Lite Investor-Ready Business Plans: Clear, Concise, Credible

Are you looking to attract investors or lenders—but don’t need a 50-page document to do it?

At LM Financial Solutions and Bookkeeping, we offer Lite Investor-Ready Business Plans — streamlined, professional plans designed to communicate the essentials clearly and confidently.

Perfect for startups, early-stage businesses, or small operators looking to raise funds, apply for finance, or pitch a new venture.

What is a Lite Investor-Ready Business Plan?

Our Lite Business Plans are concise, data-driven documents that include all the key components investors or banks need to evaluate your business opportunity—without the fluff.

They’re designed for clients who want a fast, effective way to present their business case, especially when time or budget is limited.

Each plan includes:

  • Executive summary

  • Business overview & structure

  • Market snapshot & competitive positioning

  • Revenue model

  • High-level marketing & operational strategy

  • Financial forecasts (P&L, cash flow, break-even)

  • Startup or funding requirements

  • Return on investment (ROI) overview

Need something more in-depth later? We can build on this foundation as your business grows.

Why a Lite Business Plan Might Be The Perfect Fit

Pitch-Ready, Fast
Whether you're speaking to a potential investor, applying for a small business loan, or entering a grant program—you’ll have a polished, professional plan ready to go.

Focus on What Matters
No jargon, no filler—just the key information decision-makers are looking for.

Financials You Can Trust
As bookkeeping and fractional CFO experts, we ensure your numbers are solid, realistic, and investor-ready.

Ideal for Startups or Side Hustles
Launching something new or testing a concept? A lite business plan is the smart, cost-effective first step.

Grow Into It
As your business evolves, we can expand your plan into a full investor deck or comprehensive business strategy.

How LM Solutions Helps You Stand Out

Your business plan is more than just a document—it’s a reflection of your vision and credibility. With our finance-first approach, you get a plan that’s not just attractive on paper, but financially sound and strategically aligned.

Here’s how we support you:

  • Tailored financial forecasts based on real-world assumptions

  • Professional formatting & clear messaging

  • Strategic guidance from a fractional CFO perspective

  • Support for pitch prep and responding to investor questions

  • Integration with your existing bookkeeping and reporting

Whether you’re applying for a loan, seeking investors, or entering a startup competition—our Lite Investor-Ready Business Plans give you a solid, strategic edge

Let’s turn your concept into a clear, compelling plan that speaks to investors and lenders. At LM Financial Solutions and Bookkeeping, we’ll help you back your vision with the numbers and strategy that matter.

Get in touch today to create your Lite Investor-Ready Business Plan.