Loading...
Start Your Plan

Submit Your Project Brief

Share your objectives, deliverables, and timeline. We’ll respond with scope, pricing, and next steps.

Project Description Format

What to Include

Use this outline to describe your project clearly. It helps us scope work accurately for banks, investors, and immigration submissions.

1) Overview

A short summary of the business, offering, and context (new venture, expansion, acquisition, or immigration).

  • Business name, location, and stage
  • Products/services and target market
  • Funding/immigration objective (e.g., CSBFP, BDC, C11, ICT)
2) Objectives

What success looks like in 6–24 months.

  • Revenue, unit sales, locations, or approvals targeted
  • Key milestones (launch, hiring, equipment, partnerships)
3) Deliverables

What you need from us.

  • Business plan (bank, investor, or immigration)
  • Financial model (3 statements, DCF, sensitivities)
  • Pitch deck, market research, appendices
4) Timeline

Important dates and dependencies.

  • Desired first draft and final delivery dates
  • Third-party lead times (e.g., franchise FDD, leases, quotes)
5) Budget

High-level project budget (capex/opex) and funding mix.

  • Total project cost & sources (debt/equity/grants)
  • Working capital needs
6) Risks & Assumptions

Top uncertainties and constraints we should model.

  • Seasonality, supply, pricing, hiring, or regulatory factors
  • Critical assumptions for scenarios/sensitivities
7) Contacts & Files

Who will review and approve; any reference documents.

  • Lead contact, stakeholders, accountant/lawyer (if any)
  • Upload quotes, leases, FDDs, historicals, or market data

Submit Your Brief

Complete the form and we’ll reply with scope, pricing options, and timelines.


Attach leases, quotes, FDDs, historicals, market reports, etc.
Or Book a Call
Prefer email? Send details to info@thebizplans.com with the subject “Project Brief”.
Next Steps

We’ll Translate Your Brief into a Decision-Grade Plan

Bank-ready financials, clear storytelling, and IRCC-aligned structure where needed.