Business Plan
Prepare a structured business plan with financial projections for funding or internal planning.
What's covered
- A structured business plan is the foundational document that articulates what a business does, how it will generate revenue, and the financial resources required to get there. It covers the business model, target market, competitive landscape, organisational structure, and multi-year financial projections.
- For a startup or growing business in India, a well-prepared plan is often a prerequisite for bank term loans, NBFC financing, and equity funding from investors or venture funds. Lenders and investors rely on the financial model to assess repayment capacity and return potential before committing capital.
- Beyond fund-raising, a business plan functions as an internal management tool. It codifies the founders' assumptions about pricing, customer acquisition, cost structure, and growth milestones — making strategic decisions more disciplined and measurable over time.
- A CA firm brings financial and tax expertise to the preparation process, ensuring that the projections reflect realistic cost structures including statutory obligations, and that the financial model is consistent with applicable accounting norms.
Benefits
- Funding-ready document structured to the expectations of banks, NBFCs, and institutional investors
- Financial projections — P&L, balance sheet, and cash-flow statement — prepared for three to five years
- Break-even analysis and unit economics modelled from real cost assumptions
- Sensitivity analysis showing how the business performs under conservative, base, and optimistic scenarios
- Clear articulation of the business model, market sizing, and competitive differentiation for investor presentations
- Statutory cost assumptions correctly incorporated into the financial model
How we work
- 01
Discovery and data collection
Understand the business model, target segment, existing revenue if any, and the purpose of the plan — bank loan, investor deck, or internal roadmap. Collect historical financials for established businesses or founder assumptions for new ventures.
- 02
Market and competitive analysis
Research the addressable market, customer segments, and key competitors to establish the context for revenue projections and pricing assumptions. Document the business's differentiation and go-to-market approach.
- 03
Financial model preparation
Build a multi-year financial model covering projected revenue, operating costs, statutory contributions, EBITDA, and net profit. Prepare the projected P&L, balance sheet, and cash-flow statement with break-even and sensitivity analysis.
- 04
Drafting, review, and delivery
Compile the narrative sections — executive summary, business description, market analysis, organisational plan — and attach the financial model. Review with the founders for accuracy, then deliver the final plan in the required format.
Frequently asked questions
Related calculators
Use these free tools for a quick estimate before your consultation.