Business Planning & Financial Consulting -

Business Strategy & Planning

Clear vision, mission, and core values

Defined business model and unique value proposition

Short-term and long-term strategic goals

Market research and competitive analysis

Scalable business structure and legal entity setup

Product & Service Offering

Well-defined products or services

Competitive pricing strategy

Product-market fit validation

Strong supply chain and distribution channels

Financial Health & Readiness

Accurate financial statements (P&L, balance sheet, cash flow)

Positive cash flow or a clear path to profitability

Well-managed business expenses and cost control measures

Business tax compliance and reporting in place

Working capital and liquidity assessment

Budgeting & Forecasting

Annual budget covering all operational and growth costs

Revenue forecasting and financial projections

Break-even analysis to determine profitability timeline

Scenario planning for financial risks

Funding & Investment Readiness

Clear funding strategy (bootstrapping, loans, investors, grants)

Investor pitch deck or business plan ready

Creditworthiness and financing options explored

Debt vs. equity financing evaluation

Sales & Revenue Growth

Defined target audience and customer personas

Clear customer acquisition and retention strategies

Sales pipeline and conversion tracking

Recurring revenue models or upsell strategies

Risk Management & Compliance

Business insurance coverage (liability, property, etc.)

Legal contracts and agreements in place

Regulatory and industry compliance checks

Contingency planning for unexpected financial downturns

Technology & Financial Automation

Accounting software implemented (e.g., QuickBooks, Xero)

Payroll and tax automation systems in place

Customer relationship management (CRM) system for sales tracking

Data security and cybersecurity measures

Next Steps

Identify Gaps: Review your checklist responses to find areas needing improvement
Schedule a Consultation: Let’s create a solid business and financial growth plan
Implement & Scale: Work together to optimize operations and financial health.

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Business Planning & Financial Checklist