We CREATE AWARD WINNING Financial PLANS

We would be happy to review your previous financial plan (draft) without obligation and give you feedback free of charge! We will gladly agree on a confidentiality agreement in advance.

The purpose of a financial plan is to clearly show how a company can afford to achieve its strategic goals and objectives. The financial plan describes each of the activities, resources, equipment and materials needed to achieve these goals and shows them plausibly in the time frame.

The research and preparation of a financial plan can take between one month and one year, depending on the complexity of your business idea, your finances and whether all the required information is already available. In principle, banks and investors expect the financial plan to be prepared for the first three years.

Thanks to our structured process, we can provide you with the first draft after just 1-2 weeks. We then incorporate your feedback and finalise the financial plan. 

Regional and national funding is available for the preparation of a financial plan. The Federal Office of Economics and Export Control provides national funding of up to €3,200 for the preparation of a financial plan.

Feel free to call us for more information on the individual subsidies.

An individual, professional financial plan starts at €1,000 and can quickly become much more expensive for large projects. The final price is determined by factors such as the target group of the financial plan, the business idea, the scope and the level of detail of the financial plan.

In any case, the external preparation of a financial plan should be combined with free funding.

The 3 main purposes of a financial plan are 1) to obtain funding 2) to manage liquidity and 3) to accurately determine capital requirements.

Our award-winning financial plans are always customised to the purpose. A large proportion of our clients use our financial plans to apply for a bank or KfW loan or to convince investors. 

The 3 most important reasons to have a financial plan written are 1) expertise 2) time saving and 3) objectivity.

1. There is often only one chance to win financing. Here it is important to lay the right foundation with the expertise of experts. A financial plan must clearly present all the necessary information and show the connection to a profitable development.

2. If the preparation of a financial plan is not routine, it can take up a lot of time. This can be invested much more valuably in the development of the business.

3. The business concept is analysed and presented from an external and neutral point of view. This ensures that banks and investors can also understand the financial plan.

A financial plan forms the financial roadmap for the company and presents the profitable development. A three-year financial plan is usually mandatory for applying for bank or KfW loans, for attracting investors such as business angels and VCs, and for state funding such as the IBB Gründungsbonus.

A financial plan is at least divided into the following items:

• Profit and loss account
• Liquidity plan
• Overhead budget
• Sales plan
• Financing plan

From the restaurant next door to the fintech or hardware start-up to large companies and banks: we write cross-sector, international financial plans in different languages.

For example, we won 3 awards at the BWP Business Plan Competition with our business and financial plans together with the startup heatle and secured a banking licence for a fintech in America.