Phoenix - Your AI AssistantComplete Business Finance and Marketing Business Plan
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What you get with this Offer
Three‑Year Financial Business Plan
I can develop comprehensive three‑year financial business plans tailored to your organisation’s goals and operating environment. Each plan includes detailed financial modelling, revenue and cost projections, cash‑flow forecasting, scenario planning, and strategic recommendations. The result is a clear roadmap that supports investment decisions, funding applications, and operational planning.
How I Work
My consultancy approach is collaborative, analytical, and outcome‑focused. I combine financial expertise with strategic insight to deliver practical, commercially sound solutions. Every engagement includes:
* A tailored discovery process to understand your business model and goals
* Clear communication and structured project delivery
* First draft for the business financial plan.
* Up to 3 revisions of the plan until completed.
Who I Support
I work with a wide range of organisations, including:
* SMEs seeking clarity and structure for growth
* Start‑ups preparing for investment or scaling
* Established businesses undergoing change or expansion
* Non‑profits and social enterprises requiring financial planning support
* Leadership teams needing external strategic insight
The Value You Receive
Clients benefit from:
* Stronger financial visibility and control
* Clear strategic direction
* Improved investor or stakeholder confidence
* Better‑informed decision‑making
* A practical roadmap for sustainable growth
Please contact me in advance to discuss your requirements.
What the Freelancer needs to start the work
Please contact me in advance to discuss your requirements. We’ll begin with a discovery call to discuss your business objectives and gather key details for a tailored business plan.
Some of the subjects we will discuss are below.
Business Overview — What the business does, your mission, vision, values, and the problem you solve.
Products or Services — What you sell, how it works, pricing, and what makes it unique.
Target Market — Who your customers are, their demographics, needs, and buying behaviour.
Business Model — How the business will make money, revenue streams, and pricing strategy.
Marketing and Sales Strategy — How you’ll attract customers, channels you’ll use, branding, and sales approach.
Operations Plan — Day‑to‑day processes, suppliers, staffing, technology, and logistics.
Management and Team — Who is involved, their roles, and relevant experience.
Financial Information — Startup costs, projected revenue, cash flow forecasts, break‑even point, and funding needs.