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BUSINESS PLAN PREPARATION
Need a professional business plan or pitch book? We can help.
Keystone's experience as a business valuation firm well-positions us to offer you professional business plan preparation assistance for bank financing or other purposes. We have a breadth of experience across many industries in Ontario.
We can work with you to express your vision into a coherent business plan.
Our business plans include the following elements, as required:
- Executive Summary
- Business Description
- Brief description of the company and opportunity
- Key milestones achieved to date
- Business location and other key data points
- Key management team bios
- Brief description of the company and opportunity
- Market Overview
- Historical and current market size
- Key drivers and challenges / trends in the marketplace
- Major players in the market
- Nature of competition
- Market outlook
- Historical and current market size
- Competitive Landscape
- Unique value proposition of the business versus major competitors
- Unique value proposition of the business versus major competitors
- Potential Risks
- Potential risks aligned with the business plan & risk mitigation strategies
- Potential risks aligned with the business plan & risk mitigation strategies
- Marketing Plan
- Current stage of business development
- Proposed commercialization timeline
- Description of target market
- Relationships with key suppliers
- Advertising and promotion plan
- Pricing and distribution plan
- Human resources plan
- Current stage of business development
- Financial Plan
- 3-5 year (as relevant) forecast income statement
- 3-5 year (as relevant) forecast balance sheet
- 3-5 year (as relevant) forecast cash flow statement
- Forecast of working capital requirements of the business
- Capital expenditure plan
- External financing required from a financial institution
- 3-5 year (as relevant) forecast income statement
Our consultants will work with you to prepare a business plan that reflects your goals for your company. We help you write your business plan, but it is ultimately your ideas and vision that will guide us throughout the process. Advice and guidance is also offered, as required.
Keystone can also prepare business concept forms and business plans for immigration under the Provincial Nominee Program (PNP).
Please contact us to discuss your business plan needs.
Steve Skrlac, B.A.(Econ), MBA, CFA, CBV
We serve clients in Toronto, GTA, Mississauga, Oakville, Burlington, Hamilton and the surrounding areas.
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Chartered Business Valuators serving the GTA including Toronto, Mississauga, Oakville, Burlington, Hamilton & southern Ontario.
Please contact us for a free consultation: