Sample business plans, forecasts and reports
Complete documents for fictional businesses, for illustrative purposes, with every page included, so you can see exactly what you would receive. The market data in them is real and sourced.
Home care company, Sutton
A £250k loan for a second branch, read the way a lender will: yes, with a smaller facility. 64 pages · PDF 1.0 MB
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Food wholesaler, Croydon
The records checked before a refinancing: the monthly accounts overstated the year end by 12%. 76 pages · PDF 1.2 MB
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Electrical contractor, Woking
Overdraft increase from £35k to £60k, with two actions that cut the peak. 12 pages · PDF 789 KB
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Skin clinic, Guildford
Treatment room start-up funded by a £25k Start Up Loan. 15 pages · PDF 367 KB
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Precision engineer, Crawley
An owner selling in two years, with one customer at 40% of sales: an indicative value range, not a formal valuation, and the plan. 19 pages · PDF 397 KB
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AV integrator and mount maker
Two companies, nine years of accounts: the analysis, due diligence on the records, a 36-month business cash flow forecast, a business plan, the lender's view and the sale readiness review. 107 pages · PDF 1.8 MB
Open the sample →Client work shown on this site. The samples above are fictional businesses, for illustrative purposes only. I publish a real client project only with the owner's explicit written permission, and only in the form they choose: in full, including information they gave me, or a version built only from publicly available information such as filed accounts. If a client says no, nothing is published.