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Charting Success with
Customized Strategy and Insight

Business Plan Services at HALO Advisory are your strategic partner in sculpting the future of your business. We understand that a robust business plan is more than just a document—it’s a roadmap that navigates your business to success, crucial for financing and strategic planning at every stage of your business lifecycle.

Financial Projections

A cornerstone of any business plan, our financial projections service translates your vision into numbers. Whether you're facing a pivotal business event or pitching to the bank, we ensure that your financial narrative is compelling, clear, and compliant with lending requirements. With HALO Business Advisory's expertise, your financials will not just meet expectations—they'll exceed them.

Business Plan Lite

Perfect for businesses on the brink of expansion or acquisition, this service distills your business's essence and growth plans into a concise, compelling format, ideal for financing applications. We accelerate your journey from application to decision, ensuring your business doesn't just spin its wheels but drives forward.

Business Plan Full

This comprehensive service is tailored for startups to mid-market companies at any point in their journey, from initiation to strategic overhaul. Our seasoned team brings a wealth of experience in loan origination, adjudication, and underwriting to craft professional business plans and financing proposals that resonate with lenders.

Begin crafting your business’s blueprint for success—contact HALO Business Advisory today.

“The Halo team (Connie, Anna, Stephen) was excellent in helping me build a solid business plan and secure a funding for a business I am starting up. The whole Halo team is very professional and the process was seamless. Securing funds have always been one of my main concerns with starting a business but Halo makes it really easy.

I can't say enough good things about this team and I will work with them again if/when the time comes to expand my business. 100% highly recommended.”

– Ed M.

Frequently Asked Questions

Our business plans are designed to assist you in obtaining a range of financing options. They are particularly tailored for Canada Small Business Financing Loans (CSBFL) and U.S. Small Business Administration (SBA) loans, alongside other financial avenues such as traditional bank loans, commercial mortgages, and investor capital.

We have an in-depth understanding of the criteria for both CSBFL and SBA loans. Our business plans are meticulously crafted to meet these specific requirements, ensuring that you have the best chance of securing the financing you need.

Absolutely. While they are optimized for loan acquisition, our business plans are comprehensive documents that can also be used for strategic planning, investor presentations, partnership discussions, and business sales or acquisitions.

Yes, our business plans are fully compliant with the guidelines of the CSBFL and SBA. We stay updated on the latest requirements to ensure that our plans meet all the necessary criteria for these loan programs.

Our financial projections are highly detailed and include all the necessary components such as income statements, cash flow forecasts, and balance sheets. They provide a clear picture of your business’s financial potential and are essential for loan adjudicators.

Our qualifications come from over 75 years of combined experience in commercial banking and a proven track record with successful loan acquisitions in both Canada and the U.S. This expertise gives us the edge in structuring business plans that meet the high standards of CSBFL and SBA loans.

Lenders require a business plan to understand your business model, market analysis, and financial viability. A tailored plan demonstrates a strategic approach and preparedness to use the loan effectively for business growth.

You’ll need to provide details about your business concept, products or services, market analysis, management team, and financial information. The more comprehensive your information, the more tailored and effective your business plan will be.

Reach out to us to schedule an initial consultation. We'll discuss your business objectives, gather the necessary information, and guide you through our streamlined process for business plan creation.

Yes, we also offer business loan consulting, which is a separate service to help guide you through the loan application process, ensuring that you understand all the steps and requirements to secure your financing.