About US
About US
Smart Financial
We are one of the leading business plan writing and consulting firms in Canada. We work with entrepreneurs, startups and small businesses across all sectors and industries to bring their ideas to life by creating detailed business plans suitable for investors. Our team of experienced business advisors has a proven track record of helping entrepreneurs in over 100 industries.
We’re helping businesses unlock their full potential with Smart Financial options desinged exclusively for them.
“Smart Financial's business plan helped me get $350K of government money in less than 4 weeks.” - Thomas Scholes
Our Approach
Our experienced team of business, marketing, accounting and writing professionals will take the time to get to know you and your business. To ensure we fully understand your business goals and aspirations, we offer a free initial consultation. If we feel that your business does not have a sufficient chance of success, we will let you know.
It is important that your investors understand your goals and how you intend to achieve them as well as you do. When it comes to presenting your ideas to the outside world, a professional, well-structured and detailed business plan is often the difference between a fruitful outcome and a harsh rejection. We make it easy for our clients to create the plan by identifying the key components of your venture and ensuring they are concisely communicated to your audience.
Let us take the administrative work out of it for you, using our years of experience in commercial and creative writing to create a document that presents your business in the best possible light.
Happy Customers
Years in Business
Unique Industries
What we do for you
Business Plans
If you need a business plan but do not know where to start, we can help. Some people have a great business idea but do not take it forward because they lack the experience to turn their concept into a formal business plan. With our expertise, you can accelerate your ideas and turn your business vision into reality.
Canadian Small Business Financing Loans
The Canada Small Business Financing Program (CSBFP) makes it easier for small businesses to get loans from financial institutions by sharing the risk with lenders. In the last 10 years, small businesses have received over 56,000 loans totalling $10 billion.
Business Grants: SR&ED
The Scientific Research and Experimental Development (SR&ED) Program uses tax incentives to encourage Canadian businesses of all sizes and in all sectors to conduct research and development (R&D) in Canada. These tax incentives come in three forms: an income tax deduction, an investment tax credit (ITC), and, in certain circumstances, a refund.
Invoice Factoring
Invoice factoring is a financing solution in which a business sells its outstanding receivables to a factoring company and receives immediate cash in return. Instead of waiting for customers to pay, factoring gives you instant working capital so you can pay bills, make payroll, cover daily operating expenses, and grow your business effortlessly.
Sell Your Business
We take a very detailed and analytical approach to ensure our sellers find the right buyers for their businesses. We use a proven process that properly values your business and gets it sold as quickly as possible. Although our process is very detailed, it consists of four major components.
Find and Investor
We know that raising capital, choosing the best funding option, and finding committed investors can be a big challenge when you are starting or growing a business.
Commercial Mortgages
Our products are designed specifically for you. We offer customized commercial mortgage solutions based on the needs of the individual developer or property owner. We understand that every business has unique needs, and we have the products and services to help you succeed.
Why Us?
Our team of business professionals has over 100 years of combined experience in business planning, business financing and government grants/loans so we know a thing or two about helping small businesses!
Ultimately you want money or investment, but bankers and investors work their way through a multitude of business plans every week – how will yours stand out from the crowd? A good business plan simply needs good content and cold, hard facts. That’s what we focus on, making it quick and easy for investors to see and understand the key points of your business strategy.
We combine our experience in financial services, business consulting and market research to create a compelling business plan for you. Our comprehensive, professional business plan writing service allows you to focus on the essentials of your business while we raise the investment you need. We are here to make you money, not take your money, proving that we are a company that cares about your success.
Lenders we work with
Play it smart: save time and get approved
