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Step-by-Step Guide to Writing a Simple Business Plan
Smartsheet Contributor Joe Weller
October 11, 2021
A business plan is the cornerstone of any successful company, regardless of size or industry. This step-by-step guide provides information on writing a business plan for organizations at any stage, complete with free templates and expert advice.
Included on this page, you’ll find a step-by-step guide to writing a business plan and a chart to identify which type of business plan you should write . Plus, find information on how a business plan can help grow a business and expert tips on writing one .
What Is a Business Plan?
A business plan is a document that communicates a company’s goals and ambitions, along with the timeline, finances, and methods needed to achieve them. Additionally, it may include a mission statement and details about the specific products or services offered.
A business plan can highlight varying time periods, depending on the stage of your company and its goals. That said, a typical business plan will include the following benchmarks:
- Product goals and deadlines for each month
- Monthly financials for the first two years
- Profit and loss statements for the first three to five years
- Balance sheet projections for the first three to five years
Startups, entrepreneurs, and small businesses all create business plans to use as a guide as their new company progresses. Larger organizations may also create (and update) a business plan to keep high-level goals, financials, and timelines in check.
While you certainly need to have a formalized outline of your business’s goals and finances, creating a business plan can also help you determine a company’s viability, its profitability (including when it will first turn a profit), and how much money you will need from investors. In turn, a business plan has functional value as well: Not only does outlining goals help keep you accountable on a timeline, it can also attract investors in and of itself and, therefore, act as an effective strategy for growth.
For more information, visit our comprehensive guide to writing a strategic plan or download free strategic plan templates . This page focuses on for-profit business plans, but you can read our article with nonprofit business plan templates .
Business Plan Steps
The specific information in your business plan will vary, depending on the needs and goals of your venture, but a typical plan includes the following ordered elements:
- Executive summary
- Description of business
- Market analysis
- Competitive analysis
- Description of organizational management
- Description of product or services
- Marketing plan
- Sales strategy
- Funding details (or request for funding)
- Financial projections
If your plan is particularly long or complicated, consider adding a table of contents or an appendix for reference. For an in-depth description of each step listed above, read “ How to Write a Business Plan Step by Step ” below.
Broadly speaking, your audience includes anyone with a vested interest in your organization. They can include potential and existing investors, as well as customers, internal team members, suppliers, and vendors.
Do I Need a Simple or Detailed Plan?
Your business’s stage and intended audience dictates the level of detail your plan needs. Corporations require a thorough business plan — up to 100 pages. Small businesses or startups should have a concise plan focusing on financials and strategy.
How to Choose the Right Plan for Your Business
In order to identify which type of business plan you need to create, ask: “What do we want the plan to do?” Identify function first, and form will follow.
Use the chart below as a guide for what type of business plan to create:
Is the Order of Your Business Plan Important?
There is no set order for a business plan, with the exception of the executive summary, which should always come first. Beyond that, simply ensure that you organize the plan in a way that makes sense and flows naturally.
The Difference Between Traditional and Lean Business Plans
A traditional business plan follows the standard structure — because these plans encourage detail, they tend to require more work upfront and can run dozens of pages. A Lean business plan is less common and focuses on summarizing critical points for each section. These plans take much less work and typically run one page in length.
In general, you should use a traditional model for a legacy company, a large company, or any business that does not adhere to Lean (or another Agile method ). Use Lean if you expect the company to pivot quickly or if you already employ a Lean strategy with other business operations. Additionally, a Lean business plan can suffice if the document is for internal use only. Stick to a traditional version for investors, as they may be more sensitive to sudden changes or a high degree of built-in flexibility in the plan.
How to Write a Business Plan Step by Step
Writing a strong business plan requires research and attention to detail for each section. Below, you’ll find a 10-step guide to researching and defining each element in the plan.
Step 1: Executive Summary
The executive summary will always be the first section of your business plan. The goal is to answer the following questions:
- What is the vision and mission of the company?
- What are the company’s short- and long-term goals?
See our roundup of executive summary examples and templates for samples. Read our executive summary guide to learn more about writing one.
Step 2: Description of Business
The goal of this section is to define the realm, scope, and intent of your venture. To do so, answer the following questions as clearly and concisely as possible:
- What business are we in?
- What does our business do?
Step 3: Market Analysis
In this section, provide evidence that you have surveyed and understand the current marketplace, and that your product or service satisfies a niche in the market. To do so, answer these questions:
- Who is our customer?
- What does that customer value?
Step 4: Competitive Analysis
In many cases, a business plan proposes not a brand-new (or even market-disrupting) venture, but a more competitive version — whether via features, pricing, integrations, etc. — than what is currently available. In this section, answer the following questions to show that your product or service stands to outpace competitors:
- Who is the competition?
- What do they do best?
- What is our unique value proposition?
Step 5: Description of Organizational Management
In this section, write an overview of the team members and other key personnel who are integral to success. List roles and responsibilities, and if possible, note the hierarchy or team structure.
Step 6: Description of Products or Services
In this section, clearly define your product or service, as well as all the effort and resources that go into producing it. The strength of your product largely defines the success of your business, so it’s imperative that you take time to test and refine the product before launching into marketing, sales, or funding details.
Questions to answer in this section are as follows:
- What is the product or service?
- How do we produce it, and what resources are necessary for production?
Step 7: Marketing Plan
In this section, define the marketing strategy for your product or service. This doesn’t need to be as fleshed out as a full marketing plan , but it should answer basic questions, such as the following:
- Who is the target market (if different from existing customer base)?
- What channels will you use to reach your target market?
- What resources does your marketing strategy require, and do you have access to them?
- If possible, do you have a rough estimate of timeline and budget?
- How will you measure success?
Step 8: Sales Plan
Write an overview of the sales strategy, including the priorities of each cycle, steps to achieve these goals, and metrics for success. For the purposes of a business plan, this section does not need to be a comprehensive, in-depth sales plan , but can simply outline the high-level objectives and strategies of your sales efforts.
Start by answering the following questions:
- What is the sales strategy?
- What are the tools and tactics you will use to achieve your goals?
- What are the potential obstacles, and how will you overcome them?
- What is the timeline for sales and turning a profit?
- What are the metrics of success?
Step 9: Funding Details (or Request for Funding)
This section is one of the most critical parts of your business plan, particularly if you are sharing it with investors. You do not need to provide a full financial plan, but you should be able to answer the following questions:
- How much capital do you currently have? How much capital do you need?
- How will you grow the team (onboarding, team structure, training and development)?
- What are your physical needs and constraints (space, equipment, etc.)?
Step 10: Financial Projections
Apart from the fundraising analysis, investors like to see thought-out financial projections for the future. As discussed earlier, depending on the scope and stage of your business, this could be anywhere from one to five years.
While these projections won’t be exact — and will need to be somewhat flexible — you should be able to gauge the following:
- How and when will the company first generate a profit?
- How will the company maintain profit thereafter?
Business Plan Template
Download Business Plan Template
Microsoft Excel | Smartsheet
This basic business plan template has space for all the traditional elements: an executive summary, product or service details, target audience, marketing and sales strategies, etc. In the finances sections, input your baseline numbers, and the template will automatically calculate projections for sales forecasting, financial statements, and more.
For templates tailored to more specific needs, visit this business plan template roundup or download a fill-in-the-blank business plan template to make things easy.
If you are looking for a particular template by file type, visit our pages dedicated exclusively to Microsoft Excel , Microsoft Word , and Adobe PDF business plan templates.
How to Write a Simple Business Plan
A simple business plan is a streamlined, lightweight version of the large, traditional model. As opposed to a one-page business plan , which communicates high-level information for quick overviews (such as a stakeholder presentation), a simple business plan can exceed one page.
Below are the steps for creating a generic simple business plan, which are reflected in the template below .
- Write the Executive Summary This section is the same as in the traditional business plan — simply offer an overview of what’s in the business plan, the prospect or core offering, and the short- and long-term goals of the company.
- Add a Company Overview Document the larger company mission and vision.
- Provide the Problem and Solution In straightforward terms, define the problem you are attempting to solve with your product or service and how your company will attempt to do it. Think of this section as the gap in the market you are attempting to close.
- Identify the Target Market Who is your company (and its products or services) attempting to reach? If possible, briefly define your buyer personas .
- Write About the Competition In this section, demonstrate your knowledge of the market by listing the current competitors and outlining your competitive advantage.
- Describe Your Product or Service Offerings Get down to brass tacks and define your product or service. What exactly are you selling?
- Outline Your Marketing Tactics Without getting into too much detail, describe your planned marketing initiatives.
- Add a Timeline and the Metrics You Will Use to Measure Success Offer a rough timeline, including milestones and key performance indicators (KPIs) that you will use to measure your progress.
- Include Your Financial Forecasts Write an overview of your financial plan that demonstrates you have done your research and adequate modeling. You can also list key assumptions that go into this forecasting.
- Identify Your Financing Needs This section is where you will make your funding request. Based on everything in the business plan, list your proposed sources of funding, as well as how you will use it.
Simple Business Plan Template
Download Simple Business Plan Template
Microsoft Excel | Microsoft Word | Adobe PDF | Smartsheet
Use this simple business plan template to outline each aspect of your organization, including information about financing and opportunities to seek out further funding. This template is completely customizable to fit the needs of any business, whether it’s a startup or large company.
Read our article offering free simple business plan templates or free 30-60-90-day business plan templates to find more tailored options. You can also explore our collection of one page business templates .
How to Write a Business Plan for a Lean Startup
A Lean startup business plan is a more Agile approach to a traditional version. The plan focuses more on activities, processes, and relationships (and maintains flexibility in all aspects), rather than on concrete deliverables and timelines.
While there is some overlap between a traditional and a Lean business plan, you can write a Lean plan by following the steps below:
- Add Your Value Proposition Take a streamlined approach to describing your product or service. What is the unique value your startup aims to deliver to customers? Make sure the team is aligned on the core offering and that you can state it in clear, simple language.
- List Your Key Partners List any other businesses you will work with to realize your vision, including external vendors, suppliers, and partners. This section demonstrates that you have thoughtfully considered the resources you can provide internally, identified areas for external assistance, and conducted research to find alternatives.
- Note the Key Activities Describe the key activities of your business, including sourcing, production, marketing, distribution channels, and customer relationships.
- Include Your Key Resources List the critical resources — including personnel, equipment, space, and intellectual property — that will enable you to deliver your unique value.
- Identify Your Customer Relationships and Channels In this section, document how you will reach and build relationships with customers. Provide a high-level map of the customer experience from start to finish, including the spaces in which you will interact with the customer (online, retail, etc.).
- Detail Your Marketing Channels Describe the marketing methods and communication platforms you will use to identify and nurture your relationships with customers. These could be email, advertising, social media, etc.
- Explain the Cost Structure This section is especially necessary in the early stages of a business. Will you prioritize maximizing value or keeping costs low? List the foundational startup costs and how you will move toward profit over time.
- Share Your Revenue Streams Over time, how will the company make money? Include both the direct product or service purchase, as well as secondary sources of revenue, such as subscriptions, selling advertising space, fundraising, etc.
Lean Business Plan Template for Startups
Download Lean Business Plan Template for Startups
Microsoft Word | Adobe PDF
Startup leaders can use this Lean business plan template to relay the most critical information from a traditional plan. You’ll find all the sections listed above, including spaces for industry and product overviews, cost structure and sources of revenue, and key metrics, and a timeline. The template is completely customizable, so you can edit it to suit the objectives of your Lean startups.
See our wide variety of startup business plan templates for more options.
How to Write a Business Plan for a Loan
A business plan for a loan, often called a loan proposal , includes many of the same aspects of a traditional business plan, as well as additional financial documents, such as a credit history, a loan request, and a loan repayment plan.
In addition, you may be asked to include personal and business financial statements, a form of collateral, and equity investment information.
Download free financial templates to support your business plan.
Tips for Writing a Business Plan
Outside of including all the key details in your business plan, you have several options to elevate the document for the highest chance of winning funding and other resources. Follow these tips from experts:.
- Keep It Simple: Avner Brodsky , the Co-Founder and CEO of Lezgo Limited, an online marketing company, uses the acronym KISS (keep it short and simple) as a variation on this idea. “The business plan is not a college thesis,” he says. “Just focus on providing the essential information.”
- Do Adequate Research: Michael Dean, the Co-Founder of Pool Research , encourages business leaders to “invest time in research, both internal and external (market, finance, legal etc.). Avoid being overly ambitious or presumptive. Instead, keep everything objective, balanced, and accurate.” Your plan needs to stand on its own, and you must have the data to back up any claims or forecasting you make. As Brodsky explains, “Your business needs to be grounded on the realities of the market in your chosen location. Get the most recent data from authoritative sources so that the figures are vetted by experts and are reliable.”
- Set Clear Goals: Make sure your plan includes clear, time-based goals. “Short-term goals are key to momentum growth and are especially important to identify for new businesses,” advises Dean.
- Know (and Address) Your Weaknesses: “This awareness sets you up to overcome your weak points much quicker than waiting for them to arise,” shares Dean. Brodsky recommends performing a full SWOT analysis to identify your weaknesses, too. “Your business will fare better with self-knowledge, which will help you better define the mission of your business, as well as the strategies you will choose to achieve your objectives,” he adds.
