Lender Ready
Business Plan Writing Services
A business plan and forecasted financial statements are essential for any entrepreneur when starting up a new venture or considering expanding their business.
The Importance of a Business Plan
Business plans are often required when seeking financing, starting a new venture, or expanding an existing company.
At Naomi Dukart Professional Corporation, business plans are prepared by a Chartered Professional Accountant with a focus on realistic financial projections, cash flow planning, and lender-ready presentation.
This Service is Ideal For:
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New businesses seeking startup financing
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Professionals opening or purchasing a practice
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Existing businesses expanding operations
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Companies applying for bank or government funding
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Entrepreneurs who need realistic financial projections
What Your Business Plan Includes:
Each plan is tailored to your specific business, industry, and financing requirements.
Professionally written business plan
Business overview & concept summary
Financing and start-up cost requirements
Cash flow forecasts & break-even analysis
2–5 year financial projections
Key assumptions and scenario planning
Sales and marketing strategy based on market analysis
Lender-ready presentation format
Our Process
From Idea to Lender Ready Business Plan
Every business plan is developed through a structured, step-by-step process designed to turn your idea into a clear, financially supported roadmap. The goal is not just to produce a document, but to build a plan you understand, believe in, and can confidently present to a lender, investor, or partner.
Many clients come to this process with only an idea or rough concept. By the end, they leave with a professionally prepared business plan that clearly shows how the business will operate, generate revenue, and support financing.
Our Four-Step Business Plan Process
01
DISCOVERY MEETING
We begin with a detailed discussion about your business idea, goals, and financing needs. This meeting focuses on:
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The nature of the business and target market
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Startup or expansion plans
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Estimated costs and pricing
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Financing requirements
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Personal investment and timelines
This step ensures the plan is built around your real objectives, not a generic template.
02
FINANCIAL MODELING
Next, we build the financial projections that form the foundation of the business plan. This includes:
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Startup cost analysis
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Revenue projections
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Cost of goods or service delivery
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Overhead and operating expenses
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Cash flow forecasts
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Break-even calculations
The focus is on realistic, supportable numbers that lenders will view as credible.
03
BUSINESS PLAN PREPARATION
Using the financial model, the written business plan is prepared in a professional, lender-ready format. This includes:
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Executive summary
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Business overview and structure
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Market and industry analysis
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Operations and staffing plan
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Financial projections and assumptions
We then review the plan together and refine any assumptions to ensure it accurately reflects your vision.
04
LENDER READY PACKAGE
The completed plan is delivered as a polished, professional package suitable for banks, investors, or partners. Clients will receive:
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A professionally formatted business plan
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A high-quality presentation copy
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Supporting financial schedules
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Digital copies for submission and future updates
For many owners, this is the point where their idea becomes a structured, financially supported plan ready for financing.
Why Work with a CPA on Your Business Plan
Business plans prepared by a CPA provide a higher level of financial accuracy and practical insight.
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Over 20 years of experience with owner-managed businesses
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Financial projections based on real tax and accounting knowledge
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Practical, lender-focused approach
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Not a template-based or generic consultant plan
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Direct access to a Chartered Professional Accountant throughout the process
Flexible Scope Based on Your Needs
Not every situation requires a full business plan. Some clients only need financial projections to support a loan application or internal decision. Services can be tailored to:
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Full financing-ready business plans
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Financial projections only
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Expansion or purchase scenarios
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Internal planning and decision support
Business Plan Packages
Services are customized based on the complexity of the business and financing requirements.
Business Plan Review
Starting at $750
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Ideal for: Entrepreneurs with an existing plan who want professional feedback before submitting to lenders or investors.
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Includes: Review of business model, strategy, and financial assumptions, with practical recommendations.
Financial Forecast
Starting at $1,000
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Ideal for: Entrepreneurs who already have a written plan but need lender-ready financial projections.
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Includes: Professionally prepared financial forecast including revenue assumptions, cost structure, margin analysis, and cash flow planning.
Complete Business Plan
Starting at $2,500
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Ideal for: Entrepreneurs who want a full, professionally prepared plan from concept to final lender-ready package.
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Includes: Strategic business plan writing, detailed financial forecast, and funding-ready presentation.
Book a Business Plan Consultation
The first step is a consultation to review your business concept and financing goals, and to determine the appropriate scope of work required to prepare a lender-ready business plan.
During this meeting, we will:
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Review your business model and revenue strategy
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Discuss your financing objectives
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Evaluate key financial assumptions
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Define the scope of work and forecast requirements
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Outline deliverables, timelines, and required documentation
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Provide a clear fee estimate and next steps
Book a complimentary consultation to get started.
