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From Idea to Execution

We Help You Plan with Confidence

Business Planning Services

Launching or growing a business isn’t just about having a great idea

— it’s about having a solid plan. A well-crafted business plan is not only your roadmap to success, but also the key to winning investor trust, securing bank financing, and keeping your team aligned.

We specialize in helping entrepreneurs and owners translate their vision into a practical, credible, and actionable business plan.

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Tailor made

your brand

Startup Business Plans – Whether you’re pitching to investors, applying for immigration, or preparing to launch, we’ll help you build a strong foundation.

  1. Financing-Ready Proposals

    – We create professional business plans that meet the requirements of Canadian banks, government funding agencies, and angel investors.

  2. Immigration

    – Linked Plans (for PNP/Federal/Quebec Investor) – We’ve helped dozens of newcomer entrepreneurs complete business plans tailored to immigration needs.

  3. Strategic Growth Plans

    – For existing businesses looking to scale, raise capital, or pivot their model, we provide scenario-based forecasting and market analysis.

  4. Franchise & Retail Expansion Plans

    – We provide location analysis, operational budgeting, staffing plans and ROI forecasting.

  5. Succession & Exit Strategy

    – We help business owners think long-term and build a plan for sale, transition, or generational handover.

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What’s Included in Every Plan

  • A clear and concise overview that outlines your business idea and value proposition.

  • Research-based insights into your target industry, competitors, and customer demand.

  • How you plan to attract, retain, and grow your customer base effectively.

  • Identifies your unique advantage and how you’ll stand out in the market.

  • Details on daily operations, team structure, hiring plans and workflow design.

  • Projected income, expenses, and profitability to show your business's financial future.

  • Calculates how much revenue you need to cover costs, manage cash, and adapt to risks.

  • Extra details like permits, contracts, resumes, and charts that back up your plan.

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Why Clients Choose Us

  • experienced accountants

    — we build plans that work on paper and in real life.

  • We’ve helped clients secure loans, immigration approvals, and private investment using our business plans.

  • We understand how to align your goals with what banks, partners, or government agencies want to see.

  • trilingual support for clients who prefer 中文 business plans.

    We offer follow-up advisory after your plan is done

    — not just a one-time service.

Let’s Plan Your Next Move

Ready to turn your business idea into a working plan?


We offer 1-on-1 sessions, bilingual support, and practical strategies that help your plan succeed.