You will get a Start Up Business Plan by a CFA with 25 Years Experience
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Top Rated
Project details
I write business plans that secure investor meetings and guide execution. I am a Chartered Financial Analyst with 25 years of experience and I have completed more than 1,000 plans. Each plan is built for lenders and investors, with a clear narrative, market sizing, target customer and go to market strategy, and a driver based financial model that links revenue, costs, staffing, and cash flow. I validate your assumptions, flag risks, and include a simple 12 month action plan so you know exactly what to do next. If you need it, I can add a professional valuation. My rate may be higher than others, but my experience means the work is finished in a fraction of the time, so your total cost is often similar with a stronger result.
Language
EnglishBusiness Type
StartupPlan Format
Google DocsPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$499
|
Standard
$999
|
Advanced
$1,499
|
|---|---|---|---|
| Delivery Time | 4 days | 4 days | 4 days |
Number of Revisions | 2 | 2 | 2 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | |||
Tailored Marketing Plan | - | ||
Review & Critique | - | ||
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$250 - $750
Pitch Deck
(+ 7 Days)
+$999Frequently asked questions
36 reviews
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PS
Puga S.
May 26, 2026
Employee Stock Options Expert Needed
Did a very good job, would hire again and would recommend to others also !!
JC
Julian C.
May 23, 2026
Fractional CFO for Manufacturing Company
William fully understood the task and was able to educate me along the process. He is an outstanding professional. Accomplished the task with minimal input from me.
LH
Leili H.
May 22, 2026
60 minute consultation
Thank you so much for your insights and support.
LH
Liam H.
Apr 22, 2026
60 minute consultation
LH
Liam H.
Apr 16, 2026
60 minute consultation
About William
25Yr CFA | Frac. CFO + Valuations + Decks + Modeling + Business Plans
100%
Job Success
Calgary, Canada - 7:10 am local time
When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox.
I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans.
WHAT I DELIVER:
Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals.
Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning.
Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies.
Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds.
Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance.
Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B.
Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table.
Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals.
SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis.
Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research.
Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting.
BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow.
My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.
Steps for completing your project
After purchasing the project, send requirements so William can start the project.
Delivery time starts when William receives requirements from you.
William works on your project following the steps below.
Revisions may occur after the delivery date.
Provide me what you have.
We will have a call to discuss. If you do not have a financial model or six year projects you will have to order a package that includes the financial modelling.