Loan Consulting

Business Plan Preparation

Professional Business Plan Preparation services by Tax Intelligence.

Overview

What is Business Plan Preparation?

Business Plan Preparation is the process of drafting a detailed written document that explains how a business will operate and grow. It includes the company’s goals, products or services, target market, operations model, staffing, and financial projections. A well-prepared business plan or project report acts as a roadmap for the business and helps founders, banks, and investors understand the potential of the venture.

Who Needs a Business Plan or Project Report?

A Business Plan or Project Report is needed by startups seeking seed funding, small businesses applying for bank loans, and companies looking for private equity or venture capital. It is also important for entrepreneurs setting up new ventures, businesses planning expansion, and firms that want to attract investors with a clear growth strategy.

Why is Business Plan Preparation Important?

• Clear Direction: It defines the company’s goals, strategies, and the roadmap to achieve them.

• Funding Support: Banks and investors require a detailed business plan or project report before approving funds.

• Risk Identification: It highlights potential risks and challenges so businesses can prepare in advance.

• Market Understanding: A business plan provides insights into competition, demand, and target customers.

• Financial Planning: It sets realistic revenue, expense, and profit projections to guide business decisions.

• Performance Tracking: A well-drafted plan allows businesses to measure growth against set objectives.

Why Tax Intelligence for Business Plan Preparation?

Tax Intelligence prepares professional and customized business plans that meet industry and banking standards. Our experts include detailed financial projections, industry analysis, and business strategies to make your plan investor-ready. With transparent pricing, timely delivery, and personalized support, we ensure your project report is accurate, reliable, and tailored to your business needs.

What Does Tax Intelligence Do for Business Plan Preparation?

We understand your business model, funding needs, and industry requirements in detail.

• Our team collects and verifies the necessary financial and operational information.

• We prepare a professional draft of your business plan with projections and analysis.

• We discuss the draft with you and make revisions to match your goals and investor needs.

• We deliver a final business plan or project report that is ready for banks or investors.

• Our experts ensure the plan complies with RBI, banking, and industry standards.

• We provide end-to-end support at transparent pricing with timely delivery.

Documents Required

  •  Certificate of Incorporation or Business Registration Proof
  •  Memorandum of Association (MOA) and Articles of Association (AOA) (for companies)
  •  PAN Card of the Business / Promoters
  •  Aadhaar or valid Identity Proof of Promoters / Directors
  •  Address Proof of Promoters / Directors
  •  GST Registration Certificate (if applicable)
  •  Audited Financial Statements of the last 3 years (for existing businesses)
  •  Bank Statements of the last 6–12 months
  •  Income Tax Returns of Promoters / Business (last 2–3 years)
  •  Projected Financial Statements (Balance Sheet, P&L, Cash Flow)
  •  Detailed Project Cost Estimates with supporting quotations
  •  Ownership / Lease Documents of Business Premises or Project Land
Loan Consulting

Loan Consulting Registration Form

On Call Consulting Fees Applicable

Choose What's Right For You

Transparent Pricing Packages

No hidden fees. No surprises. Pick the tier that best fits your business needs.

Essential

₹ 40,000/-

+ Govt Fees

  • • Business plan preparation upto INR 25 Lakh of funding
  • • Two iterations to queries

Enhanced

₹ 80,000/-

+ Govt Fees

  • • Business plan preparation up to INR 2 Crore of funding
  • • Two iterations to queries

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