Strategic rationale
We clarify objectives, market, value proposition and execution priorities.
All services
Strategy and numbers to finance execution
Business Plans
We prepare business plans for established companies seeking to invest, grow, finance an acquisition, raise capital or reorganise their activities, linking strategy, operations and financial projections.
Discuss a transactionOur perspective
A credible business plan explains how strategy becomes results, capital requirements and the capacity to execute.
The challenge
The plan should inform the decision and withstand questions from lenders and investors.
A useful business plan is not a generic forecasting exercise. It must identify revenue and margin drivers, resources, risks, the investment timetable, cash requirements and funding sources.
Fenix Capital Partners builds the plan with management, tests assumptions and organises the information for its intended audience, whether a board, bank, fund, investor or incentives managing authority.
Integrated model
We link operating assumptions to profit and loss, balance sheet, cash flow and capital requirements.
Credibility
We test scenarios and present a coherent, documented narrative tailored to the decision-maker.
How we can help
From initial assessment to completion.
- ✓Business plan for investment and expansion
- ✓Plan for bank or alternative financing
- ✓Plan for capital raising and investor entry
- ✓Modelling of acquisitions or new business units
- ✓Financial plan for incentive applications
Our process
A structured approach with direct involvement.
Thesis
We define the objective, audience and key strategic and operating assumptions.
Model
We build integrated projections, capital requirements, sensitivities and scenarios.
Presentation
We organise the plan and support its discussion with lenders, investors or public bodies.
Mandate and deliverables
Practical work to move the decision forward.
The scope is tailored to the transaction, the stage of the process and the needs of management or shareholders.
- 01
Assessment and definition of objectives
- 02
Market analysis and operating assumptions
- 03
Integrated financial projections and cash flow
- 04
Investment requirements and financing plan
- 05
Executive document and materials for banks or investors
When to talk to us
Where we add value.
Preparing to decide
Answers to help you move forward with clarity.
What should a business plan include?
It should explain the objective, market, business model, commercial and operating plan, team, investment and key risks. Forecasts should integrate profit and loss, balance sheet and cash flow, showing capital needs, funding sources and execution capability.
Can a business plan support a financing request?
Yes, provided it is tailored to the lender's decision. It should demonstrate use of funds, shareholder contribution, cash generation, repayment capacity and resilience under less favourable scenarios, supported by historical information and verifiable assumptions.
How long does it take to prepare a business plan?
Timing depends on complexity, information availability and the number of scenarios. The timetable is agreed after the initial assessment and covers information gathering, modelling, validation with management and preparation of final materials.