- Seek Peer or Mentor Review: “Ask for feedback on your drafts and for areas to improve,” advises Brodsky. “When your mind is filled with dreams for your business, sometimes it is an outsider who can tell you what you’re missing and will save your business from being a product of whimsy.”
Outside of these more practical tips, the language you use is also important and may make or break your business plan.
Shaun Heng, VP of Operations at Coin Market Cap , gives the following advice on the writing, “Your business plan is your sales pitch to an investor. And as with any sales pitch, you need to strike the right tone and hit a few emotional chords. This is a little tricky in a business plan, because you also need to be formal and matter-of-fact. But you can still impress by weaving in descriptive language and saying things in a more elegant way.
“A great way to do this is by expanding your vocabulary, avoiding word repetition, and using business language. Instead of saying that something ‘will bring in as many customers as possible,’ try saying ‘will garner the largest possible market segment.’ Elevate your writing with precise descriptive words and you'll impress even the busiest investor.”
Additionally, Dean recommends that you “stay consistent and concise by keeping your tone and style steady throughout, and your language clear and precise. Include only what is 100 percent necessary.”
Resources for Writing a Business Plan
While a template provides a great outline of what to include in a business plan, a live document or more robust program can provide additional functionality, visibility, and real-time updates. The U.S. Small Business Association also curates resources for writing a business plan.
Additionally, you can use business plan software to house data, attach documentation, and share information with stakeholders. Popular options include LivePlan, Enloop, BizPlanner, PlanGuru, and iPlanner.
How a Business Plan Helps to Grow Your Business
A business plan — both the exercise of creating one and the document — can grow your business by helping you to refine your product, target audience, sales plan, identify opportunities, secure funding, and build new partnerships.
Outside of these immediate returns, writing a business plan is a useful exercise in that it forces you to research the market, which prompts you to forge your unique value proposition and identify ways to beat the competition. Doing so will also help you build (and keep you accountable to) attainable financial and product milestones. And down the line, it will serve as a welcome guide as hurdles inevitably arise.
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How Much Do Business Plan Writers Cost?
When you’re starting or growing a business, it’s important to have a clear plan in place. Writing a business plan can help you outline your goals and sales strategies, and it can be a valuable tool when seeking funding from potential investors such as venture capitalists or a bank loan.
If you don’t have time to write your own business plan, or if you need help getting started, professional business plan writing services can be a great option. But, how much do these services cost? And is it worth the investment? Let’s take a closer look.
How Much Should I Pay For a Business Plan Writing Service?
Professional business plan writers and consultants generally charge between $2,000 and $25,000. However, the cost largely depends on the required quality of your plan, the complexity of your business plan, and the length of the document. Professional business plans for very small companies may only require a few thousand dollars to be written, while more complex business plans for larger, growing companies can easily cost over ten thousand dollars.
There are also private consultants who will write or edit your business plan on an hourly fee basis. Fees can range from $50 to $300 per hour or more, depending on the consultant and the complexity of your business plan.
Whoever you choose to get started with your business plan, be sure to consider what’s included in your service. At the very least, you should expect:
- Comprehensive business plan including an executive summary, market analysis, marketing plan, financial plan with 3-5 years of financial projections, and other essential components required by potential investors
- Customization based on your business model and specific to your business needs
- Well-researched business plan based on relevant industry information and a thorough competitive analysis
There are several companies out there that offer complete business plan writing services. However, the quality of their work can vary dramatically. If you’re considering hiring outside help to write your business plan, choose carefully.
It’s important to remember that you get what you pay for when it comes to these types of services. If you go with a cheap plan writer, you run the risk of ending up with a low-quality business plan. If your business plan isn’t strong and professional-looking, it may be harder for you to get funding or attract investors.
Looking for a Business Plan Writer?
You’ve come to the right place! Since Growthink was founded in 1999, we have provided business plan writing services for thousands of clients including startups, small business owners, nonprofit organizations and mid to large-sized companies.
We understand that writing a business plan can be a time-consuming process for many entrepreneurs. Hiring a business plan writer will allow you to quickly and expertly create a custom business plan.
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Call us at (800) 216-3710 or complete the form below and one of our business plan writers will reach out to you to schedule a time to speak about your business plan needs.
You can learn more about our business plan consulting services here
What Factors Impact Business Plan Pricing?
Some things that impact business planning services pricing include:
- Length – Longer, more complex business plans will cost more than shorter business plans.
- Company Size – A business plan for a large or complicated company can be more expensive to write.
- Level of Expertise – Smaller companies may opt to hire less experienced writers who charge lower prices, while larger, well-established companies choose to work with high-quality professionals who charge higher rates. You can’t expect a less experienced writer to help you achieve your goals (funding, growth) for your business plan.
- Turnaround Time – Generally, shorter turnaround times mean increased prices. Typically it will take 3-4 weeks to write a quality business plan.
- Additional Services – Some companies offer additional services, such as business plan presentation and pitch deck editing and support. These can cost extra.
To really get your business off the ground, it’s important to have a business plan in place that has been written by someone with the expertise to put together a successful business plan. A professional business plan consultant is an excellent investment for increasing your chances of securing the funds you need to start and/or grow your business. However, it’s important to do your research and choose carefully when you’re ready to hire.
Who Can I Hire To Write My Business Plan?
When choosing a business plan writer or consulting firm, it’s important to look for a company with significant business experience and proven expertise in business plan development. Look for companies that have been around for at least five years and do business plan writing on a regular basis. They should also be able to provide references from other companies that they’ve worked with.
A Business Plan Writing Company or Consultant
When hiring a business plan writing service , you’ll have two primary options. You can opt to work with a single writer or a dedicated team of experts who will be responsible for the entire project. The price of the service may vary depending on which option you choose.
A business plan writer typically costs less than an entire team, but it’s important to keep in mind that you may have less control over the outcome. The upside is that your business plan will be written by an expert with a deep understanding of the writing process.
When choosing this route, you should ask for references and examples of previous work. Before hiring any business plan writer, be sure they have the proper credentials and experience to meet your needs. You should also ask about any fees associated with revisions or updates.
Many businesses choose to work with a business plan consulting firm that offers a collaborative team of experts. This type of company will give you the best of both worlds. You’ll be able to utilize the knowledge and expertise of all the experts involved in the project, while still retaining control over the direction and vision of your business plan.
If you’re trying to determine how much it will cost to work with a business plan writing service, take some time to explore all of your options before making a final decision. You should consider both pricing models as well as the qualifications offered by the various service providers in your area. Doing so will ensure you find the most qualified choice for your business planning needs.
You Can Write It Yourself
If you are a newer entrepreneur or business owner or you are trying to save money, there are several free resources available online to help you write your business plan. The Small Business Administration (SBA) and your local Chamber of Commerce offer business plan services, workshops, or courses that can help you get started. Using a business plan template is a great way to quickly and easily complete your plan, especially if you are unfamiliar with the business planning process.
Some business owners are comfortable writing business plans without any outside help. This option offers you complete control over the process, but it typically takes more time than you have to spare. For that reason, not writing your own plan is usually recommended for experienced business owners, even those with plenty of business plan writing experience.
In most cases, experienced business owners who write their own business plans will have a better idea of what elements are needed and how they should be presented. However, it can still take considerable time to compile all the necessary information into a cohesive business plan that meets your audience’s needs. And it’s one thing to write a business plan; it’s another to write a business plan that gets investors or lenders to write you a large funding check.
A Combination of Business Planning Services
If your budget doesn’t allow you to hire a comprehensive business plan service, combining outside services with writing your own business plan may be the best option. This approach gives you complete control over the process, while still allowing you to benefit from an expert business plan writer’s advice. It is also a great option for entrepreneurs who don’t have time to write their plan but aren’t quite ready to hire someone else to do it either.
Other business services that could help you include:
- Market Research – Conducting thorough market research can help you determine which business opportunities are viable. Experienced consultants can help you identify your target customer so you can design the right marketing strategy to reach them.
- Copywriting Assistance – Many entrepreneurs have a great product or idea, but lack the writing skills needed to effectively advertise it in their business plans or online marketing materials. A business plan copywriter can help you create a compelling marketing message that resonates with your target audience.
- Startup / Growth Opportunities – If you’re thinking about starting a business or expanding your established business, it’s important to consider all of the potential opportunities before diving into something that may not be feasible for your current situation. A business plan consultant can help you identify what makes your business idea unique and how you can capitalize on those opportunities.
- Business Plan Review – Once you’ve completed your business plan, it’s important to have it reviewed by an expert. They can identify any gaps or mistakes in logic that could affect how potential lenders or investors perceive your business idea.
As with any decision affecting your company’s future, you should take the time to explore all of your options before committing to a specific service provider. The goal is not only to find the best fit for your budget and needs but also to find a business plan consulting service that can meet your expectations and deliver quality content on time and within budget.
Is It Worth It To Use a Professional Business Plan Writing Service?
As with anything else, you’ll get what you pay for. If you are short on time or don’t have the writing skills required to write a business plan, it may be worth considering a professional writing service. These services can help you complete the necessary research and planning to get a comprehensive business plan written for your company.
How Growthink Can Help Your Business
Since 1999, Growthink has developed thousands of business plans for entrepreneurs and business owners to start and/or grow their businesses. From small business owners to Fortune 500 companies, we have provided a variety of business plan services to meet the needs of each client.
Our business planning services include:
- Business Plan Consultants – Our experienced business plan consulting team has helped numerous businesses from small businesses to multi-million dollar corporations identify new opportunities and develop their business plans using existing information where possible, or by conducting new research as needed.
- Business Plan Writing Services – Our business plan writers are experienced professionals who are committed to providing you with a business plan that delivers results. Depending on your needs, our business writers can either help you complete the research and writing process, or write your business plan for you from start to finish.
- Done For You Market Research – Our market research team can conduct independent market research for your business through access to several market research databases. Utilize this research to help you write a business plan that is more in-depth and gives you a distinct advantage over competitors in your industry.
- Private Placement Memorandums – Growthink’s experienced business consultants can help you prepare a private placement memorandum (PPM) that is tailored to the unique needs of your business. PPMs are used to help businesses raise capital from accredited investors.
- Growthink’s Ultimate Business Plan Template – Our simple business plan template is available in MS Word and when completed can be sent to investors and lenders in Adobe PDF format. Use this business plan template to help you focus your business concept on the information that is most relevant for lenders and investors, while also providing a flexible foundation for future growth.
- Business Plan Writing Help Center – We have a wide variety of free resources for business planning on our website. Use our selection of 200+ business plan examples to help you write a business plan specific to your industry or learn more from our selection of business planning and funding articles.
No matter what product or service you choose, we wish you success in your business venture
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Business Plan Experts: Since 2006 our company has been professionally and successfully creating business plans for our clients in order to help them to achieve strategic/financial goals and targets. The common purposes for which we are developing the business plans are as follows: Business Financing , Business Immigration, Licensing, Business Investment, Feasibility Study and IPO/RTO
During our professional services availability, we have successfully expanded, in addition to professional business plan writing for small and large businesses, into unsecured business/commercial Government funding (SBL) and venture capital fundraising and we have been successfully assisting our clients in professional development of their business plan including raising capital for their projects. Having mentioned the facts above, our clients appreciate and respect the fact that we are not only writing or developing their business plans but we also fully aware what the lenders/borrowers are willing to see in our projects writeups which makes our services professional, efficient and ROI oriented.
Results-Oriented Solutions
Any business plan documents is always structured to call for action within the target audience for which it is prepared. Majority of the business plans are developed for the monitory request. One of our main advantages based on our long experience is that we know what the lenders want to hear vs what the borrowers want to say. Therefore, we structure the business plans in such a way that both parties will be in a win/win satisfactory situation upon reading all the documents.
Best Practices/Guidance
For most of the people writing their own business plan is a nightmare! They often get stuck, drop the idea, and give up on their dreams only because they don’t know how to start and finish putting their business plan together. Neither they are interested in the writing process nor they know how to remain objective towards the document content. Alternatively, all they are interested is to jump into the business of their dreams. Our company has developed a short solution for all the obstacles noted above.
Strategic Positioning and Reliability
Good and professional reputation goes a long way. Thanks to our lengthy experience in research and writing as well as continues collaboration with Canadian lenders/venture capital firms, we have developed strong experience and knowledge which is transferable to all of our clients and all the successful projects which we have been extremely proud of throughout the years.
Professional and Accurate Market Research
Do it professionally or don’t do it at all! It is a common habit amongst all of our research and writers to use top notch market research resources to substantiate any factual data inputted into the development of our project. The following sources but not limited to the list are used in our business plan writing projects. IBISWorld, Datamonitor, MarketLine, Statista, Inveronix, and many other reliable sources
Custom Unique Content Solutions
It is very important what the target audience wants to hear! Each and every project that we write is always used as a soliciting document for somebody to act upon. Therefore, every project developed by our group is always custom and unique to satisfy the clients agenda and business goals. The presentation is always clear illustrative and highly defined for simplicity and understanding of the professional audience.
What Is The Right Plan For You?
