An image depicting an advisor meeting with a client for our how to write a business plan for financing ebook on RK Fischer & Associates website.

How To Write a Business Plan for Financing


Our New E-book

We have developed a 150 Page E-book that provides a step-by-step guide on creating a business plan to help you obtain financing, whether lending or for investment, and includes:

  •  An upfront summary of what a business plan for financing requires in order to obtain financing

  • Expectations of Lenders, Investors, and Grant Providers

  • Step by Step instructions and information requirements for each section of the plan

  • A sample company with examples and actual templates for you to use in your plan

  • A detailed glossary of terms used throughout includes metrics and ratios with calculations and examples.

  • Requirements for start-ups versus existing businesses with historical data

Our focus is on developing business plans for financing for those businesses that require at least 250K in financing. Unfortunately, whether you need 30K or $1M, the effort is the same, and many small business owners do not have the funds to pay for that level of a business plan that a lender or investor requires.

We also are providing a 15% discount coupon for one of the following business plan services.

  • Advisory Services - 1-hour phone or 2-hour online service to get help or advice about your plan.​

  • Business Plan Assessment -  a consulting engagement where we review your written plan and provide a detailed document outlining areas of improvement to achieve financing.

  • Financial Model - our partner, a CPA, will develop a 5-year financial model used to create five years of projected financials, which are then used in the business plan. This is our differentiator from other firms that develop business plans. 

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