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Business plans and financial models

A plan the lender trusts, because the numbers come from the ledger.

Fixed fees by plan type, not by the hour. Standard turnaround is 10 business days; rush is 5.

Built on your live books

When you are a NEXACC client, your plan is built on your live books. The projections start from the actual ledger we close every month, so the numbers in the plan reconcile to the numbers in your statements. That is the whole difference between a plan a lender trusts and a spreadsheet a lender questions.

Business plans and financial models

Standard turnaround is 10 business days from the completed intake. Rush in 5 business days adds 25%.

Bank / SBA-ready plan

$1,950

For the owner who needs a lender to say yes. Formatted the way underwriters read.

  • SBA 7(a) / 504 formatting
  • Market and competitor section
  • Management section
  • Use of funds
  • 3-year three-statement model with an assumptions page
  • DSCR and break-even analysis
  • Editable Word and Excel files
  • One revision round
  • Lender Q&A support for 30 days

Investor plan + pitch deck

$3,900

For the founder raising from investors rather than borrowing from a bank.

  • Full written plan
  • Driver-based 5-year model with scenarios
  • Cap-table-ready use of funds
  • 12-slide pitch deck
  • Two revision rounds

Expansion plan

$2,900

For an operating business adding a location, a line, or an acquisition — decided from its own numbers.

  • Unit economics of the current business, built from its actual books
  • Pro-forma for the expansion
  • Capital plan
  • Staffing plan
  • Go / no-go thresholds

Franchise, non-profit and immigration plans (E-2 / L-1 / EB-5)

From $2,900

Quoted after the free review, because the reviewing body decides how much detail the plan must carry.

Financial model only

$1,200

The three-statement model and assumptions page, without the written plan.

Plan refresh (existing NEXACC plan)

$650

New year, new numbers, same plan — re-based on your current books.

Standard turnaround is 10 business days from the completed intake. Rush in 5 business days adds 25%.

What we will not promise

  • No legal advice

    We are accountants, not attorneys. Contracts, disputes and ownership arguments go to a licensed attorney — we will refer you to one.

  • No opinion audits

    We do not issue audit opinions on our own clients' financial statements.

  • No guaranteed outcomes

    No one can promise a loan approval, an investor cheque or a visa result. We prepare the strongest, most accurate file we can; the decision belongs to the lender, the investor or the government.

Start with the free 30-minute structure review.

Every engagement starts the same way: half an hour with an accountant who tells you what you should do, quotes a fixed fee, and leaves the decision with you.

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