Find out what it takes to make your business idea work.
Before you invest your time and money, put your idea to the test. We combine custom business planning with real-world experience to assess the numbers, uncover revenue opportunities, and identify ways to reduce costs.
Get honest advice on what needs to change, and whether the idea is worth pursuing, so you can take your next step with confidence.
20+ years of experience | 95% funding success rate
Trusted for over 20 years.
Why gamble with software or a template. Get a custom-written business plan backed by 20 years of experience and a 95% funding success rate.
A BUSINESS PLAN WRITER
A BUSINESS PLAN WRITER
My name is Paul Morgan. I’ve owned restaurants, retail stores, and consulting firms. I understand the Canadian lending landscape because I’ve lived it. When you hire Plan2Profit, you aren’t buying a document, you’re hiring a partner to ensure your vision is bank-ready.
WHY CHOOSE PLAN2PROFIT
WHY CHOOSE PLAN2PROFIT
When we work together, I take the time to truly understand your business vision. From there, I create detailed financial forecasts which form the foundation of your business plan, because if the numbers don’t work, nothing else matters.
I include you in the process every step of the way. My goal isn’t just to help you get funded, it’s to make sure you’re prepared for business ownership with confidence and clarity.
Professional results require professional partnership. Every plan, every forecast, and every review is handled personally by our founder.
This is our white-glove, done-for-you business plan service that answers the question “How will I get funded?”
Get detailed financial modeling and narrative depth specifically designed to meet Canadian banking and investor standards based on decades of business experience.
This is our introductory business plan consulting service that answers the question “Should I do this?”
Get data-driven analysis to test your idea, including a look at your market, competitors and financial requirements. Perfect for founders who need clarity before they commit significant capital.
If you start with the Feasibility Roadmap and decide you need the full Lender-Ready Business Plan within 30 days, we will credit you towards the upgrade.
WHAT’S IN
WHAT’S IN
Lenders and investors read thousands of business plans each year. Their time is limited so you can’t afford to waste it with irrelevant facts and meaningless filler. This is why we develop a clear, concise business plan that consists of five key components.
Business Overview & Concept Summary
First 2-year Detailed Financial Forecast& 5-Year Financial Forecast Summary
Sales & Marketing Strategy
Ownership and Team Summary
Start-Up Costs Summary
Below are some of the industries that we have recently written business plans for.
Accounting & Bookkeeping
Tourism & Travel
Agriculture & Farming
Airport
Digital App
Arcade
Automotive
Brewery
Building Development
Cannabis
Catering
Cleaning
Construction
Contracting
Cryptocurrency
Consulting
Day Care
Drone
Education
Employment
Event Center
Film Production
Fitness & Gym
Garbage
Greenhouse
Health & Wellness
Home Inspection
Home Stager
Human Resources
Immigration
Import
Insurance
Legal
Life Coach
Logistics
Magazine
Marketing
Marina
Oil & Gas
Online
Pet Service
Photography
Playground
POS System
Printing
Property Management
Real Estate
Rehabilitation
Rental
Resorts & Hotels
Retail
Restaurant
Retirement
Salon & Spa
Security
Shipping
Software
Sports & Recreational
Student
Tattoo
Transportation
Waste Disposal
Winery
STEP 1
You have a brilliant idea that you want to transform into a viable business operation. But where do you start? What makes your idea different? How do you make money? What are product and labor costs going to be? Who are your customers? What is your pricing strategy? What you need is a business plan. And for that, you have come to the right place!
STEP 2
You work with us and we will help you develop your idea into a sustainable business concept. During discovery, it is our job to clearly understand your concept so that we can prepare comprehensive and pinpoint accurate financial projections. We will also use this time, to challenge your assumptions, propose new ideas and answer questions. Once the concept is clear, we begin creating your plan.
STEP 3
We build you a detailed two-year financial forecast, including projected sales, revenues, costs, expenses and expected earnings. We also include a 5-year summary projection. We then identify your start-up costs. We build your financial forecast with your involvement; so you know exactly where each and every number comes from and can explain it to a lender. Our plans are deliberately weighted heavily on the financial forecasting side because this is exactly what Banks, Lenders, Investors, VCs, and Angels are looking for.
