Highly experienced business plan consultants
The complex business planning service provides a detailed business plan write-up, pitched at the level of detail typically required by large funders, investors and stakeholders. The projections are also sufficiently detailed to enable use as budgets for performance measuring, and more.
By having up to four meetings with your consultant, with no time restrictions, alongside your in-depth financial projections, detailed competitor landscape and market research and a dedicated six months post-plan business support line, you can rest assured that we can provide you with a complete stakeholder, funder or investor-ready professional business plan.
Who Is The Complex Planning Service For?
The complex business plan service is for large start-ups, or larger existing businesses planning for strong growth with a more complex business model, that requires more than one meeting to develop.
This is our most advanced service, because of the extended amount of in-depth meeting time and development that will be given to your business model. Let's say that your business model is non-viable and needs significant development, then you will need the additional meetings afforded by this complex service.
It is also possible that after the first meeting where we find the business model to need significant development, that we need to do some initial research to develop our thoughts about the model, followed by further meetings to discuss and agree on the revised model. And ultimately, this complex business plan service is our all-encompassing service, that affords this opportunity
How Much Funding Can I Secure With The Complex Planning Service?
The intended purpose of a complex business plan is to provide the information needed for any size loan and/or equity funding, as well as recovery loans, road map and performance markers and stakeholder communication.
Complex Business Planning Service Includes
With this package, you will be able to have up to four zoom calls or face-to-face meetings with your consultant to discuss your business model and work through exactly what is needed to secure funding. There will also be no time limit on each of these meetings.
Clear and relevant industry-focused market research is crucial to finding success and excelling within your industry, as well as proving to your funder, investors or stakeholders that you are ahead of the game and ready to significantly grow.
Knowing that you have strengths over competitors as well as being able to identify any weaknesses, opportunities or threats is invaluable information, to ensure that your business model and growth strategy is viable.
All plans include, where relevant
As a general rule, we ensure that each plan includes the below elements, varying in complexity and detail as you move through the packages we offer and based upon your unique requirements.
- Executive Summary
- Mission & Vision
- Company Summary
- Competitor Landscape & Comparison
- Market Summary
- Strategy & Implementation Summary
- Commercial Loan quantification
- Equity Investor Quantification
- Exit Strategy
- Company valuation
- Route to Market & Marketing Strategy
- SWOT analysis
- Key assumptions
- Break-even calcs
- Sensitivity calcs
- Sales forecasts with 3D colour graphs
- Personnel Plan
- Projected Profit & Loss with 3D colour graphs
- Risk Analysis & mitigation
- Internal Rate of Return calcs
- Projected cash flow with 3D colour graphs
- Projected balance sheet
- Financial Ratios Summary Table
- Tax & Vat, dividends & drawings included in projections
- Phased investment offering with dilution calcs
- Management summary
Why Choose The Complex Planning Service?
Do you have a large start-up, or larger existing business and you are planning for strong growth, with a complex business model? If so, then this service is for you.
You will be able to work with your business consultant across multiple meetings to develop your complex business model, to give you a growth plan that you can use as a blueprint for your forward business and that you can feel confident in presenting to large funders, investors and significant stakeholders. We are so confident in our service offering that we guarantee funding will not be rejected on the basis of omissions or errors in the business plan we create.
Unsure of which level of service you need? Don’t hesitate to contact us online to arrange your free 15-minute consultation, or simply call 01604 420 420 for a discussion.
Additional Add-on cbm Services
Customise your chosen service package to your needs with the addition of any of the following:
- An elevator pitch
- Investor presentation PowerPoint slide deck
- Brochure style offer for subscription
- Multiple changes/amends for up to 6 months
- Excel workbook, useful for quick look what if’s etc
- Post amends numbers flush
- Pre business plan strategy development workshop (1 day with your key managers)
- 12-month telephone business support
- 12-month quarterly variance reporting
- Monthly management meeting attendance (minimum order of 6 meetings)
- Attend bank/investor meeting
- Proposal to supply service post business plan creation
- Proposal to supply service pre or no business plan
- Extra meetings as required, at £500 per meeting
Like the sound of any of these additional services? These services can be purchased initially or separately post-plan if required. Get in contact with one of our consultants online or by calling 01604 420 420, to discuss your exacting requirements.
Established in 2006, cbm is led by Charles Brooks who has over 30 years of experience in writing coherent and effective business plans to secure finance for our clients. Our business plan writers are a highly experienced team of MBA graduates who have put it into practice and know what’s required to run a successful company.
Why choose Cbm?
Alongside the fact that all consultants are MBA qualified, we are a recognised practice of the Institute of Business Consulting - meaning you can rely on the quality of our workmanship.
What our clients say
Working with CBM was a life changer. They helped me with my business plan from start to finish. CBM helped me get my start up loan and that changed my life. Thank you CBM and thank you Charles
Book a free consultation with one of our business consultants who will provide an instant review of your business model viability.
How our business plan writers will work with you
We use a tried and tested way of working: Our Client Journey. Our Client Journey involves taking you through a number of steps that will enable our business plan writers to create and deliver you a business plan that will secure funding.