For Many decades our professional business plans have successfully assisted many of our clients to attract investment and financial institutions capital to advance their businesses to the next level. All of our business plans are custom made and providing a unique solution to all of our customers business projects regardless of its size, weather it’s a 100 thousands or a 100 million dollars size business projects, our accurate development of the final documents will always achieve the final goal.
Business Plan Writing Services: How Does It Work?
Fill out and submit our Online Form.
Our Business Plan Consultants will reach out to you shortly to discuss the details of your business plan needs.
We offer you a proposal
Upon accepting the proposal we will send you services agreement and NDA.
We will schedule an Orientation session with you to intake all the information we will require from you in order to write your business plan.
Depending on the requirements of your business plan, we can deliver a business plan in fully editable format (MSWord and PDF) in as fast as 5 business days.
Note: our services are fully paid once the business plan draft is completed.
Business finance services: how does it work.
Fil out and submit the online form
Our Business Financing consultant will reach out to you shortly to discuss the details of your business finance needs
We will schedule an Orientation session with you to pre-qualify your project for subsequent preapproval.
If we could achieve a verbal preapproval in step # 3 we will collect all the relevant documents towards the financing application and we will submit everything for the final approval with the relevant lenders to achieve funding with the minimum time frame possible.
Note: our services are fully paid once the approval is granted
Thank you BPE for the CSBFL approval we could never done it without your help as only you know how to communicate with the Canadian banks the best! Thank you so much!!!!
The most professional business planning team i have ever worked with! Highly recommend
Thank you for the Government grant approval.
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How Much Do Business Plan Writers Cost in Canada?
By alexadmin | 2023-02-27T13:42:05+00:00 February 27th, 2023 | Categories: Business Plan | Tags: Business Plan Writers Cost , Business Plan Writing |
Having a clear plan in place is essential when starting or growing a business. One way to achieve this is by writing a business plan, [...]
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Chat with us: 1.888.777.8878, email us: [email protected], visit us: 8750 jane st unit 16, concord, on l4k 2m9, organizations that have accepted our plans.
References We Use For Our Business Plans
Business Plan for Investors
Bank/sba business plan, strategic/operational business plan.
- L1 Visa Business Plan
- E1 Treaty Trader Visa Business Plan
- E2 Treaty Investor Visa Business Plan
- EB-1 Business Plan
- EB-2 NIW Business Plan
- EB-5 Business Plan
- Innovator Visa Business Plan
- Start-Up Visa Business Plan
- Expansion Worker Visa Business Plan
- Manitoba MPNP Visa Business Plan
- Nova Scotia NSNP Visa Business Plan
- British Columbia BC PNP Visa Business Plan
- Self-Employed Visa Business Plan
- OINP Entrepreneur Stream Business Plan
- LMIA Owner Operator Business Plan
- ICT Work Permit Business Plan
- LMIA Mobility Program – C11 Entrepreneur Business Plan
- USMCA (ex-NAFTA) Business Plan
Franchise Business Plan
- Landlord business plan
- Nonprofit Start-Up Business Plan
- Cannabis business plan
- Ecommerce business plan
- Online boutique business plan
- Mobile application business plan
- Daycare business plan
- Restaurant business plan
- Food delivery business plan
- Real estate business plan
- Business Continuity Plan
- Buy Side Due Diligence Services
- ICO whitepaper
- ICO consulting services
- Confidential Information Memorandum
- Private Placement Memorandum
- Feasibility study
How it works
- Business Plan Examples
- Business Plans
Best Business Plan Experts
Ogscapital has the necessary experience and expertise to develop any business plans.
OGScapital offers a full suite of the create business plan online. Our dedicated team of business plan experts is here to help with business plans services tailored to your needs. There are many business plans companies out there, but none of them can provide OGScapital’s level of expertise and experience.
Our Business Plans by Types
Document for attracting equity financing for a startup or existing business. These business plans will comply with even the most complex investor requirements
Document for raising debt funding from financial institutions to meet the expectations of the banks, SBA, and government agencies.
This deliverable will contain a business development road map that will help the company achieve its goals and become a market leader.
Document for passing government compliance requirements for immigration to the US, Canada, or the UK.
Helps the franchisee get business case approval from the franchisor
Discloses concept of non-profit/charity organizations to attract financing from donors, government agencies, and investors.
Helps commercial tenants get landlord approval.
Our Business Plans by Industry
Our Cannabis business plan model covers all aspects needed for fundraising and getting a license.
Supports in developing an operationally efficient ecommerce business.
Suitable for the online fashion industry.
Suitable for new mobile app projects and covers preparing operational guidelines.
Suitable for day care and caregiver type businesses.
Suitable for restaurant/bar/cafe business concepts.
Suitable for food delivery or general delivery concepts.
Suitable for real estate projects, private equity funds, property management companies, real estate developers and agents.
Our Business Plan Specifications:
Users: Family & Friends Seed Funders, Angel Investors and Venture Capitalists, and Private Equity Funds
Size: 40-50 pages
Timeframe: 10 days
Graphic design: included
Unlimited revisions: included
Assigned team: 3 senior experts with a project lead
Each one of ourbusiness planning expert features design from our dedicated team of expert graphic designers.
OGScapital’s team of business planning expert creators will work closely with you and provide crucial guidance from the first step of the process to the last.
Your OGS business plan in 4 easy steps
After carefully considering your clients and making all necessary revisions, we will issue the final version of your create business plan online .
Our clients
More than 5,000 companies have relied on OGScapital business plan experts.
Testimonials
Our clients are our top priority. We do absolutely everything within our power to exceed our clients’ expectations in every conceivable way.
OGScapital are in the TOP3 on Trustpilot with a score of 9.5/10
excellent work
excellent work, competent advice. Alex is very friendly, great communication. 100% I recommend CGS capital. Thank you so much for your hard work!
Definitely use Alex and his team – one of the best business plans I’ve ever seen!!
I was skeptical at first to use a company that I haven't heard of before, but after my first phone call with Alex it became very clear that Alex was the right person for the Job. He not only gave me full confidence to take him on, but his performance was outstanding. He fully understood the business very quickly and didn't need much from me to get going! Alex delivered the final business plan for me before it was needed with the first draft only needing a couple of changes, I was absolutely blown away. I have already referred Alex to two of my friends and I will most definitely be using Alex again. Thank you again Alex for you amazing work. My investors and partners were truly impressed! I very much look forward to working with you again in the near future! Kind regards, David
L-1 Update – RateGain – KOTHARI, Siddharth
Alex has been super quick with his responses to my emails. I needed my business plan very urgently and whether it was Saturday or Sunday, Alex made sure that i had my plan ready in the shortest amount of time possible. My finance team is also very impressed. Well done Alex and keep up the good work!!!!! Sid Kothari Executive Vice President www.rategain.com 470.422.8578 8300 Greensboro Drive, Suite 800, Mclean, VA, 22102
Great service
Great service. Good turnaround time and quality work. Thanks!
Great Work!!
Had the pleasure of working with Alex on a business plan for a new venture. The end result looks very professional. His communication is always prompt and he was very patient with my detailed requests. I would definitely work with this company in the future.
Brilliant service
Brilliant service. Quick delivery. Highly professional team.value for money.
We had a great experience with OGScapital
We had a great experience with OGScapital. They were quick, on top of the BCP, and got us exaclty what we needed. We also had an issue with completing a task in a certain time required and they were nice enough to help us out and allow us an additional week. Thank you Alex for all your help!
Very Efficient Service
Very Efficient Service! Knowledgeable team! Helped me to get the positive result from the concerned entity Very happy with the outcome; Alex and his team are highly efficient,committed professionals with a diverse bank of knowledge.
A viable business is dynamic in nature. It not only changes with time but also evolves to grow according to customers' and industry trends. A company needs a blueprint that can provide it a direction and assess the feasibility of a business idea. From attracting investors to securing funding, a plan gives many new or established businesses the best opportunities for success.
Hanks to best business plans or business plan experts who help young entrepreneurs focus on their broad financial and operational objectives. Many established enterprises that need help with create business plans online buy a consulting online business to survive or continue growing in their industry.
That is to say, no matter how time-consuming create business plan online may seem, it is essential for your business. Business plans experts can help you clarify where you have been and where your business is going. It is a mandatory part of your growth plan and is useful for raising or forecasting capital to expand operations.
If you still are not convinced how best business plan experts can help your startup or company, keep on reading to find out.
How to Create Best Business Plan Online
As mentioned above, every business requires the best business plans. Whether it is to attract investors or provide direction, a create business plan online is crucial for the success of any organization.
But how can you create the best business plans?
Although the best way is to go for the best business plan to help or consulting online business the best business plans and business plan experts , you can also create it yourself. You may download a business plan sample or template and follow the instructions step by step.
Here are the six most important components of a create business plan online .
Executive Summary
An executive summary is typically an overview of the best business plans. In all professional plans, the executive summary comes first. It ideally comprises two pages and highlights the main points.
Opportunity
The opportunity is one of the sections that answer critical questions about what your business sells, how it solves a problem or deals with market trends. You will also have to answer questions about your business competitors and target market.
The execution part comprises the action plan of your business. It explains how you will turn opportunity into business. Plus, the section covers your sales, marketing, and operation plans. It also includes metrics and milestones for success.
Financial Plan
Business budget planning is undeniably one of the essential components of a plan. It includes a financial forecast and profit and loss statement. Luckily, there are many business plan experts for hire to help businesses create a comprehensive business plan. Experienced business authors such as those at OGS Capital help companies develop their financial plans after assessing their budget and capital.
Types of Best Business Plans
Take a look at these names of types of best business plans.
One of the most important purposes of your create business plan online is to persuade the readers. The first readers of your business plan are investors whose help you need to finance the business. That means a business plan for investors talks about investment opportunities. It tells financers about your business goals and how these goals can benefit the investors.
Raising capital is another important reason why business owners need a best business plan. SBA business plan focuses on the financial aspects that include potential returns on business investment. An SBA business plan intends to submit a loan application. Business plan companies design it to meet the requirements of SBA loan and bank standards.
A strategic/operational business plan gives a high-level view of an organization's goals . It lays out the actions to achieve the goals. A strategic business plan is a foundational plan for the entire company. The strategic plan's structure differs from business to business. Still, it has five common elements: mission statement, success factors, business vision, strategies to achieve objectives, and an execution plan and schedule.
Immigration Business Plan
The immigration business plan is a part of an application process for entrepreneurs who want to obtain a Green Card or Visa to work in countries like the US, Canada, or the UK. Writing an immigration business plan requires a well-documented financial projection, market research, and industry trends.
As the name implies, you need a franchise business plan to open a franchise in any part of the country. It includes critical management roles, marketing strategies, and financing needs of the franchise.
Landlord Business Plan
Landlord's business plans are for starting and growing rental business. It is an integral part of your rental or commercial properties to get finance.
Nonprofit Business Plan
A nonprofit business plan helps entrepreneurs set up a road map for a company. It lays out your plans, goals, cost, operations, and capital for the business.
Cost of a Business Plan
Business plan writing cost varies from providers to providers. It typically depends on the level of difficulty and length of the business planning expert . For an average plan, the best business plan writing costs may go up to $2000.
If a business plan is complex, it can cost companies $2000 to $10,000. However, best business planning experts from experienced services are worth the money you invest in. They can bring you guaranteed results.
Best Business Plan- OGS Capital Consulting Online Business
Seeking help from the business plan experts such as OGS Capital is undeniably an ideal way to make the best business plan . Experienced business plan writers conduct an in-depth analysis of your financial goals and include everything that can persuade potential investors.
Moreover, we design a successful best business plan with a strategic agenda that works as a roadmap for the future of a company. A realistic projection of a business’ needs to allow financers to see what they will gain by investing in the company.
Our best business plan experts excel in writing all kinds of plans, including franchise, nonprofit, rental, and SBA. Thus, leverage our expertise and get your company the business planning expert by contacting us through the contact form or call us.
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Hire the Top 3% of Freelance Business Plan Consultants
Toptal is a marketplace for top business plan consultants and experts. Top companies and start-ups hire freelance business plan consultants from Toptal for their mission critical projects.
No-Risk Trial, Pay Only If Satisfied.
Trusted by leading brands and startups
Watch the case study
Hire Freelance Business Plan Consultants
Aleksey N. Krylov, CFA
Freelance Business Plan Consultant
Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.
Previously at
Ftera Advisors
Josh Chapman
Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.
Konvoy Ventures (VC Firm)
Gary Calnan
Gary is a serial entrepreneur with CEO and CFO experience. Before co-founding an aerospace startup in 2017, Gary was the director of finance at a $120 million revenue SaaS company, where he was responsible for the financial management of multiple departments and supported three mergers. Gary leverages his unique blend of finance and entrepreneurial experience across early and growth-stage businesses to add value to Toptal clients.
CisLunar Industries
Marc Howland
Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.
Keyturn Pbc
Nirvikar Jain
Nirvikar has helped raise $20+ billion of capital and built lines of business as an experienced CEO, banker, and strategist at ICICI, Citi, Bank of America, and FAB. An entrepreneur, Nirvikar is an active board member for startup companies, advising on strategic initiatives and capital raising. As a freelancer, he enjoys leveraging his background as an entrepreneur and executive to drive profitable growth at companies from various industries.
Dreambig Semiconductor Inc.
