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Our Process


A timeline that works right for you

You, your business, and your audience are unique. Our step-by-step process is flexible, efficient, and most importantly, effective.

Masterplans Step-by-Step Process
Kickoff & Discovery

A Solid Foundation

Your business plan engagement will begin with a one-on-one discovery interview with your team lead, during which we will ask the right questions to to ensure the project's success. Then, our research and financial team will begin preliminary research for your company and market, contacting you with questions as they arise.

Our process starts with one-on-one discovery meetings
Business Plan Development

Preparing a First Draft

Using the best market research tools, we'll conduct the in-depth research required to understand your market, industry, and competitors. Following that, we'll create a detailed financial model illustrating your funding requirements, as well as a actionable five-year pro forma based on assumptions that are reasonable and realistic given your specific business model. Finally, we'll weave it all together into a narrative rich in technical detail.

We do the research, financials, and write the narrative
Refinement & Design

The Finishing Touch

After delivering a thorough first draft of your business plan, our team will collaborate with you to make revisions based on the feedback you provide. When you approve your plan, we will deliver it to you in a clean, fully-editable format that you can use for years to come.

Collaborate with our team through the revision process for a professional & editable business plan

Supporting your growth every step of the way

Our development teams are only a phone call away, so you can focus on leading your organization without limits. 

3.5 Weeks

Average Project Timeline

Voted #1

The Only Inc. 500 Planning Company

2 Hour

Average Workday Response Time

5 Stars. Top Rated Firm

An award-winning firm. Loved by clients. 

Based on 18,000+ client plans created

Deliver your best with

Free 30-Minute Consultation 

Schedule a 30-minute meeting so we can better understand your business, advise you on next steps, or develop a scope-of-work.