The useful business plan is the one a banker, investor or board member finishes reading. Most plans are too long, too ambitious and too defensive at the same time. We write plans that earn the second meeting, with a real operating spine underneath.
When clients come to us
When a founder is preparing to approach a bank or investor and an existing plan is not landing. When a management team is preparing a board approval for a new line of business and needs a structured case. When an Estonian or Turkish business is approaching a development finance institution and needs a plan in the format the institution actually reads. Often when an earlier plan has been written internally and the team wants an external rebuild.
How we work
A senior advisor sits with the founder or management team to define what the plan must do and who must read it. From there we build the plan from the operating model and the unit economics upward, write the narrative for a sceptical reader, and review it with the team before it goes out. The financial model is built alongside, not bolted on.
What we deliver
- Structured business plan written for the reader
- Underlying financial model with sensitivities
- Market and competitive read
- Operating model and capability map
- Risk and mitigation section
- Optional in-room presentation rehearsal
Typical engagement
A business plan engagement runs four to eight weeks. On our side, a senior advisor leads with one analyst. On the client side, the founder or CEO is the principal counterpart, with the CFO involved on the model. The plan is delivered with full editable source files.
Why CGLA
The senior advisor writing the plan has sat on the other side of the table — as a banker, investor or board member — and writes accordingly. We do not write plans we would not personally take into a meeting. We work in English, Turkish or Estonian as required.
