Answer a structured intake questionnaire about your business — optionally attach your financial statements — and receive a complete Business Plan & Strategic Review written for your company: a 22-section document covering your plan, finances and projections, marketing, operations, corporate considerations and a concrete 90-day action plan, delivered as a branded PDF you can keep, share with your banker, or work from.
Works across Canada and the United States — tax, regulatory and market guidance is written for your business's own province or state.
Works like a seasoned management and financial consultant: it reads your intake and your statements, assesses where the business stands, and writes a thorough, specific advisory document — honest about weaknesses, concrete about what to do next, and prioritized from quick wins to long-term strategy.
Under ten minutes. The report is long and detailed — the equivalent of a multi-week consulting engagement's written deliverable — and it's written on the spot after payment.
Your most recent income statement and balance sheet — PDF is best, clear photos or scans work too, up to 6 files × 25 MB. With statements attached, the financial snapshot and projections are read from your real figures; without them, the report works from the numbers you type in.
Every review follows the same clean, branded structure — cover and contents first, then the full 22-section plan across business strategy, finances and corporate considerations, ending with the consultant's conclusion. Here's a complete example so you know exactly what you'll receive.
View full sample report →If we can't produce a usable report from your answers, you're not charged for it — and if something clearly went wrong with a completed report, contact us within 7 days and we'll make it right or refund the report. Because each report is generated on demand specifically for your business, completed reports are otherwise non-refundable.
You'll create an account, complete the intake, review, then pay securely. USD $179.00 per report.