Travis Borden
Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.
Keene Advisors
Andy Vietor
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
Hamilton Clark Sustainable Capital, Inc.
Bertrand Deleuse
Bertrand is a 25-year finance veteran with a true 360 experience, honed as an investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investment initiatives totaling over $16 billion. Bertrand is a seasoned problem solver and decision-maker with expert facilitation skills. Bertrand advises on M&A, corporate development, venture growth, project development, and financing.
Quadrant Economics
Olivia Passoni
Olivia has over a decade of advisory experience, specializing in valuation, financial and business planning, M&A, capital raising, and due diligence. She has advised business owners globally on financial planning and strategy optimization during the fundraising and exit process. Olivia also works with investors for portfolio valuation work, the development of fund models, and due diligence. She is a Certified Valuation Analyst and is specialized in early-stage valuations.
Valithea OÜ
Andrew Grigolyunovich, CFA, CFM
Andrew ranked fifth at the 2017 Financial Modeling World Championships. He served as CFO for Latvia’s leading retailer for seven years, navigating the firm through the global financial crisis and executing a turnaround that led to profitability and international expansion. He went on to freelance consulting, growing his client base to 250+ in 17 countries. Andrew joined Toptal to work with clients on FP&A, financial modeling, and M&A.
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A Hiring Guide
Guide to hiring a great business plan consultant.
Business plan consultants help define the long- and short-term goals of a business and draw up an action plan to achieve these goals. This guide provides a breakdown of the key skills and attributes you'll want in a business plan consultant.
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Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.
Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you. Pete Pellizzari, CEO Budder, Inc.
Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company. Romy Parzick, COO Student Loan Benefits, Inc. dba Vault
Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future. Doug MacKay, Founder / CEO SideKick
Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again. Chris Pozek, CEO Veterans Rideshare
What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently. Chris Pozek, CEO Veterans Rideshare
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How to Hire Business Plan Consultants through Toptal
Talk to one of our industry experts, work with hand-selected talent, the right fit, guaranteed, how are toptal business plan consultants different.
At Toptal, we thoroughly screen our business plan consultants to ensure we only match you with talent of the highest caliber. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.
Can I hire business plan consultants in less than 48 hours through Toptal?
Depending on availability and how fast you can progress, you could start working with a business plan consultant within 48 hours of signing up. Start now.
What is the no-risk trial period for Toptal business plan consultants?
We make sure that each engagement between you and your business plan consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.
How to Hire a Great Business Plan Consultant
A well-conceived business plan, rigorously researched and shared among stakeholders, is a key asset for businesses at any stage in their lifecycle. Effective cash flow management, sustainable growth, and successful strategic exits happen not by chance but through careful adherence to a business plan that’s based on a thorough analysis of the existing business and deep industry expertise.
Of course, a high-quality business plan is only as good as its writer. While business owners, C-level executives, and more senior employees need to provide input, it pays to have a third-party consultant assist in writing the initial plan or pressure test an existing plan. This business plan writer and consultant will serve as a combined industry expert, financial analyst, and senior advisor, drawing on their expertise to collect and analyze data, review the business’ financial model and underlying assumptions, and help the CEO think strategically about the direction of their business in areas of business strategy, marketing strategy, and more over the next three to five years.
In this hiring guide, we will address how to identify the right candidate for the business plan writing role and create the best environment for a successful engagement.
Why Hire a Business Plan Consultant?
Below are some of the most common reasons for retaining a business plan consultant, alongside case studies to provide insight into how they can help your business achieve its goals.
Explore Growth Initiatives
Professional business plan consultants are often brought on to help executives identify the optimal ways to grow their business in the near-term. This shouldn’t simply be a matter of increasing sales or cutting costs, but a discussion of how to best allocate resources according to strategic priority. A next-level business plan consultant will not just evaluate existing options, but draw on their experience to suggest additional pathways to growth.
Case study: Cutting It Close, a B2C startup focused on razor blades, needs help writing their business plan to map out the next five years of major growth initiatives. They have limited bandwidth, and can’t decide how to prioritize between a set of potential initiatives: expanding to new geographies or aggressively renegotiating contracts with key suppliers. How would an expert business plan consultant approach writing the business plan, keeping these growth initiatives in mind?
In this case, an expert business plan consultant should consider these initiatives in the broader context of the business and its goals over the given time horizon. While expanding to new geographies may seem like a good idea, it shouldn’t be done at the expense of the business’ ability to pursue growth opportunities with a higher ROI that are more in line with existing operations (i.e., more easily attainable) unless there is a strong strategic reason for doing so. Of course, growth isn’t the sole priority—these ambitions should be scaled down considerably if the solvency of the business is at stake.
A business plan consultant should be able to:
- Conduct a comprehensive competitor analysis to determine who major competitors are, which suppliers their competitors use, and which competitors are active in the new target markets and with target audiences.
- Conduct customer research to determine demand for their existing products in new target markets and informally survey suppliers (if appropriate) to estimate potential cost reductions.
- Think through a go-to-market strategy in the new geographies and suggest potential marketing channels or marketing plans (based on competitor and customer research as well as industry knowledge).
- Build a financial model with financial projections that can toggle between different growth scenarios, providing you with the opportunity to see where your business will stand in three to five years if it expands to the new geographies (or if it does not) and if the business can realize a reduction in COGS from the renegotiated contracts (or not).
- Propose and assess other growth strategies, such as switching to a subscription model or offering a new product line.
The above types of analysis would benefit from a familiarity with the consumer packaged goods industry. Additionally, the right candidate will likely have experience in conducting primary and secondary market research and in building dynamic financial models and financial plans.
Challenge Your Assumptions
An expert business plan consultant will not only provide solutions to the problem at hand but will help management look past the problem itself and pressure test all major assumptions. There will be times when getting another set of eyes on the problem will change the problem into something else entirely. One example of this is when GE engaged famed business consultant Ram Charan to discuss their plastics division . Charan identified that the Saudi public-private partnership SABIC was moving into the market and, given no strong competitive advantage in GE’s pocket, it was in GE’s best interests to sell the business entirely. While GE engaged a consultant with the goal of optimizing a division of their company, they ended up with a much different outcome.
Case Study: The Time Is Ripe, a startup that offers an app for determining when a given piece of fruit will achieve peak ripeness, as well as an online marketplace for the local sale and purchase of fruit, engages a business plan consultant to review their existing business plan. The business plan consultant quickly realizes that the company’s technology strategy is outdated and a serious liability to the company’s long-term prospects. What types of questions should a discerning business plan consultant focused on technology strategy bring to the conversation?
The types of questions that a skilled consultant should ask, divvied up by category, include:
- Who are emerging competitors?
- How is technology helping you win against traditional and new competitors?
- How can you use technology to enter new markets?
- Do you have the capabilities needed to drive full value from existing IT systems?
- What are the weakest links in your capabilities? Do you have tech-literate management?
- How does your customer experience compare with that of leaders in other sectors?
- What will your customers expect in the future, and what will it take to give them an optimal experience?
- Do you have clear plans for how to meet or exceed customer expectations?
- What’s the existing plan for upgrading capabilities?
- Does the business plan reflect the full potential of technology to enhance performance?
- Is the overarching technology strategy spread out over a multiyear horizon, rather than just part of the annual IT budget?
- Does the business plan reflect a portfolio of short-term P&L opportunities (e.g., upgrading digital channels), medium-term platform investments (e.g., customer database), and longer-term bets (e.g., a digitally enabled business model)?
Effective Cash Flow Management
Proper cash flow management is an enormous challenge for businesses of all sizes. Whether or not your business is profitable or poised for enormous growth quickly becomes irrelevant if the business becomes insolvent. The good news is that a recent HBR study showed that companies with formal business plans increase their chances of reaching positive cash flow by 16%. For more established businesses, good cash flow management is essential for reliably paying off debts and even in negotiating repayment terms, especially interest rates.
Case study: Builder Industrials, a U.S. company specializing in parts for heavy machinery used in the construction industry, is gearing up for a sale to private equity investors in the next 3 years. To prepare the business, management wants to rewrite their business plan to optimize for free cash flows going forward. What areas would you look into with this goal in mind?
In this instance, a business plan consultant could look at the following:
- Compare the business’ existing cash flows to internal and external benchmarks in the industry. How does Builder Industrials compare on the basis of DSO, DPO, and DIO to other industrials companies in construction? If Builder Industrials is coming up short, these are areas for further analysis.
- Review existing billing systems with an eye toward improving the cash conversion cycle. By speeding up billing and collection, the business will benefit from more timely and robust reporting, enabling the business to identify and close delinquent accounts as well as take advantage of supplier discounts.
- Assess inventory to identify slow-moving items that are tying up cash, and determine if it is worth continuing to produce these items.
A business plan consultant should be able to take the above analysis and, working in tandem with management, determine where to focus the company’s efforts in order to optimize for free cash flow. In a situation like this, it would be useful to engage a business plan consultant who has experience working in private equity investing, working for a private equity portfolio company, or working in operations at an industrials company.
Explore Strategic Exits
Preparing for the eventual exit of your business broadly depends on the business itself being in good health, finding the right buyer, and favorable market conditions. Business plan consultants are invaluable resources when exploring potential exits due to their ability to forecast the performance of the business under a variety of operating scenarios.
Case study: The founder of Healthy Holdings, a medical device manufacturer, is getting on in age and plans to exit her business within the next 5 years. She has been approached by a few buyers, but is not ready to sell just yet. Prior to bringing investment banks into the process, she engages a business plan consultant to draw up plans to explore different options.
In this case, a business plan consultant will analyze a variety of exit options, including (depending on the business’ size) an IPO, acquisition by major competitor, merger, and family succession. These options can help inform the direction of the business in the near-term. For example, if a major competitor has gone on an acquiring spree, Healthy Holdings could focus on activities that will increase its attractiveness to that competitor.
After talking over which exits are the most appropriate for the business, the business plan consultant could then draw up different roadmaps, showing the founder what it would take to get the business ready for each type of exit. The business plan itself can serve as a document during a fundraise or sale, highlighting the opportunity to incoming investors and increasing the chance of a successful exit to the current owner.
The most effective business plan consultant for this type of engagement would be a high-level strategic thinker with experience selling companies. Deep financial analysis isn’t as important in this case as the ability to think creatively about maximizing the value of the business in a relatively short timeframe.
Skills to Look Out For
Hard skills to look out for.
Given the wide variety of functions that a business plan consultant can serve, it’s important to consider what specific experience may be necessary for the job at hand. In many cases, it’s the inability to answer that question that is driving you to hire a business plan consultant in the first place (that is, you’re not sure what area of the business needs the most attention). In these cases, you should look for someone with a broad skill set in financial analysis, financial modeling, data collection, and data analysis. This will ensure that the business plan consultant can build and maintain dynamic financial models as well as dig deeply into areas that need further investigation.
Soft Skills Need Also Apply
The ideal candidate should have experience in running or advising businesses, complementing their analytical skill set with the broad vision of a CEO. In order to conduct customer research and competitor analysis, they should have experience in analyzing and synthesizing research reports as well as in conducting primary research.
Ensuring a Successful Engagement
Once you have found the ideal candidate, make sure to spend the time to adequately onboard the expert to increase the chances of a positive experience and a successful engagement.
Here are a few suggestions about how to make this transition go smoothly:
1. Consider an Introductory Consultation to Establish the Project’s Scope
Prior to digging in with any deep analysis, working with the business plan consultant to determine the scope of the project could unveil areas of opportunity that you hadn’t considered (e.g., exploring different growth initiatives, looking into how an acquisition of a smaller competitor could fit into your business’ five-year roadmap). The purpose of writing a business plan is to explore many different paths for your business, so don’t limit yourself prior to even starting.
2. Ensure the Business Plan Consultant has the Resources They Need
The onboarding process should involve meetings with key employees who may inform the business plan consultant’s work. The consultant may need access to corporate documentation, reports, and financial systems, as well as introductions to key advisors or relationships (e.g., suppliers, customers).
3. Jointly Determine Milestones and Ask for a Project Plan
An expert business plan consultant will provide you with a project plan for the first few weeks of the assignment. If they don’t, make sure to ask for one. This will ensure that you and the consultant have agreement on the deliverables and timing of the project.
The best business plan consultants in the United States or abroad can provide enormous value in a relatively short amount of time, applying years of industry and financial expertise in order to benefit your business at critical inflection points. Given the impact that a carefully followed custom business plan will ultimately have on your business, make sure to do your diligence early and find the right consultant for your business. You should think of them as a numbers whiz and trusted advisor, someone who won’t be afraid to challenge your assumptions when needed, or roll up their sleeves and do the work that needs getting done.
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How to write a business plan in 7 steps
With this step-by-step guide, learn how to write a well-written professional business plan that can help you successfully start your business, apply for funding, and grow.
Writing a business plan doesn’t have to be complicated. You don’t need to have a business or accounting degree to put together a viable business plan. Business planning can be simple—even fun!
This guide will show you how to get your plan done without any complexity or frustration. By the time you’re done, you’ll be better prepared to start, run, and grow your business. Here are the 7 steps to write a business plan:
- Executive summary
- Products & services
- Market analysis
- Marketing & sales
- Company organization and management team
- Financial projections
Be sure to download our free business plan template to start writing your own business plan as you work through this guide. For a more detailed guide to writing a business plan, download our free ebook : The Easy Way to Write Your Business Plan.