STEP 4
In this stage, we start writing the plan and again involve you. We include an overview of the marketplace and your business. We detail what makes your business different from your competition. We outline your sales and marketing strategies. We also explain how the business will be managed and include your roster of strategic partners. But most importantly, we will be clear, concise and to the point. We know that no one has the time or patience to read any more; so we give them only what they want and need.
STEP 5
We format your plan to make it appealing, simple to follow and easy to read. Your readers will thank you. We also prepare you to “defend” your plan by going over it with you in detail. Although you have been involved throughout the process, we coach you on how to present your plan in the most effective manner.
How much does a business plan cost?
This is the first question on everyone’s mind. We do not have set prices for our business plan services and for good reason. Any business plan writer who presents you with a fixed price, or price per page, has set a cap on the amount of time and resources they’re willing to give you. This is not right. We will work with you and provide a competitive quote based on your unique needs. Any other pricing model is taking advantage of you. You should never have to pay for the weight of a plan or for a set number of hours that other “business plan writers” have predetermined to give you.
Do your business plans meet bank requirements?
Absolutely. In fact, banks love our plans and so refer clients to us. We are always working with banks to make sure that we give them what they want and need. You win because of it.
Do your business plans meet requirements for goverment grants/SBL’s?
We develop a plan that is “bank ready”. We can also write your plans to meet the specialized requirements of specific lending institutions. For a grant, they’ll have a few specialized requirements and you can forward us that information.
Can I pitch your business plan to an investor?
Yes. We will even help you prepare to meet with an investor. This is what we call Lender Training and Pitch Preparation.
Do you offer business plan consulting, or just writing?
Both. Writing the plan is only part of what we do. Before a word is written, we work with you as a consultant to test your assumptions, challenge your numbers, and make sure the business model actually makes sense. Many clients come to us just for this consulting piece through our Feasibility Roadmap, without moving forward with a full written plan. If you already have a solid concept and just need the document built, we can move straight to writing. Either way, you’re working directly with the same person from start to finish.
Is my information kept confidential?
Absolutely. We take privacy very seriously. Your business and any details that we discuss are kept strictly confidential and can be protected by NDA.
How long does it take to get a fully finished business plan – from start to finish?
On average, our business plan service can take 7 to 10 days to complete. We do the heavy lifting but will require your valued input throughout. It is your business.
How do I receive my plan? Can I edit it later? Can I call you if I need help?
You receive a completed business plan in Word and as a PDF. You also receive all the supporting documents and spreadsheets so you can edit as you see fit going forward. And, we will always be available if you need us. We are partners from this day forth.
What happens if my business model changes before I present it?
If your business model changes then we can change the structure of your plan. Our job as a business plan writer is to get you funded and that means we will go the extra mile. We have reworked many plans because the entrepreneur changes his or her mind midstream based on our findings.
Can you help me after I get my loan and want to proceed to start my business?
Of course. Since we are all business owners ourselves, we can help you set up your business and make sure that you do it “right”. We have strategic partners with expertise in marketing, sales, operations, bookkeeping, human resources, essentially everything you’ll need to run a successful business.
Will you help me identify my start-up costs?
Of course! The financial forecast piece is our specialty. We work with you to clearly itemize all of your pre-opening costs, from completing capital improvements to buying equipment and from marketing your start-up to making deposits for rent and utilities and much more.
What success rate do you have for people getting funded?
Around 95% at last count. We are getting better every month because we respond to lender market demands.
Who actually writes my plan?
Although we are a business plan writing company, you work with Paul. You talk with Paul. He completes your financial forecast and scripts the written part. He works “with” you so you are working together through the entire process.
Do you offer business plan templates?
No, because we do not believe in templates. Trying to shoehorn your unique business model into an all-in-one template is like trying to build a garage with the blueprints for a tractor. Every business is different and so every business plan should be different. If you have your plan built using a template, the reader/lender will easily recognize it.
What is a financial forecast and why do I really need one?
A financial forecast “proves” your concept and shows how your business generates profits. It is what lenders and investors look to first and it is what acts as your blueprint for your business success. We recommend a financial forecast when you have an idea for a business and want to see if it can be viable, sustainable and profitable.
Is there a business that you won’t write a plan for?
We have provided business plan writing services for over 20 years and there is just about nothing we haven’t seen or done.
You talk about the important of my team. Who do I need on my team?
Leders want to see that you are not “going it alone”. You will need a lawyer, accountant, business advisor, banker and it is also important to have a few mentors on your side. There is strength in numbers.
