Case Studies / Portfolio

Business Plan Case Studies & Client Outcomes

These anonymized case studies show how structured, lender- and program-ready business plans have supported real entrepreneurs in securing financing, immigration approvals, and investor interest.

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Representative Business Plan Case Studies

For confidentiality reasons, identifying details are anonymized, but the core scenarios, challenges, and outcomes are based on real client work. These examples reflect the type of analysis, structure, and financial rigor we bring to each engagement.

CSBFP Business Plan – Service-Based Business in the GTA

Type: Bank Loan (CSBFP)   |   Location: Greater Toronto Area   |   Stage: New business, early-stage operations

Client Goal

The owner was launching a specialized service business in the GTA and needed a Canada Small Business Financing Program (CSBFP) loan to fund leasehold improvements, equipment, and initial working capital.

Key Challenges

  • Limited operating history and no previous business borrowing
  • Landlord required proof of financing commitment to finalize the lease
  • Bank requested a detailed, realistic cash flow and break-even analysis

What We Did

  • Built a 3-year integrated financial model with monthly cash flow for Year 1
  • Aligned the plan with CSBFP guidelines, clearly separating eligible and ineligible costs
  • Used sector benchmarks and authoritative market data to support revenue and margin assumptions
  • Structured the plan around the bank’s underwriting questions: character, capacity, capital, conditions, and collateral

Outcome

The client’s bank relationship manager submitted the application with our plan as a core supporting document. The client subsequently obtained CSBFP financing that allowed them to complete build-out and open on schedule.

Immigration Business Plan – Entrepreneur Establishing Operations in Ontario

Type: Immigration Business Plan   |   Program: Entrepreneur-focused pathway   |   Location: Ontario

Client Goal

An experienced overseas entrepreneur was planning to acquire and expand an existing business in Ontario as part of their immigration strategy. Their representative required a comprehensive, program-aligned business plan.

Key Challenges

  • Need to show clear value-add beyond simply purchasing an existing operation
  • Program guidelines required job creation, local economic benefit, and realistic implementation timelines
  • Financial projections had to reflect both acquisition and growth phases

What We Did

  • Reviewed program criteria from official provincial sources and translated them into business plan requirements
  • Developed a detailed operational improvement and expansion roadmap (marketing, staffing, technology upgrades)
  • Built multi-scenario financial projections to show base, conservative, and growth cases
  • Aligned the narrative with the client’s background and the immigration representative’s overall submission strategy

Outcome

The business plan was submitted as part of the client’s application package. The representative reported that the plan clearly supported the program’s criteria, and the client later obtained a positive decision on their file.

Growth & Expansion Plan – Existing Business Applying for BDC Financing

Type: Growth & Expansion Business Plan   |   Lender: BDC & commercial bank   |   Industry: Services

Client Goal

A profitable service business sought financing to expand into a second location and invest in additional equipment. Their BDC representative requested a structured plan supported by historical financials and realistic projections.

Key Challenges

  • Existing books needed to be translated into clear performance metrics for lenders (margins, EBITDA, cash flow)
  • Second location projections had to reflect both ramp-up time and shared overhead efficiencies
  • Owner needed support articulating strategy and risk mitigation in writing

What We Did

  • Analyzed historical financials and prepared lender-friendly summaries (trends, ratios, key drivers)
  • Modeled the impact of opening the second location on revenue, staffing, and fixed costs
  • Documented clear assumptions around pricing, utilization, and operating capacity
  • Built a lender-ready narrative showing why the expansion was timely, manageable, and supported by past performance

Outcome

The business plan and financial model were submitted to the client’s bank and BDC. The client was able to secure financing to open the second location and execute their growth strategy.

Investor-Focused Plan – Tech-Enabled Platform Seeking Seed Capital

Type: Investor Business Plan   |   Stage: Early-stage / pre-revenue   |   Goal: Seed round with strategic investors

Client Goal

A founder team with strong domain experience had built an MVP for a tech-enabled platform and wanted to raise a seed round from a mix of strategic investors and angels. They needed a cohesive plan to complement their pitch deck.

Key Challenges

  • Pre-revenue stage meant limited historical numbers to rely on
  • Investor materials needed to be concise but still grounded in realistic unit economics
  • Multiple revenue streams and rollout phases had to be explained clearly

What We Did

  • Clarified the business model and unit economics (pricing, contribution margins, acquisition costs)
  • Created a focused investor business plan aligned with their pitch deck and data room
  • Mapped out phased growth milestones tied to funding tranches
  • Used sector benchmarks and market data to support assumptions on adoption and retention

Outcome

The plan supported investor conversations by providing deeper context than the pitch deck alone. The founders reported strong engagement from prospects and successfully secured their initial seed commitments.

Results are specific to each client’s situation and are not a guarantee of future outcomes. Approval decisions always depend on lender, investor, or immigration program criteria and the overall strength of the application.

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Want Your Business Plan to Be the Next Case Study?

Whether you are applying for a loan, preparing an immigration file, or approaching investors, we can help you build a plan that is structured, realistic, and aligned with what decision-makers expect to see.

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