What is a business plan?
A business plan is a document that describes your business, the products and services you sell, and the customers that you sell to. It explains your business strategy. How you’re going to build and grow your business, what your marketing strategy is, and who your competitors are.
Most business plans also include financial forecasts for the future. Setting sales goals, expense budgets, and predictions for cash flow.
Now, a business plan can be far more than just a static document that you write once and forget about. It’s also a guide that helps you outline and achieve your goals. A management tool to analyze results, make strategic decisions, and showcase how your business will operate and grow. In short, if you’re thinking of starting a business or plan to pitch to investors or venture capitalists, writing a business plan can improve your chances of success.
Why do you need a business plan?
You likely already have a good idea of your business strategy in your head. So you may be wondering, “Why should I spend my time making a business plan?” Here are the top reasons why you should invest in planning:
Businesses that plan grow 30% faster.
A surprising amount of research has been done on business planning and has shown that companies that take the time to write a plan and review it regularly grow 30% faster than those businesses that don’t plan. Not only do these companies grow faster, but they perform better and are less likely to fail in the long run.
Lenders and investors need business plans
If you’re growing your business and plan on getting a business loan or raising money from investors, you’ll need a business plan. Most lenders and investors will ask for a plan, but even if they don’t want to see the actual document, they will ask you questions that only a solid business plan will be able to answer.
Business plans reduce risk
Starting and running a business is always risky. Instead of flying by the seat of your pants, you can use a plan to forecast potential cash flow issues and get ahead of any potential roadblocks so you aren’t caught off guard. A business plan will help you reduce your risk and help you navigate the future.
Business planning helps you make smart spending decisions
Before you make a big spending decision for your business, you need to know the potential impacts on your finances. With a business plan in place, you can easily explore different scenarios and see what impacts a new hire or an expansion to a second location will have on your business.
Need more reasons for why you need a business plan? Read our full list of reasons why having a business plan is important for small businesses .
How to write a business plan step-by-step
Whether you’re building a business plan to raise money and grow your business or just need to figure out if your idea will work, every business plan needs to cover 6 essential sections. Here’s an overview of each section:
1. Executive summary
The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. Most people write it last, though.
Ideally, the executive summary can act as a stand-alone document that covers the highlights of your detailed plan. In fact, it’s very common for investors to ask for only the executive summary when they are evaluating your business. If they like what they see in the executive summary, they’ll often follow up with a request for a complete plan, a pitch presentation, and more in-depth financials.
Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).
Learn more about writing an effective executive summary .
2. Products & services
The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you’re solving, your solution, and how your product or service fits into the existing competitive landscape.
Start the products & services chapter by describing the problem that you are solving for your customers and what your solution is. This is a description of your product or service.
Next, you should outline your competition . Who else is providing solutions that try to solve your customers’ pain points? What are your competitive advantages over other businesses?
If you happen to have any competitive advantages, such as specific intellectual property or patents that protect your product—this chapter is a great place to talk about those things.
Finally, review your milestones and metrics. This is an overview of the next steps that you need to accomplish to get your product or service ready to sell, with target dates. If you’ve already achieved some key milestones, such as landing a crucial customer or taking on pre-orders, discuss that here.
3. Market analysis
This section is where you will showcase all of the information about your potential customers. You’ll cover your target market as well as information about the growth of your market and your industry.
First, describe your target market . Your target market is the group of people that you plan on selling to. Try to be as specific as possible. With a solid target market, it will be easier to create a sales and marketing plan that will reach your customers.
Next, provide any market analysis and market research that you have. You’ll want to explain how your market is growing over time and also explain how your business is positioned to take advantage of expected changes in your industry.
4. Marketing & sales
The marketing and sales plan section of your business plan details how you plan to reach your target market segments, how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.
Some businesses that distribute their products and reach their customers through stores like Amazon.com, Walmart, Target, grocery store chains, and other retail outlets should review how this part of their business works. The plan should discuss the logistics and costs of getting products onto store shelves and any potential hurdles that the business may have to overcome.
The marketing & sales chapter of your business plan can also be a good place to include a SWOT analysis . This is purely optional but can be a good way to explain how your products and services are positioned to deal with competitive threats and take advantage of opportunities.
5. Company organization and management team
Investors look for great teams in addition to great ideas. Use this chapter to describe your current team and who you need to hire. You will also provide a quick overview of your legal structure, location, and history if you’re already up and running.
Include brief bios that highlight the relevant experiences of each key team member. It’s important here to make the case for why the team is the right team to turn an idea into a reality. Do they have the right industry experience and background? Have members of the team had entrepreneurial successes before?
Your company overview should also include a summary of your company’s current business structure. The most common business structures include:
- Sole proprietor
- Partnership
Be sure to provide a review of how the business is owned as well. Does each business partner own an equal portion of the business? How is ownership divided? Potential lenders and investors will want to know the structure of the business before they will consider a loan or investment.
6. Financial projections
Last, but certainly not least, is your financial plan chapter. This is often what entrepreneurs find most daunting, but it doesn’t have to be as intimidating as it seems. Business financials for most startups are less complicated than you think, and a business degree is certainly not required to build a solid financial forecast. That said, if you need additional help, there are plenty of tools and resources out there to help you build a solid financial plan.
A typical financial plan will include:
Sales and revenue projections
A monthly sales and revenue forecast for the first 12 months, and then annual projections for the remaining three to five years. Three-year projections are typically adequate, but some investors will request a five-year forecast.
Profit and loss statement
An income statement , also known as the profit and loss (or P&L), is where your numbers all come together and show if you’re making a profit or taking a loss.
Cash flow statement
A cash flow statement . While the income statement calculates your profits and losses, the cash flow statement keeps track of how much cash (money in the bank) you have at any given point.
Balance sheet
A balance sheet lists the assets, liabilities, and equity in your company. In short, it provides an overview of the financial health of your business.
Optional sections to include when seeking funding
If you are raising money from investors, you should include a brief section of your business plan that details exactly how you plan on using your investors’ cash. This is typically just called, “Use of Funds.”
Investors will also want to see a short section on your exit strategy. An exit strategy is your plan for eventually selling your business, either to another company or to the public in an IPO. If you have investors, they will want to know your thoughts on this. If you’re running a business that you plan to maintain ownership of indefinitely, and you’re not seeking angel investment or VC funding, you can skip the exit strategy section.
For more information, read our guide on the different types of exit strategies .
Finally, discuss any assumptions and important risks for your business. Knowing what your assumptions are as you start a business can make the difference between business success and business failure. When you recognize your assumptions, you can set out to prove that your assumptions are correct. The more that you can minimize your assumptions, the more likely it is that your business will succeed.
7. Appendix
An appendix to your business plan isn’t a required chapter by any means. However, it is a useful place to stick any charts, tables, definitions, legal notes, or other critical information that either felt too long or too out-of-place to include elsewhere in your business plan. If you have a patent or a patent-pending, or illustrations of your product, this is where you’d want to include the details. For more details, read about what to include in your business plan appendix .
Business plan writing tips
To help streamline the business plan writing process here are a few tips and key questions to answer to make sure you get the most out of your plan and avoid common mistakes .
Determine why you are writing a business plan
Knowing why you are writing a business plan will determine your approach to your planning project. For example, if you are writing a business plan for yourself or just for use inside your own business, you can probably skip the section about your team and organizational structure.
If you’re raising money, you’ll want to spend more time explaining why you’re looking to raise the money you want and exactly how you’re going to use those funds. So, before you start writing your plan, think about why you are writing a business plan and what you’re trying to get out of the process.
Keep things concise
Probably the most important tip is to keep your business plan short and simple . There are no prizes for long business plans. In fact, the longer your plan, the less likely it is to be read.
So, focus on trimming things down to the essentials that your readers need to know. Skip the extended descriptions of your target market and instead focus on creating a plan that is easy to read.
Have someone review your business plan
Writing a business plan in a vacuum is never a good idea. It’s helpful to zoom out from time to time and make sure that your plan is logical and makes sense. You also want to make sure that it’s easy to read and understand. Don’t wait until your plan is “done” to get a second look, though.
Start sharing your plan early and find out from your reader what questions the plan leaves unanswered. This early review cycle will help keep you on track. If you need a more detailed review, you may want to explore hiring a professional plan writer to give it a thorough examination.
Use a free business plan template to get started
Knowing what information you need to cover in a business plan sometimes isn’t quite enough. If you’re struggling to get started or need additional guidance, it may be worth using a business plan template. If you’re looking for a free downloadable business plan template to get you started, download the template that’s been used by more than 1 million businesses.
Or, if you just want to see what a completed business plan looks like, check out our library of over 500 free sample business plans .
How do I write a simple business plan?
If you’re not ready to work on a detailed business plan and want to start with something shorter and simpler, we recommend starting with a simple one-page business plan . You’ll be able to put together an initial plan in less than 30 minutes. For many businesses, this is a great way to get started. And, if you’re not raising money from investors, this may be all the plan you need.
Next steps for writing your business plan
Whether you’re writing a plan to explore a new business idea, establishing steps to start a business, looking to raise money from investors, seeking a loan, or just trying to run your business better—a solid business plan will help get you there.
Business planning is a continuous process that can help you validate your idea, set goals, manage, and successfully pitch your business. One of the most helpful things you can do to build a successful business is to jump in and start planning. If you’re looking for a more comprehensive step-by-step walkthrough for writing a business plan, check out our Business Planning Guide .
If you need more than a template, we recommend exploring business planning software, such as LivePlan. It features step-by-step guidance that ensures you include only what you need in your plan and reduces the time you spend on formatting and presenting.
You’ll also get help building solid financial models that you can trust, without having to worry about getting everything right in a spreadsheet. Finally, it will transform your plan into a management tool that will help you easily compare your forecasts to your actual results. This makes it easy to track your progress and make adjustments as you go.
Business plan FAQ
A business plan helps you understand where you want to go with your business and what it will take to get there. It reduces your overall risk, helps you uncover your business’s potential, attracts investor, and identify areas for growth. Having a business plan ultimately makes you more confident as a business owner and more likely to succeed for a longer period of time.
The seven steps to writing a business plan include: 1. Write a brief executive summary. 2. Describe your products and services. 3. Conduct market research and compile data into a cohesive market analysis. 4. Describe your marketing and sales strategy. 5. Outline your organizational structure and management team. 6. Develop financial projections for sales, revenue, and cash flow. 7. Add any additional documents to your appendix.
There are plenty of mistakes that can be made when writing a business plan. However, these are the 5 most common that you should do your best to avoid: 1. Not taking the planning process seriously. 2. Having unrealistic financial projections or incomplete financial information. 3. Inconsistent information or simple mistakes. 4. Failing to establish a sound business model. 5. Not having a defined purpose for your business plan.
Writing a business plan is all about asking yourself questions about your business and being able to answer them through the planning process. You’ll likely be asking dozens and dozens of questions for each section of your plan. However, these are the key questions you should ask and answer with your business plan: – How will your business make money? – Is there a need for your product or service? – Who are your customers? – How are you different from the competition? – How will you reach your customers? – How will you measure success?
The length of your business plan fully depends on what you intend to do with it. From the SBA and traditional lender point of view, a business plan needs to be whatever length necessary to fully explain your business. This means that you prove the viability of your business, show that you understand the market, and have a detailed strategy in place. If you intend to use your business plan for internal management purposes, you don’t necessarily need a full 25-50 page business plan. Instead, you can start with a one-page plan or a 3-10 page Lean Plan to get all of the necessary information in place.
While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. Here are a few common business plan types worth considering. Traditional business plan: The tried-and-true traditional business plan is a formal document meant to be used when applying for funding or pitching to investors. This type of business plan follows the outline above and can be anywhere from 10-50 pages depending on the amount of detail included, the complexity of your business, and what you include in your appendix. Business model canvas: The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea. One-page business plan: This format is a simplified version of the traditional plan that focuses on the core aspects of your business. You’ll typically stick with bullet points and single sentences. It’s most useful for those exploring ideas, needing to validate their business model, or who need an internal plan to help them run and manage their business. Lean Plan: The Lean Plan is less of a specific document type and more of a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, test, review, refine, and take action based on performance. It’s faster, keeps your plan concise, and ensures that your plan is always up-to-date.
A business plan covers the “who” and “what” of your business. It explains what your business is doing right now and how it functions. The strategic plan explores long-term goals and explains “how” the business will get there. It encourages you to look more intently toward the future and how you will achieve your vision. However, when approached correctly, your business plan can actually function as a strategic plan as well. If kept lean, you can define your business, outline strategic steps, and track ongoing operations all with a single plan.
The core elements of business planning are the same for nonprofit organizations and for-profit businesses. The main difference between the two is that nonprofits are primarily driven by a specific mission or purpose. While a for-profit organization is typically driven by growth and improved performance. Additionally, nonprofit organizations will need to intently focus on their promotional, partnership, and fundraising strategies. While some of this is present in for-profit businesses, the need to thoroughly outline how and who you will continue to receive funding is far more important as a nonprofit.
