A business plan and budget are crucial tools for any entrepreneur. The business plan defines the vision, goals, and actions required to achieve the intended economic results. Meanwhile, the budget precisely outlines the financial plan, including costs, revenues, profitability indicators, and cash flows. Developing these documents is essential for making informed investment decisions.

Entrusting the development of business plans and budgets to an experienced expert working in accordance with the highest standards of professional integrity will provide you with comprehensive documentation on which important business and investment decisions will be based. An impartial and neutral expert perspective is crucial for their proper preparation. An expert preparing documentation that forms the basis for business decisions must not have any vested interest in the final agreement of its content or in conducting transactions. Therefore, in our collaboration for the development of business plans and budgets, we apply a flat fee that is not dependent on the final content of the investment decision made based on the documents we prepare.

The entire process of preparing a business plan and budget involves the following stages:

  • Initial analysis: I begin with a thorough analysis of your business, market, competition, and goals. This allows me to understand the context and challenges you are facing.

  • Personalized business plan: I create a comprehensive business plan that, in its broadest scope, includes vision, strategy, SWOT analysis, marketing plan, and organizational plan. Partial approaches are also possible, focusing on selected parts of the business plan.

  • Realistic budget: I develop a realistic budget that precisely takes into account costs, investments, revenues, and expenditures.

  • Support and adjustment: Our collaboration doesn’t end with the creation of documents. I, along with the team, am available to adapt plans to the changes you anticipate, answer questions, and provide expert advice.

Upon request from the courts, I also prepare expert opinions regarding the correctness of the preparation of business plans and budgets, as well as the assumptions adopted in them.