Envisionable's success consultants are experts at business plans and developing financial models.

We Can Create A Financial Model For Your Business

A financial model is a tool which is used to raise capital and predict the future results of your business based on various assumptions around income and expenses.

We can help by creating:
  • A 5 year detailed financial model (and 1 year budget), complete with P&L, Balance Sheet and Cash Flow Statement which give the ability to project:
    • Revenue - help projecting sales bookings and the associated cash impact
    • Costs of Good Sold by Product Line - which products are the most profitable? What can we do to change that?
    • Operational Expenses - is our overhead too high? Where can we improve profit?
    • Headcount - can I hire someone? How much can I afford to pay them?
    • CapEx - how will the purchase of fixed assets affect my cashflow?
    • Where do we want to be in 5 years financially? Is it realistic?
  • A 13 week Cash Flow analysis - how much cash will I have over the next 13 weeks based on the current inputs and outputs of the business?
  • Monthly updates of the model with actuals allowing you to project where you will be by year end.
  • Recommendations on how to properly account for various items in their accounting systems (Quickbooks & Xero) - we will work with your CPA to dial this in.
  • A clear view into how the business is doing financially each month.
  • Ensure your financial plan takes into account your top 3-5 goals.
Whether you are a start-up, more established company or seeking a loan, a financial model is an essential tool for running your business.

Good models are flexible and easy to update.

We will create a financial model for you that YOU CAN USE to operate your business, giving you insight into the future and helping you to make more informed decisions.

We Can Help Write A Business Plan That Gets Results

A business plan is a tool which is used to raise capital and map out how your are going to execute on your business model.

Our business plans typically contain the following sections (but can be customized to fit your needs):
  • Executive Summary
  • Problem you are solving
  • Market opportunity
  • Your Solution
  • Go to market strategy
  • Competition
  • Financials (see the financial model section above)
  • 12 month roadmap (milestones you plan to complete over the next 12 months
  • Team
We've helped businesses like yours raise millions by presenting a realistic plan.

Whether you are a start-up, more established company or seeking a loan, a business plan is an essential tool for running your business and executing on your vision.