Noah Parsons
Noah is currently the COO at Palo Alto Software, makers of the online business plan app LivePlan. You can follow Noah on Twitter .
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We are transforming the idea of business consulting and creating an experience that puts our clients first. Our goal is to help each of our clients achieve their goals. Because when they succeed, we succeed.
Our company has had the pleasure of working with Franco for the last year. Our social media platform is in the process of raising $7M in capital. Our social media platform is in the process of raising $7M in capital.
After doing my research on a few similar companies, I went with Go Business Plans and I could not be happier. They were as fast as promised with getting the business plan ready and the final result was spectacular. They have a great team and are very easy to work with!
Working with Franco and the team at gobusinessplan has been very exciting! The process is fast and easy, Franco also gives great advice he’s very responsive and he really goes above and beyond to make sure your satisfied as a customer.
Katharine Walker
Our company has had the pleasure of working with Franco for the last year. Our social media platform is in the process of raising $7M in capital. The business plan and projections Franco and his team provided have been an immense help to our efforts. Franco has always been readily available and willing to help. We have referred clients over … to Go Business Plans and will continue to do so. We would highly recommend the company to anyone! Thank you, Franco!! Read more “Katharine Walker”
Kendra Hendricks
Deidre and the team was and is amazing! They created a well informed plan in an efficient amount of time. I learned a lot about myself in the process that exposed areas of strength and improvement. This will help me to market myself more effectively when applying for grants and additional funding from investors. They are so understanding and captured … all my considerations and true passion right over the phone. They are great and the best decision I made! Read more “Kendra Hendricks”
Ronkot Design
The experience that we had with Deirdre was exceptional. Recently, we needed some help in coming up with a well documented and professional business plan. Her attention to detail while we had our first initiation call, during the process and after the first draft submission had been fantastic. Research was done in timely manner and she used resources available to … formulate a well planned out business plan. Would recommend this company to anyone. Amazing experience! Read more “Ronkot Design”
I reached out to Go Business Plans back in 2016 at first and spoke with Phil Chau. He was very nice and very informative but I wasn’t quite ready to pull the trigger yet. All I did know at that time was that when I was actually ready, I would be reaching back out to them because my experience was … great although brief. Fast forward to last year, I was finally ready to move forward with starting my own business so I reached back out and Phil called me again!! He actually remembered me which made me feel great! I thought that was pretty cool. So we moved forward with getting my business plan in tact and this is when he handed off the project to one of his consultants, Deirdre Hainey. What a great matchup that was! Not only are our names similar lol but our personalities meshed well. The business plan she created was wonderful! I couldn’t have been any happier. That is until I decided to move forward with the company creating my website! I absolutely love my website and that’s due to her listening to what I was trying to achieve. I’ve gotten many compliments on it as well. Not only that, but whenever I asked her to make minor edits or changes to the website after it was already completed, she would oblige with no questions asked and was always responsive! I want to thank everyone who worked on my project at Go Business Plans and if there is ever a service I need in the future that you all provide, I will be taking my business to you. Read more “Deedra S.”
I have been working with The Go Business Plans team for two years now, and they have helped my company twice with their amazing work, attention to detail, and their bulletproof business plans. To say how amazing this company is, and how hard and meticulous the team works, would be an understatement! I could not recommend them more highly! There … is no other company and team that I trust more to help my present and future endeavors succeed! Read more “Charbel C.”
Working with Phil Sinh Chau has been a pleasure and a smooth process. I have confidence in the work and message that is being articulated in the plan. I look forward to working with Go Business Plans again. I hope you are able to get your dream off the ground with their help too!
Webplex Inc
I used their service for my US E2 business visa. They prepared a complete and perfect business plan. They describe our business plan in detail and easy to understand way that no question asked from visa officer. Excellent job from Deidre, Ishan and the team.
Gagik Hakobyan
After doing my research on a few similar companies, I went with Go Business Plans and I could not be happier. They were as fast as promised with getting the business plan ready and the final result was spectacular. They have a great team and are very easy to work with! Would definitely work with them again and recommend to … others! Read more “Gagik Hakobyan”
Jermorin Williams
Awesome plan both written and explained well by these guys. Professionals from the beginning to the end. Franco is an amazing guy and I would recommend this company to anyone wanting a high quality plan in a timely manner.
I had spoken with a few business plan companies before deciding on Go Business Plans. What sold me was their assurance they would be available to talk anytime throughout the process and work with me during revisions until I was satisfied. They fulfilled their promises, making the process not only smooth and professional, but enjoyable as well. I’m very satisfied … with what I received and I know they are there going forward if I have further questions or want to work on any other aspects of my business, such as marketing or a website. Thank you to everyone on the Go Business Team! Read more “Laura L.”
I found couple firms online that could help me write a business plan and after discussing with several firms, I chose Go business plan. Not only they are quick responding but also guaranty delivery in time manner & quality. If you are looking for a quality business plan ASAP,I would definitely recommend them as they are very professional and nice.
I took the time to call many different business plan companies before I decided to go with Go Business Plan. The reason why I went with this company is because they offered everything I was looking for with same or less money. Deidre was very professional and she took the time to put together a beautiful business plan. She explained … to me things I didn’t understand. The revision process went very smooth for me and I was truly happy at the end. I am very fortunate Deidre worked on my project. I will recommend anyone without any hesitation to help you with your business plans. Read more “Guled Ali”
Catherine Jones
This is by far the best group of business plan experts I have ever worked with. After being so overwhelmed and discouraged by other business plan writers/companies who claimed to be the best and tried to rob me to write a church business plan, I prayed deeply about it and the Lord blessed me to find Go Business Plans. They … listened to the vision, and worked WITH me. After a very short period of time, I had a dream come true on paper!! The Bible says “write the vision, and make it plain, that he who reads it may run with it(Habakkuk 2:2-3),” and this is exactly what they helped me to do!! Before the plan was even done, the DRAFT was so good that I had reviewed it with a potential partner, and after presenting it to her, she thought it was an amazing plan to help people in need and decided to immediately set up a meeting for the following week to work with me!! I cannot say enough about Go Business Plans and I am forever grateful. If I ever need to update/advance the plan as the church advances, I will ALWAYS and ONLY go back to them and If you are looking for an EXCEPTIONAL, HIGH QUALITY, COST AFFORDABLE business plan, that will speak to every area of your vision, that will allow you to be comfortable and confident presenting in front of ANYONE to get the help and support you need, this is the company you want to go with!! It’s one of the best investments I’ve ever made, thus far. God bless you Go Business Plans!!- Minister Catherine Jones Read more “Catherine Jones”
Alex Manning
I needed a business plan to put forward for a B&B with 3 weeks notice and it was no problem for Franco at Go-Business-Plans. I found the company very professional and there experience at putting business plans together clear to see. I will highly recommend them to others in the future.
Sharda Crawford
Working with Franco and the team at gobusinessplan has been very exciting! The process is fast and easy, Franco also gives great advice he’s very responsive and he really goes above and beyond to make sure your satisfied as a customer. They also keep you updated on everything. Their very professional I %100 recommend Gobusinessplan. Thank you guys !!!!!
Parijat Leuki
Best business plan development team
Michael Landry
The team at Go Business Plans has been nothing short of outstanding. They were willing to work closely with us to develop a professional, thorough, customized plan that fully met our goals and expectations. Furthermore, they have continued to be responsive and answer questions for us well beyond the finally delivery of the product. We consider our decision to work … with Go Business Plans to be one of the best decisions we have made as a startup. I highly recommend anyone seeking 3rd party support for constructing their business plan to consider these guys as a top contender. Read more “Michael Landry”
John Humphreys
They were great to work with and handled everything exactly how I asked. Franco was very receptive to my needs and the final product turned out better than I could have asked. Highly recommended.
Kenny Peterson
My experience with Go Business Plans was AMAZING!!!! My business plan coach was Deirdre and she is absolutely the BEST! She was very helpful, patient and understanding with my situation and every time we spoke she took her time to explain everything to me. Her work on the business plan was absolutely amazing, she made it flow and look good … and make sense! I couldn’t have asked for a better coach. I WILL do business with this company again! I could go on and on about how great she is and how easy it is to work with this company. Read more “Kenny Peterson”
Jesse Hutchison
I am incredibly satisfied with the professionalism and the composition of work dedicated to our Business Plan. Deirdre Haney and her team provide great work, great communicators, and easy to work with. I will recommend “Go Business Plans” to all of my colleagues.
Dan Cunningham
Angelique and her team produced an incredible business plan for my startup company. I had high expectations for the end product and what I received was way beyond what I hoped for. I provided a plethora of information for Angelique to sort through and she did it perfectly, it’s as if she was reading my mind! She expertly conveyed our … company concept and goal. The research that she had access to totally solidified and supported our position in our industry. I could go on about her professionalism and ever-readiness to help, but you’ll just have to hire her to have a true understanding. I highly recommend Angelique and Go Business Plans! Read more “Dan Cunningham”
Phil and his team are amazing! I definitely recommend them to anyone who wants a formal and professional business plan. They are very reliable, prompt, and personable. Phil and his team were very responsive with emails. They definitely know what they are doing and extremely knowledgeable. You will not regret working with them. They keep you updated on every aspect … of the business plan and offer excellent advice. Read more “John Mina”
Michael Shaw
Go Business Plans, specifically Franco de Guzman – Business Consultant – have been top notch in assisting our company deliver a great product. The first conversation was the icebreaker. From there Franco and GoBP adapted to our requests, did the R&D and delivered the details of our Company’s internal road map in a first class fashion. These guys are sharp. … Email correspondence, Basecamp uploads and messages accelerate the process and make it more streamline. Happy to recommend Franco and would request his services again in a related or un-related maritime campaign. Read more “Michael Shaw”
Aaron Henson
Angelique was awesome she was very professional and had excellent attention to detail. She and her team had the work done in the time frame we were told. Would definitely recommend!!!!
I am super impressed with the professionalism, dedication to my wants, needs and desires for my business. Kyle took the time to understand what we were trying to accomplish both short and long term then was intuitive enough to help me develop a plan to my specifics when I was a little lost. The plan was well written and the … financials were awesome. Thank you all so much. I plan to continue using you for a long time. Read more “Jim Hood”
Marcelo Torre
Professional, responsive, and quick and timely turnaround! They went above and beyond in creating my business plan for an SBA loan. Best in the business.
I interviewed three firms to write my business plan. I needed funding for my start up and some help with market research. Sean sold me right away with his straight forward approach and intellect. Sean and his team agreed to attempt to meet my short deadline of a one week turnaround time. They were able to put together a 31 … page rough draft of the business plan then make changes in time for my meeting. I was able to secure over $100,000 in funding. Read more “Jay R”
Tracie Symmons
I would hire Go Business Plans ten times over again! Franco explained the process and timeline of putting my business plan together and he delivered exactly as discussed. I truly could not be more pleased! Highly recommend!!!
Alison Cruddas
Franco was amazing! I got fantastic service from beginning to end with prompt replies to any and all of my questions. The business plan was very impressive! I will definitely use their services again.
Eliran Russo
Excellent service! Very very professional! work done within the promised time frame. Extremely recommended.
Christine Pasciak
Go Business Plans is a highly professional company who was able to expertly help us write our complex biotech business plan. This company is comprised of very many very educated and intelligent people who knew all the complexities we were facing and delivered to us exactly what we needed. (The competition did not even understand our needs). I highly recommend … Go Business Plans for your most complex business plan writing needs! Read more “Christine Pasciak”
Yasser Madi
As a startup with very low budget, we were looking for a firm with competitive pricing as well as high reviews. After conducting multiple interviews, we opted to work with Go Business Plans. Phil and Kyle were amazing to work with. Not only did Kyle and his team take the time to understand the nature of our business and the … constant changes in rules and regulations governing our business, they also provided guidance and support that helped us make better decisions. The end result, was an amazing business plan and a financial model that exceeded our expectations. We’re very happy with our decision to work with them, and will enjoy working with them again in the future as we grow. We definitely recommend Go Business Plans! Read more “Yasser Madi”
Deirdre truly went above and beyond by exceeding my expectations, and she was very punctual with her timely delivery of each revision through this process from inception to completion. I can’t thank her enough.
Christine Lusita
This team is A+++. I had such a great experience working with Sean & Franco. I feel blessed to have such a smart, creative and thorough team. They are professional and really worked with me to create the best business plan. I highly recommend them!
