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Business plans: Written once, kept current

Most business plans are written once, for somebody else, and never opened again. A plan worth having is the one you actually run the business against.

What Kelsi does

• Works out whether you need a plan for a lender, for yourself, or both — they are different documents
• Asks the questions about your numbers before a lender does
• Sits with the sections you cannot get out of your head and gets them onto the page

What Bizer does about it

• Drafts each section with you and keeps it in one place you can come back to
• Holds the plan beside the real figures, so the plan and the business can be compared
• Prints a version to hand a lender when you need one

How the work goes

1. Say what the business does and who buys
2. Work through the money: pricing, break-even, what it costs to run
3. Write it section by section
4. Keep it current as the business moves

Where Kelsi works

Kelsi Guidry covers Terrebonne, Lafourche and Assumption, working outward from Houma, LA.

Talk to Kelsi

Kelsi Guidry is your Bizer advisor in Houma, LA. The first conversation is free. Get in touch.