About The Biz Plans

Professional Business Plans, Built for Decisions

We craft lender-ready and immigration-aligned business plans with CPA-level financial modeling and clear, practical strategy.

Who We Are

At The Biz Plans, we prepare professional business plans that help entrepreneurs secure bank financing, government grants, investor funding, and immigration approvals. Our plans stand out for their financial depth and clarity, typically including a detailed financial section of 15–30 pages with CPA-level projections, valuation analysis, and sensitivity testing.

We combine consulting insight, financial expertise, and real-world experience so that lenders, investors, and officers can quickly understand the business, assess risk, and move forward with confidence.

What We Deliver

  • Bank- and investor-ready plans (BDC, CSBFP, RBC, TD, Scotiabank, private lenders)
  • Immigration business plans (C11, PNP/Work Permit, ICT, SUV) aligned with IRCC expectations
  • Financial modeling — 3‑statement projections, DCF valuation, sensitivities, scenarios
  • Market research, competitor analysis, and credible go‑to‑market strategies
  • Plan reviews, re-writes, and due diligence for acquisitions or financing

How We Work

Every engagement begins with your goals, timelines, and constraints. We scope the work transparently, agree on milestones, and communicate in plain language. You get a plan that reflects the business as it will actually operate — backed by numbers that reconcile and assumptions you can defend.

About the Founder

Atul Jagga is a CPA (Ontario) and RCIC‑IRB with over two decades in corporate finance, consulting, and immigration strategy. He has led finance and revenue functions, worked on corporate finance projects with RBC, BMO, and CIBC, and held roles at Nestlé and the Aditya Birla Group.

Atul holds an MBA in Finance & Strategy (UBC), an MBA in Marketing & Operations (Panjab University), and a B.Com in Accounting & Economics. He has completed CFA Level I and CBV Level II. His immigration background provides practical insight into how officers evaluate business plans and evidence.

LinkedIn Profile

Our Principles

  • Precision over polish — real numbers, defensible assumptions.
  • Clarity first — straightforward structure and lender‑friendly layout.
  • Ethical practice — transparent scope, no inflated claims.
  • Outcome focus — plans that support approvals and execution.

Who We Work With

Entrepreneurs, investors, and established businesses across Canada, including:

  • Startups seeking bank loans or early funding
  • Immigration applicants preparing C11, PNP/Work Permit, ICT, or SUV submissions
  • SMEs pursuing expansion, acquisitions, or refinancing
  • Professionals needing financial models and due diligence
Start Your Plan

Ready to Get Started?

Book a free consultation or send us your project details to get started on a lender-ready, immigration-ready business plan today.

Book a Consultation Submit Your Project Brief