"Business Planning Service."

"It Takes As Much Energy To Wish As It Does To Plan?"

Investment Planning.

Secure the funding you need with a clear, credible plan that investors and lenders take seriously.

Most business plans are written for the wrong audience. They’re long, vague, and padded with guesswork. Investors and lenders want clarity, traction, and a credible path to returns.

Our Investment Planning service builds a tight, decision‑ready plan that shows exactly how your business will use capital to produce measurable results—no fluff, no filler.

Business Planning Who This IS For

  • Founders and owners seeking investment or commercial lending.
  • Established businesses preparing for growth, acquisition, or a new product launch.
  • Professional services and trades (accounting, legal, construction, SaaS, e‑commerce, manufacturing) needing a numbers‑driven plan.
Business Planning What you get

1) Investor‑Ready Plan (Concise & Credible)

  • Executive Summary that sells the opportunity in under two pages
  • Problem • Solution • Market: proof of demand and defensible positioning
  • Traction & Milestones: what you’ve achieved and what’s next (30/60/90 days)
  • Go‑to‑Market Strategy: channels, costs, timelines
  • Financial Model: revenue assumptions, unit economics, cash flow, break‑even
  • Use of Funds: where every pound goes and why
  • Risk & Mitigation: what could go wrong and how you’ll handle it
  • Exit & Return Scenarios: realistic outcomes investors care about

    2) 365/90 Execution Roadmap

    A single 365‑day goal broken into a 90‑day GAME Plan (Goals • Actions • Metrics • Evaluation). This signals discipline and makes progress visible for backers.

    3) Lender/Investor Pack

    • One‑page teaser for outreach
    • Pitch‑ready slide deck
    • Due‑diligence checklist (no surprises later)
    Business Planning Why it works

    • Measured risk, not hype. We validate assumptions, show sensitivity analysis, and present credible scenarios.
    • Signal of competence. Investors back teams who plan, track, and adjust. The 365/90 framework proves it.
    • Clarity in under 20 minutes. Stakeholders can assess, challenge, and approve without a marathon read.
    • Bank‑friendly. Clean cash‑flow logic, security, and repayment rationale reduce friction with lenders.

    Pricing & Options

    Every business is different. That’s why the prices shown here are indicative—they give you a clear idea of what to expect, but the exact fee will be confirmed after your introductory call. During that call we’ll review your goals, current materials, and funding requirements, then recommend the most cost-effective option for you.

    Think of it as a starting point: enough to set expectations, but flexible enough to ensure you only pay for the level of detail and support your situation requires.

    Note: All prices exclude VAT.

    Terms and conditions apply.

    Business Planning Guarantee

    Minimum‑Risk Guarantee

    If you don’t feel your Investment Plan is clearer, more credible, and more persuasive than what you had before, tell us within 7 days and we’ll revise it at no extra cost. If you’re still not happy, we’ll refund our fee.*

    Frequently Asked Questions

    Will this guarantee funding?

    No one can guarantee an approval. What we do is maximise credibility: clear numbers, milestones, and risk management that align with what investors and lenders look for.

    How long does it take?

    Essentials typically completes in 1–3 weeks from receiving your data; Pro/Plus may take longer depending on scope and responsiveness.

    What information will I need to provide?

    Historic accounts (if available), pricing and margin data, pipeline and market evidence, capex/opex assumptions, team bios, and any prior traction.

    Can you help if I’ve never raised before?

    Absolutely. We’ll guide you on proof points, pitch flow, and what investors will challenge.

    Do you sign NDAs?

    Yes. We’re happy to sign a mutual NDA before sharing sensitive information.

    Book a free 30‑minute Investment Planning call.

    We’ll review where you are, what funding you’re targeting, and the fastest route to a credible, decision‑ready plan.

    Prefer email? Send your company name, sector, and funding target to hello@business-planning.co.uk and we’ll reply with next steps.

    Investor-Ready Planning

    “I needed a professional business plan to secure funding, and I didn’t know where to start. The team walked me through everything — from financial forecasts to competitor analysis. The final plan was polished, credible, and got the attention of the investor group I pitched to. I couldn’t have done this on my own.”

    Kev G.

    Managing Director / Owner, Small Manufacturing Company

    Bank-Ready Confidence

    When I approached my bank for a loan, they asked for a business plan — and I had no idea what they actually wanted. The 365/90 team helped me pull everything together: financials, forecasts, strategy, and even the language lenders expect to see. The result? A 25-page document that felt professional and real — and my loan was approved within two weeks.”

    James B.

    Managing Director / Owner, Roofing Company

    Book your free 45-minute business planning consultation.

    Stop Winging It. Start Planning With Confidence.

    In this one-to-one session, we’ll: 

    • Clarify your real priorities for the next 90 days

    • Identify what’s holding growth back

    • Build a simple, practical plan you can actually execute

    This Christmas offer is only available for a limited time.

    Please Check Your Inbox for My Calendar Link