Financial plan & review for small business

Financial Plan & Review

We review your existing financial situation and provide a comprehensive assessment on strengths and areas for improvement. This includes industry comparisons so you can see how your companies matches to industry standards.

Service Summary

Comprehensive review of your company's financial situation. Our assessment is similar to financial reviews completed by banks. This includes a description and assessment under the following headings: stability, liquidity, cash flow, security/collateral, source and uses of cash, swing factor analysis, full financial statement projections and overall financial strength.

We help prepare your financial plan and guidance to meet requirements for loans.

General process

Telephone discussion and contract finalization
Customer payment
You send us your financial statements and/or plan
You receive our review after about two weeks. This report is about 20 pages in length.

Research

CreditSunrise has created a full financial projection program that we use to provide a comprehensive quantitative report. We use financial experts to assess the qualitative aspects of your business. This is similar to services we provide to banks.

Location

We service US and Canadian businesses.

Price

Comprehensive review : $1500 USD for US or Canadian based companies. This including a full assessment, modifications and strategic recommendations.

Other levels of support : Click here for a quote.

Payment methods

Secure payment through Visa. Click on the Buy it button for more details.

Check or money order. Payment is required prior to us commencing your review.

Make payable to "R.S. Strategies" or "CreditSunrise"

Timing

We are generally able to complete a review of your business plan within two weeks of receiving payment.

We can provide research and custom business plan creation (fees to be negotiated).