Moras Productions
Phil and his team were the best!! Loved working with them. They were available all the time for all questions that I had and explained them very well. They did a very detailed plan for my upcoming restaurant business and I am so happy that I hired them to do the plan. Thank you Phil and Team at Edeska and … Go Business Plan!! Highly recommend them!! Read more “Moras Productions”
Inludum Team
This company is amazing!!!!! If I could give them more than a five star rating, I would. If you are looking for a company to help make your business proposal as professional as possible, make sure you go with GoBusinessPlans. They do a fantastic job of communicating and are a very reasonable company to work with. In my first phone … call, I was blown away by how clear and in-depth they were about what would transpire in the time we would be working together. I had talked with four other companies and none of them seemed to show attentiveness or an interest in their work quite like GoBusinessPlans did. I now have a finished business proposal and everything I was promised was delivered on time and exactly how I wanted it to be. Franco alone was the reason why I gave this company a 5-star rating. This guy is on the ball, helping to create the best business proposal well above my expectations. He is extremely professional and is always very easy to get in touch with. Franco shows an interest and is very enthusiastic about what he does, always trying to make sure that I was satisfied with the work he helped create. I could not be more pleased with how everything came out. You would be making a huge mistake if you didn’t work with this company. A special thanks to Franco and the GoBusinessPlans team! Read more “Inludum Team”
Manuel Bogharian
After searching for a firm to help us with our business plan for our start-up, we were very fortunate to find Go Business Plans. Phil and his team were able to take our vision for our business and create a fantastic business plan for us. They were very professional during the entire process, and very easy and accommodating to work … with. I would definitely recommend the team at Go Business Plans! Read more “Manuel Bogharian”
Paul Borchart
I can’t Thank Sean and his team enough for putting together an excellent business plan! Go Business Plans will take your vision to the next level. I have no doubt that my company will be successful because of their help. Paul Borchart CEO/Founder G Worldwide
Meena Mohan
We have only good things to say about the team members Sean and Sam who worked with us. It was a great pleasure working with them. They paid a lot of attention to details and we appreciate that.
Trillion- Thailon
Big thanks to Sean at Go Business Plan and the rest of the team. Your well thought out and researched business advice has helped me turn our restaurant around. Today, we have tripled our customer visits and much more in total sales, and all credits are due to your advice in marketing campaign. Surprisingly we didn’t have to spend that … much money. It was a well worth decision contacting GoBP. Read more “Trillion- Thailon”
Kelly Miller
I would highly recommend “Go Business Plans.” They were conscientious, thorough and completed the plan on time! The plan was well thought out and comprehensive. They get my vote!
Brian Gwinn
Great job, Franco has answered all my calls and has done amazing for me and everyone that I’ve sent his way. Can’t go wrong with Go Business Plans
Natalia Pęczkowska
Phil was extremely helpful, knowledgeable and experienced. The operational advice provided helped us really scale the business and improve profitability. Highly recommended!
Natalie Olivarez
“We are extremely satisfied with the business plan. It looks great! Phil and the GoBusinessPlans team were superb.” Markus Johnson Art by Hair
I truly loved working with Sean and Kourtney. They were both very professional and understanding of what I required for my start-up. The output was a very comprehensive business plan and financial model at a very competitive rate. I will trust and work with GBP in the future!
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Looking for a First-Class Business Plan Consultant?
The business plan is the foundation of your investor package. However, most entrepreneurs are too busy with other priorities – such as developing products, finding customers, and recruiting a team – to prepare a compelling business plan.
Since 2001, Cayenne Consulting has helped more than 2,400 entrepreneurs develop business plans that helped to raise over $4.3 billion in funding. You can view our business plan samples to see why entrepreneurs choose us.
Most of our consultants have hands-on experience starting and growing their own businesses.
Let us help you.
Look Inside Some of Our Business Plans!
Investors & Clients Praise Our Business Plans
I probably see five to ten business plans a week. Frankly, most aren’t ready for the big leagues. Cayenne’s work, on the other hand, is consistently excellent. They figured out the formula. They make it easier for investors to quickly see the value in a company. Now that startup activity is picking up, investors have more to choose from. It’s more important than ever for a business plan to make the right first impression. — Harry George , Solstice Capital (U.S. VC Firm)
Consultants almost never do a good job on this kind of work because they don’t take the time to really understand the business. Cayenne was exactly the opposite. They were like a member of the management team. When the plan was done, I circulated it among the other Partners here at Veritas as an example of what a business plan should look like. — Gideon Tolkowsky , Veritas Venture Partners (Israeli VC Firm)
What Do You Really Need… A business plan WRITER… Or a true business plan STRATEGIST?
You found us because you need help with your business plan. And you’re wondering what sets business plan consultants like us apart from an ordinary “business plan writing service.”
Here are the key differences:
A Business Plan Writer…
A business plan writer expects you to have all the answers.
They will ask you a series of questions and type your answers into some off-the-shelf business plan software.
This is how most business plan companies work – and this is how they keep their fees so low.
Hey, if you know how to type and you already know all the answers, you might as well buy a copy of Business Plan Pro and write it yourself.
A Business Plan Strategic Consultant…
A business plan consultant is someone who will help refine your ideas and strategies, and mold them into a viable business.
We challenge your assumptions, fill gaps in your thinking, do lots of independent research and analysis , and help formulate business models, tactics, and strategies.
We help crystalize your long-term competitive differentiation, identify target markets, and plan for business scalability.
And then we help you express it in a compelling package – whether it’s a business plan, pitch deck , PPM (working with your attorney), financial forecast , Business Model Canvas , elevator pitch, or executive summary – that is most appropriate for your specific situation and target audience.
Business Plan Consulting Within Your Budget
We don’t have pre-set prices for our work. Every project is different. We need to interview you to understand how well you have developed your vision, and see what existing materials and research are available. We also need to agree on who is going to be responsible for what.
Depending on your needs and budget, we will then develop a proposal somewhere along this spectrum:
Full Service Business Plan Consulting
We will do the “heavy lifting” so you can focus on other priorities: developing your product, finding customers, and building your team.
We can help you optimize your strategy; research and analyze your market and competition; and create a clear and compelling plan to articulate your vision.
We don’t use cookie-cutter templates – we develop your plans from scratch to ensure you tell your unique story in the most compelling way possible.
Guided Business Planning
If you are on a more limited budget and have the time to conduct a majority of the research and writing, we can:
- Guide and prioritize your efforts;
- Supply templates and other helpful materials;
- Help you avoid common business planning mistakes ; and
- Critique, edit, and format your drafts.
Note that this is not for the faint of heart. This is a lot of work and will require a full-time commitment for weeks or months. Many entrepreneurs feel it makes more sense to focus on building the business.
Cayenne Consulting also serves large enterprises considering new initiatives as well as rapidly scaling businesses seeking large, later-round VC capital raises.
Tailoring Your Business Plan to a Specific Purpose
A business plan is not a one-size-fits-all document: it should achieve a specific purpose. We have experience in preparing plans for:
- Family & Friends Seed Funding : You are pitching to people who already know and trust you, so you need a simple document that explains your business concept and explains the risks (namely, that your investors can lose their investment). A short, simple plan or pitch deck is often sufficient in this case.
- Angel Investor and Venture Capital Funding : You are pitching to wealthier, more sophisticated investors – either individuals, groups, or funds. They don’t know you, and there are many other entrepreneurs competing for their investment dollars. Your pitch deck and/or executive summary is often the first thing they look at. While they may not request a business plan until getting into due diligence, every detail of your business plan should be committed to memory whenever you have a conversation with these investors.
- Bank Funding : You are seeking a loan – typically one guaranteed by the SBA – from a local bank to finance asset purchases for a brick-and-mortar business. Most banks will ask for a basic plan and financial forecast if you haven’t been in business for at least a few years.
- Landlords : Many commercial landlords want to see a business plan so that they can see how a new tenant in a retail location plans to become a success. They don’t want to invest in a lot of tenant improvements, only to have the space vacant again in a year or two.
- Franchisee Business Plan : Many franchisors require prospective franchisees to submit a business plan to prove that they understand the business concept and the local market.
- Immigration Visa Business Plans : The U.S. Citizenship and Immigration Services (USCIS) department requires a business plan from applicants for the E-2 Treaty Investor Visa , the EB-5 Immigrant Investor Program Visa , the L-1 Intracompany Transferee Visa , the B-1 Business Visitor Visa, and the E-1 Treaty Trader Visa . In addition to the content found in a traditional plan, the plan must explain how the applicant intends to fulfill the requirements of the relevant visa program.
- Partnership Business Plan : When an early-stage venture seeks a partnership with a more established business, it will need to produce a business plan or partnership proposal explaining how the relationship will work: the objectives, the opportunity, the roles and responsibilities of the parties, the implementation plan, potential risks and rewards, and a general argument for why the more established company is better off partnering with you than not.
- Enterprise Level Plans : Large, established firms often develop business plans as they consider new initiatives.
What Are the Elements of a Business Plan?
Contrary to widespread belief, there is no “right” way to structure a business plan; in fact, they can take many different forms . The important thing is to cover the Ten Big Questions as part of a compelling story.
Having said that, here is a typical outline:
- Executive Summary : A brief (typically 1-2 page) overview of your plan. If your executive summary doesn’t captivate your audience, you won’t get very far.
- Opportunity : What need do you plan to address? It had better be a large opportunity that many customers will be willing to give you their money in exchange for your offering.
- Solution : A description of how your product or service will fulfill the need.
- Business Model : What is your customer value proposition? How do you intend to make money? How will you create customer value and how will you deliver it your customers?
- Market : Who is the customer, what are their characteristics, how many of them are there, and how many can you reach before your competitors do? What is your total available market ?
- Marketing : How will you get your product in front of your customer, and how do you persuade them to buy it?
- Competition : Who else is working to fulfill the need, either directly or indirectly?
- Competitive Advantages : What competitive advantages do you have that will allow you to get – and stay – ahead of them? Do you have some unique, protectable intellectual property?
- Team : What qualifies you and your team to pull this off?
- Traction : What milestones have you already achieved?
- Operating Plan : What are the nuts-and-bolts of your business?
- Risks : What can go wrong with your plan , and how can you mitigate these risks?
- Financial Plan : What financial resources do you require, and how do you intend to use the money? What are the key assumptions underlying your financial forecast? Is there a viable exit plan?
In practice, some of these sections may be omitted or combined for brevity – for example, Market and Marketing are often combined, as are Competition and Competitive Advantages.
Business plans for unique industries may require additional sections. For example, biotech and medical device plans require sections describing the regulatory pathway (clinical trials and FDA clearance), reimbursement issues, and other issues.
Our Business Planning Process
Our business plan consultants each have their unique approach to how they work with clients. They will describe their approach during your initial discussions with them so that you understand what to expect as we progress.
Having said that, here is an example of how a business planning engagement might proceed:
- Initial discussion(s) to understand your needs.
- Review your existing materials (draft business plans, financials, market research, competitor research, etc.).
- Follow-up discussion to agree on the scope and fees for the engagement.
- Preparation and execution of an engagement agreement.
- Several in-depth interviews to better understand the details, develop strategies, and agree on all major elements of the Business Plan and Financial Forecast.
- Conduct additional research and formulate additional strategy and tactics, as needed.
- Draft a Pitch Deck (Investor Presentation) and review it with you to ensure that all parties agree on the big picture. Note that the Pitch Deck will have many gaps at this point; we will use placeholders and incorporate facts, figures, and financial projections as they become available.
- Draft the Executive Summary and review it with you to ensure that we all agree on the next level of detail.
- Prepare an outline of the Business Plan.
- Fill in details of the Business Plan. Obtain and incorporate your feedback as we go.
- Customize our Financial Forecast for your business. Populate assumptions with rough, educated guesses. Work with you to refine the assumptions. Teach you how to use the model so that you can explain it to your audience with confidence.
- Finalize all deliverables, including editorial review and additional graphic design/layout work if needed.
- Coach you on the best way to deliver the Pitch Deck and on how to address questions.
- Provide ongoing support, including making minor updates to the deliverables at no additional charge for up to 90 days following the delivery of final documents.
Of course, we understand that every client has unique requirements and we will tailor our approach to meet your needs.
Related Articles
- Why Business Plans Don’t Get Funded by Akira Hirai
- Approaches to Writing a Business Plan by Akira Hirai
- Is the Business Plan Really Dead? by Akira Hirai
- Ten Questions Every Business Plan Must Answer by Akira Hirai
- Is Your Concept Feasible? by Akira Hirai
- The Elevator Pitch in Six Simple Sentences by Shyam Jha
- The Elevator Pitch: Your Ticket to the Top by Akira Hirai
- An Effective Business Plan is Essential for Startup Funding by Marty Zwilling & Akira Hirai
- The Four Cornerstones of Every Business Plan by Marty Zwilling
- Use Your Business Plan to Get on the Same Page by Jimmy Lewin
- Know Your Audience: Four Types of Business Plans by Akira Hirai
- Business Plans Must Cover 10 Essentials by Marty Zwilling
- The Business Plan is Your Recipe for Success by Marty Zwilling
- The Anatomy of a Business Plan Cover Page by Akira Hirai
I’d Like to Speak With a Business Plan Consultant!
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At this stage in your career, your experience holds more than your resume can convey. Your current and past job descriptions don’t include details of the countless late nights, creative problem-solving, marathon strategy sessions, and expert people management that’s gotten you to where you are now. Yet almost all executives eventually reach a crossroad: either your business has advanced faster than your skills can, your team has outgrown your managerial abilities, or you want to revisit some of the finer points in finance, marketing, human resources, and operations.
Whatever your motivations are for returning to your education, the Leavey School of Business at Santa Clara University is the ideal place to see them through. The Executive MBA program at SCU Leavey is designed specifically for seasoned executives with 10 or more years of managerial experience. Deeper and more nuanced than a traditional MBA, our program is built on foundations that the C-suite covet: an Innovative and Entrepreneurial Mindset; Strategic Leadership; Analytical Aptitude; and Cross-Functional Execution.
