Overview:

A strong business plan backed by credible financial projections is the foundation of every successful funding or growth journey.

NextStep combines both into one streamlined service — transforming your goals, data, and strategy into a professional, funder-ready business case. Whether you’re preparing for a loan, grant, or investor pitch, we’ll ensure your plan tells a clear story that stands up to financial scrutiny.

What’s Included:

✔️ Full business plan tailored to your objectives and audience
✔️ Executive summary and business overview drafting
✔️ Market, competitor, and SWOT analysis support
✔️ Integration of 3-year financial projections (P&L, cashflow, and balance sheet)
✔️ Clear funding narrative — use of funds, repayment logic, and financial return
✔️ Assumptions summary and scenario testing
✔️ Editing and presentation to a professional standard

Who It’s For:

• Start-ups seeking investment or bank finance

• Established SMEs preparing for expansion or restructuring

• Businesses applying for grants that require a full plan and projections

• Accountants and advisors who need professional plans built for clients

How It’s Delivered:

🔹 Discovery meeting to understand your goals, business model, and funding needs
🔹 Draft and final business plan documents (Word/PDF)
🔹 Bespoke Excel financial model with walkthrough and refinements
🔹 Optional updates as your plans evolve or funding requirements change