestaurant & FoodTrucking
View All Industries →Canada-wide service
Business Plan Writers by City
Work remotely with our professional business plan consultants and find planning information relevant to major Canadian markets.
View All Featured Locations →Evidence and transparency
Review Our Work, Feedback and Pricing
Case Studies
See selected objectives, approaches and deliverables from prior engagements.
Client Testimonials
Read published feedback about business plans, projections and planning support.
Pricing
Understand package scope and pricing before starting a conversation.
Discuss your objective
Need a Professional Business Plan?
The initial assessment establishes the purpose and intended reader, required information, scope, timeline, deliverables and quote.