Business Plan FAQs – Answers for Banks, Investors & Immigration

We do not simply fill in a template. Our plans are:

• CPA-designed – The numbers and structure are built from a lender and finance perspective.
• Audience-specific – Bank plans, investor plans, and immigration plans emphasize different details.
• Evidence-based – We use authoritative sources for market and industry data wherever possible.
• Conversation-ready – We write in a way that helps you speak confidently to bankers, officers, or investors.

Timelines depend on the complexity of the project, the quality of information you already have, and whether a detailed financial model is required. In general:

• Standard bank loan plans are usually completed in a few weeks.
• Immigration and investor plans that require deeper research or complex modeling may take longer.

We will provide an estimated timeline after reviewing your project brief or speaking with you.

At the start of the engagement, we typically request:

• Basic business details (ownership, location, structure)
• Description of your products or services
• Any existing financials (if you are already operating)
• Your goals: amount of financing, immigration program, or investor target
• Any previous plans, pitch decks, or notes you have prepared

We also schedule a call to ask questions and clarify assumptions before we start writing.

No business plan writer, consultant, or lawyer can guarantee approval of financing or immigration applications. Decisions are based on many factors, including your credit, collateral, business history, overall application strength, and program-specific criteria.

What we do guarantee is that your plan will be:

• Professionally structured and clearly written
• Supported by realistic, consistent financial assumptions
• Aligned with the expectations of the target audience (banker, investor, or immigration officer)

Pricing depends on:

• The type of plan (bank loan, investor, immigration, strategic)
• Whether a full financial model needs to be built from scratch
• The level of research required (industry, market, competitors)
• Any urgent timelines and number of revision rounds needed

After you complete the project brief form or speak with us, we provide a clear quote before we begin.

Our engagements usually include a defined number of revision rounds within an agreed scope and timeline. During these revisions we can:

• Clarify wording or explanations
• Adjust assumptions if your business inputs change
• Fine-tune the plan based on feedback from your advisor, RCIC, or banker

Material changes to the business model or funding strategy may require a scope adjustment, which we always discuss in advance.

Yes, where appropriate and with your permission, we can coordinate with:

• Your commercial account manager or lending specialist
• Your RCIC, lawyer, or authorized immigration representative
• Your accountant, bookkeeper, or fractional CFO

This often helps align the business plan with the overall application strategy and supporting documents.

Yes. We treat your information as confidential. Business plans, financials, and supporting documents are used only for the purpose of preparing your project. If you require a non-disclosure agreement (NDA), we can review and sign an appropriate version before you share detailed information.

Yes. If you already have a draft, we offer a dedicated Business Plan Review Service. We can:

• Evaluate structure, clarity, and alignment with your target audience
• Check financial consistency and identify potential red flags
• Recommend specific improvements, and optionally upgrade the plan for you

We specialize in Canadian business plans and programs (Canadian banks, CSBFP, BDC, Canadian immigration), but we also work with:

• International entrepreneurs setting up businesses in Canada
• Clients who need Canadian plans as part of global or multi-country strategies

For strictly non-Canadian programs, we may still assist on a case-by-case basis if the requirements are clear and well-documented.

The easiest way to get started is to:

1. Complete the project brief form with basic details about your business and goals.
2. Schedule a call using our online calendar.
3. We will review your information, confirm scope and pricing, and outline the next steps.