BUSINESS PLAN - SERVICE OVERVIEW
An Investor-Ready Business Plan Built Around Your Actual Business.
Custom Engagement · 4–6 weeks
Who It Is For
- Founders raising equity capital
- Entrepreneurs pursuing bank or SBA financing
- Companies launching a new product or division
- Leadership teams needing a strategic growth roadmap
What Is Included
Business Foundation
- Executive summary
- Company overview
- Mission, vision and strategic objectives
- Product and service analysis
- Business and revenue model
- Value proposition
Market Intelligence
- Industry overview
- Market size and growth
- TAM, SAM and SOM
- Market trends
- Customer segmentation
- Buyer personas
- Competitive landscape
- Competitive positioning
- SWOT analysis
Operations and Growth
- Go-to-market strategy
- Sales and distribution strategy
- Operations plan
- Leadership and organizational structure
- Hiring roadmap
- Milestones
- Risk analysis and mitigation
- Implementation roadmap
Financial Model
- Revenue assumptions
- Startup and operating costs
- Three-to-five-year income statement
- Cash-flow forecast
- Balance-sheet projections, when applicable
- Break-even analysis
- Unit economics
- Funding requirements
- Use of funds
- Scenario analysis
- Editable financial model
Engagement Details
- Engagement Type
- Custom Engagement
- Typical timeline
- Approximately 4–6 weeks
- Payment structure
- 50% to begin, 50% on delivery
- Strategy meetings
- Weekly working sessions (4–6 total)
- Revision rounds
- Two rounds of revisions included
- Deliverables
- Investor-ready PDF, editable Word document, and Excel financial model
- Post-delivery support
- 30 days of follow-up support
Ready to build your business plan?
Schedule a complimentary 30-minute strategy call to determine whether Level One is the right partner for your business.
Discuss Your Business Plan