Plans That Open Doors to Capital.
Professional business plans and funding strategies that lenders and investors trust.
Whether you're seeking a bank loan, government grant, investor capital or a line of credit, a credible, professionally prepared business plan is the single most important document in your raise. Our senior CPAs build rigorous, data-backed business plans and funding packages designed to withstand scrutiny and accelerate approvals.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Advisory
Every engagement, considered.
The core of what's included when you engage PAG for business plans & funding support.
Executive summary and full business plan preparation
Financial projections, cash flow models and break-even analysis
Loan-ready packages for banks, BDC and credit unions
Investor-ready decks with supporting financial schedules
Government grant and SBLA application support
SR&ED and tax incentive integration within funding strategy
Ongoing revision and support through the funding process
A clean, calm process.
Discovery & Scoping
We meet to understand your business model, funding target, lender or investor type, and timeline — so we build the right document for the right audience.
Plan & Model Build
Our team prepares the full business plan narrative alongside detailed financial models — income statements, balance sheets, cash flow forecasts and scenario analysis.
Submit & Iterate
We present the package, incorporate your feedback, and stay by your side through lender or investor questions, follow-up requests and approvals.
More from our Advisory practice
Business Advisory
Strategic counsel for owner-operators.
Learn moreVirtual CFO Services
Strategic finance leadership without the full-time hire.
Learn moreForecasting & Budgeting
Budgets, forecasts and rolling cash plans.
Learn moreCash Flow & Profitability Analysis
Diagnose leaks, surface margin, fund growth.
Learn more