The Business Plan Toolkit
Write a business plan and a financial forecast that a bank, grant body, or investor will take seriously.In 25 years of consulting, I’ve read and scored more business plans than I can count. The ones that get funded aren’t the ones with the cleverest idea — they’re the ones that answer a funder’s questions, in a funder’s order, backed by numbers that survive scrutiny. This toolkit is the system I use to get a founder there.Seven assets, sequenced so you build the numbers first and write the plan they support: One-Page Business Plan Template — clarify the nine fundamentals before you write Startup Financial Forecast (Excel) — a 12-month P&L, cash flow and three scenarios How to Complete the Forecast — a worked example you follow line by line Business Plan Template — the full structured plan, with guidance in every section Completing Your Business Plan Guide — how to write each section and what evaluators look for Business Plan Checklist (Excel) — scores your finished plan against the standard funders use Welcome & How-to-Use — your front door: what to open, in what order Who it’s for: founders and owners who need a credible written plan and defensible numbers — for a loan, a grant, an investor, or their own go/no-go decision.Who it’s not for: if you also need to validate the idea, model startup costs and run your first 90 days of trading, that’s the full Startup Operating System — this toolkit is the planning core on its own.Built from a UK reference base (Companies House, HMRC, Start Up Loans) but globally usable — the forecast switches currency from a single cell.25+ Years Experience | 2,000+ Businesses | £250M+ Secured | 90% Funding SuccessKurt Graver — Founder & Lead Consultant, SGI Consultants
Get it → sgibusinessacademy.gumroad.com