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Are you looking to take your career to the next level? Earn your master’s degree with Santa Clara University. As a graduate student, you’ll be able to join in SCU’s legacy of ethics and innovation while you continue your career.
Complete the form to get in touch with an Admissions Advisor and receive more information on the program structure, curriculum, benefits and application requirements.
Executive MBA Program Experience
Fast track your career through professional communication workshops, career development training through Graduate Career Services and individualized mentorship.
Experience a blend of personal branding with executive coaching offered by stellar Silicon Valley executives. This program includes group workshops as well as customized one-on-one sessions.
Meet our Executive Branding Coach
Leverage a global action learning experience by engaging with international business and innovation experts via company visits and executive interactions. Study innovation, entrepreneurship, strategy & operations of dynamic multinational firms.
Customize our flexible program by taking cross-disciplinary electives tailored to your requirements.
Utilize the relevance of our program by actively participating in bootcamps on innovation, leadership & decision making; workshops on mindfulness, technology management, & legal fundamentals; simulations on entrepreneurship and branding. Projects are realistic, such as capstone where you will develop business plans and make presentations to angel investors and venture capitalists.
Interact with multiple Silicon Valley leaders and stellar executive panels throughout the program to accelerate your path to leadership.
Attend multiple networking events and utilize our vast network of alums who are successful Silicon Valley executives to advance your career.
Meet Our Executive MBA Mentors
The Executive MBA Industry Group provides up-to-date guidance on what Silicon Valley's most respected companies are looking for in the next generation of leaders. They also have a wealth of talent that has provided valuable mentorships to many EMBA students.
Gautam Aggarwal
Chief Business Officer, Bidgely
Sophie Ames
SVP and Chief Human Resource Officer, Veritas Technologies LLC
Carolyn Crandall
Chief Deception and Chief Marketing Officer, Attivo Networks Inc.
Gene Domecus
Chief Finance Officer, Peerspace
VICE PRESIDENT OF OPERATIONS, GIGAMON
Martin Juarez
Vice President of Operations, Gigamon
Vice President, Coporate Strategy, Western Digital
Anthony Vitale
SVP/CIO Chief Information Officer, SF Fire Credit Unit
Program Overview
Minimal career disruption, close, collaborative peers, flexible learning.
Start Your Executive Education
Why Choose SCU?
Since 1923, Santa Clara University has fostered close relationships with Silicon Valley, the Bay Area and beyond. Our graduate professors, alumni and students have made their mark at major companies like Google, Apple, GoPro and Tesla, and we maintain that legacy of infectious innovation to this day. You also can draw from the robust connections of your cohort, many of whom represent or have the ear of Silicon Valley’s elite.
Curious what your classmates would be like? Learn more about the EMBA Class of 2023 .
Become the Leader That Others Admire
Whether you had a manager who coached you through a difficult learning period or a mentor who encouraged you to pursue your passions, their presence left a mark on your career. Now, it’s time to become that person for someone else.
Part of the Executive MBA curriculum is entirely focused on people management and principled leadership. Throughout your coursework, you’ll learn strategies and complete exercises that will train you to become a more thoughtful and effective leader. Mastering the art of constructive feedback, employee empowerment and maximizing individual strengths will set you apart from your peers and build trust amongst your team.
Kumar Sarangee, Director of the Executive MBA program, explains the 4 key competencies that Executive MBA graduates develop
Exeuctive MBA Class Profile
Tuition and financial aid.
Includes tuition, books, meals and parking during academic terms, and international in-country travel and accommodations for a mandatory international trip.
Read about Executive MBA pricing in the Fortune article , "What does an executive MBA Cost?"
Federal and Private Loans
The University Financial Aid Office can help in locating and applying for these types of aid. For information on Federal loans and the FAFSA click here . For questions about loans contact the One Stop office at (408) 551-1000 [email protected] .
Scholarships
All applicants to the Executive MBA program are considered for scholarships, which are merit-based. Awards are based on professional accomplishments and outstanding scholarship. The Graduate Business Office does not award need-based scholarships.
Executive MBA Curriculum
Our practical, hands-on curriculum is taught by stellar faculty and distinguished Bay Area practitioners.
Frequently Asked Questions
An Executive MBA , or EMBA, is a graduate degree specifically designed for corporate executives and senior managers already in the workforce. An Executive MBA program allows working professionals to earn the degree while keeping their existing jobs. Typically, EMBA students are relatively senior in their fields and possess considerable work experience before entering the program.
A traditional Master’s in Business Administration provides a general overview of several areas of business—usually finance, marketing, operations, human resources, and analytics. Students have the option to complete their MBA part-time, online or full-time. This degree is best for working professionals with three or more years of experience who want to gain the knowledge and skills to earn a promotion or make a career pivot.
An Executive MBA , on the other hand, is keenly focused on the challenges and opportunities that exist in executive-level positions. From stakeholder negotiations and high-level business planning, to management skills and delegation, this advanced degree will cement your status in your organization. Better yet, you’ll have the chance to reinvigorate your everyday business strategies and pass on your learnings to others.
If you currently hold a senior position, an Executive MBA will give you the final push you need to reach the top tier. For those who already occupy the C-suite, an EMBA will help you learn and implement modern business technologies, lead from a position of empathy and integrity, and approach your work with a fresh energy and perspective.
On all accounts, an Executive MBA degree’s main purpose is to benefit your career—it will bolster your current knowledge, teach you new skills, sharpen your focus, and broaden your network. With these advantages, as well as the fact that SCU has one of the Top 25 Best Executive MBA Programs in the country, you’ll find that an EMBA from SCU Leavey is well worth your time.
Yes, SCU Leavey also offers an Online MBA and Evening MBA program. The Evening MBA , ranked No.19 in the Top Part-Time MBA Programs by U.S. News & World Report, offers the same degree material as the Online MBA , but with the option for students to attend classes after work hours on campus. 3 Ranked the No. 3 Best Online MBA from Poets&Quants, the Online MBA can be completed in as little as two years from wherever you prefer. 4
Both of these part-time MBA programs feature four available online concentrations in Leading Innovative Organizations, Marketing, Finance, and Data Science and Business Analytics.
Executive MBA Faculty
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ACCOLTI PROFESSOR OF LEADERSHIP
Barry Posner
PROFESSOR, MANAGEMENT
Tammy Madsen
ASSOCIATE PROFESSOR, FINANCE
George Chacko
PROFESSOR, INFORMATION SYSTEMS & ANALYTICS
Or have more questions? Contact our MBA Admissions Team at [email protected] .
Apply Now Request Information
Meet with us in an Advising Appointment or view our updated and relevant curriculum as you consider the MBA program that connects best to Silicon Valley.
EMBA Admissions
Sr. DIRECTOR, GRADUATE BUSINESS RECRUITMENT AND ADMISSIONS
Lenore Grant
SENIOR ASSOCIATE DIRECTOR, MBA PROGRAMS
Katie Baguley
ASSISTANT DIRECTOR OF ADMISSIONS, MBA PROGRAMS
EMBA Program Management
ASSOCIATE DIRECTOR, EMBA PROGRAM
Alexis De Leon
ASSISTANT DEAN, GRADUATE BUSINESS PROGRAMS
Joshua Rosenthal
FACULTY DIRECTOR, EMBA PROGRAM
Jo-Ellen Pozner
- Retrieved on March 18, 2022, from premium.usnews.com/best-graduate-schools/top-business-schools/executive-rankings
- Retrieved on March 18, 2022, from fortune.com/education/business/mba/rankings/best-executive-mba-programs-in-2021/
- Retrieved on March 18, 2022, from scu.edu/business/news/top-stories/scu-ranked-top-20-in-nation-for-evening-and-executive-mba-programs-.html
- Retrieved on March 28, 2022, from poetsandquants.com/2021/11/08/best-online-mba-2022/
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Biden administration lawyer may have saved student loan forgiveness plan at Supreme Court, experts say
- Experts have predicted the Supreme Court would rule against President Joe Biden's student loan forgiveness plan, but some changed their minds after oral arguments, praising the lawyer who presented the administration's case.
- Solicitor General Elizabeth Prelogar's "preparation, poise and power were impressive," said higher education expert Mark Kantrowitz.
The government's top Supreme Court lawyer may have saved President Joe Biden 's $400 billion student loan forgiveness plan from what experts considered all but certain defeat .
Experts lobbed praise on Solicitor General Elizabeth Prelogar , the lawyer who represented the Biden administration in front of the nine justices Tuesday.
"The Biden administration now seems more likely than not to win the cases," said higher education expert Mark Kantrowitz.
"Her preparation, poise and power were impressive," Kantrowitz said.
More from Personal Finance: Biden's student loan forgiveness plan heads to Supreme Court How to decide if you should go back to school The cheapest states for in-state college tuition
In contrast, the attorneys for plaintiffs opposed to the program were less than stellar, Kantrowitz said. "It was like the difference between a star quarterback and two tiddlywinks players," he said.
University of Illinois Chicago law professor Steven Schwinn agreed: "Prelogar knocked it out of the park."
"I do think she could have influenced or even changed the thinking of two justices, maybe more," he added.
On Wednesday, Fordham law professor Jed Shugerman tweeted that he remains "struck by SG Elizabeth Prelogar's brilliant performance."
"She may have snatched victory from the jaws of defeat," Shugerman wrote.
The nine justices considered two legal challenges to Biden's plan to cancel up to $20,000 in student debt for borrowers. Six GOP-led states — Arkansas, Iowa, Kansas, Missouri, Nebraska and South Carolina — had brought one of the lawsuits, and the other was backed by the Job Creators Network Foundation, a conservative advocacy organization.
Prelogar argued that the president was acting squarely within the law to avoid borrower distress during national emergencies and that plaintiffs had not shown in any way that they'd be harmed by the policy, which is typically a requirement to establish so-called legal standing.
When the Biden administration rolled out its student loan forgiveness plan in August, it cited the Heroes Act of 2003 as its legal justification.
The Biden administration now seems more likely than not to win the cases. Mark Kantrowitz higher education expert
That law, which is a product of the Sept. 11 terrorist attacks, allows the U.S. secretary of education to "waive or modify" student loan programs to ensure borrowers aren't left worse off because of a national emergency. Opponents of the president's plan say canceling hundreds of billions in dollars in student debt for tens of millions of Americans goes far beyond the scope of the Heroes Act.
Justice Clarence Thomas, who kicked off the justices' questioning of the Biden administration, seemed to echo that view.
"We're talking about half a trillion dollars and 43 million Americans," Thomas said. "How does that fit under the normal understanding of 'modifying'"?
Prelogar countered that the heart of the provision's purpose was to allow the secretary to make sure borrowers don't suffer financially because of their loans during a crisis and that's exactly what the Biden administration's policy does.
A top U.S. Department of Education official recently warned that the public health crisis has caused considerable financial harm to student loan borrowers and that its debt cancellation plan is necessary to stave off a historic rise in delinquencies and defaults .
"It couldn't have surprised Congress one bit that in response to hardship posed by a national emergency, the secretary might consider similarly providing discharge if that's what it takes to make sure borrowers don't default," Prelogar said.
Justice Elena Kagan agreed.
"This is an emergency provision," Kagan said at one point, posing a hypothetical that the crisis had been an earthquake rather than a pandemic.
"You don't think Congress wanted to give ... the secretary power to say, 'Oh, my gosh, people have had their homes wiped out, we're going to discharge their student loans"?
No Major Offer Expected on Childcare in UK Budget
Source: Getty Images
Irina Anghel
Parents hoping for major support to relieve the burden from some of the most expensive child care costs in the world may be disappointed by the UK spring budget, according to a KPMG tax expert.
A multi-billion-pound plan to expand free child care for one- and two-year-olds in England is likely off the table, according to Tim Sarson, UK head of tax policy at the firm, adding that the Treasury is “unlikely to make another U-turn” after signaling it won’t back the reform. Internal government estimates put the price tag of such a plan between £5 billion and £10 billion, according to a media report .
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The Executive MBA program at SCU Leavey is designed specifically for seasoned executives with 10 or more years of managerial experience. Deeper and more nuanced than a traditional MBA, our program is built on foundations that the C-suite covet: an Innovative and Entrepreneurial Mindset; Strategic Leadership; Analytical Aptitude; and Cross ...
CONSTRUCTION DEFECT/EXPERT WITNESS. Active Designer and builder that "also" works in the forensic analysis and expert witness field to give the client our "360 Degree" of understanding of all aspects of the industry. Companies Business plan goal is working 70 percent in the design and building side and 30 percent in the forensic analysis.
Broker - Certified Expert Advisor ( 16 year s experience) Specialties. Buyer's agent. Listing agent. Relocation. Staging. Landlord. The Wall St Journal ranked The Brett Jennings Team as one of the Top Real Estate Teams in the U.S.A. for one reason…Our systems flat out work! We are also 5 star rated on Zillow, Trulia & Yelp.
The government's top Supreme Court lawyer may have saved President Joe Biden 's $400 billion student loan forgiveness plan from what experts considered all but certain defeat. Experts lobbed ...
Future of British Business. No Major Offer Expected on Childcare in UK Budget ... according to a KPMG tax expert. A multi-billion-pound plan to expand free child care for one- and two-year-olds in ...