Write the Plan
Your Investor
Will Believe.
Most business plans fail the first serious meeting — not because the idea is weak, but because the financial assumptions, market analysis, and projections cannot withstand scrutiny from a buyer, funder, or acquisition committee. Achieve Corporation builds financial plans designed specifically for the transaction outcome you are targeting.
Mark Ross Roberts FMVA · CBCA | Olivia Lauren Hughes FMVA · CBCA | 30 Years UK M&A Book a Confidential Planning CallGeneric business planning documents are built to satisfy a lender's checklist. Transaction-ready plans are built to answer the specific questions a buyer, investor, or acquisition committee will ask. They are structurally different instruments — and most owners present the wrong one.
Most Business Plans Are Written for the Wrong Audience.
A business plan written for a bank application addresses cashflow, security, and repayment capacity. A plan presented to a strategic buyer must answer why this business is defensible, why its revenue is repeatable, and why its valuation is credible. A plan presented to an equity investor must demonstrate a clear return pathway and articulate the risks the investor will raise before you do. These are three different documents with three different structures. Most owners present one generic version to all three — and wonder why the meeting stalls before the numbers are even discussed. That is the problem Achieve Corporation was built to solve.
Which of These Is Your Current Situation?
Your Plan Wasn't Built for This Transaction
A plan produced for a bank, a grant application, or a board meeting serves a different purpose than one built for a sale, acquisition, or capital raise. When a sophisticated buyer or investor receives a generic planning document, they read it as a signal — not of a weak business, but of an owner who doesn't understand what the other side needs to evaluate. The meeting declines before the numbers are reviewed.
Your Forecasts Can't Be Interrogated
Revenue projections without a documented methodology, margin assumptions without comparable benchmarks, and growth rates without an identifiable driver are not projections — they are optimism presented in a spreadsheet. A buyer or investor will challenge every number in your plan within the first 20 minutes. If your assumptions cannot be sourced and defended, the entire valuation becomes negotiable on their terms, not yours.
You Haven't Addressed the Risks They'll Raise
Every buyer and investor arrives at a planning meeting with a mental list of risks specific to your sector, your size, and your transaction type. A plan that doesn't address those risks proactively forces the other party to raise them — which shifts the entire conversation from opportunity to doubt. Identifying and framing the risks on your terms, before they are raised, is one of the most effective negotiating positions available to any business owner.
A Plan Built to Withstand the First Serious Question.
The moment a buyer, investor, or acquisition committee asks a question your plan cannot answer, you have lost control of the conversation. Achieve Corporation builds planning documents that anticipate and address the specific challenges your transaction type will generate — before the meeting begins.
"The plan we produced for this capital raise addressed the four questions the investment committee raised before they raised them. The funding was agreed at first meeting."
Mark Ross Roberts FMVA · CBCA — Senior Partner, Achieve CorporationTransaction-Specific Financial Projections
Three-statement forecasts — P&L, balance sheet, cashflow — structured for the transaction type: sale, acquisition, or capital raise. Not a generic five-year model.
Documented Assumption Register
Every revenue driver, cost assumption, and growth rate sourced and referenced — so any projection can be defended in a meeting without reaching for a spreadsheet.
Market Positioning & Competitive Analysis
A structured view of your addressable market, competitive landscape, and differentiated position — expressed in the language a buyer or investor uses to evaluate sector opportunity.
Pre-Emptive Risk Register
The four to six risks your transaction counterparty will raise, addressed on your terms — with mitigants framed to protect your valuation rather than open a renegotiation.
Valuation Rationale & Deal Structure
A clear articulation of how your business has been valued, which methodology has been applied, and why the figure is defensible — supported by comparable deal data where available.
Executive Summary — One Page
A single-page document presenting the investment or acquisition case in the format a decision-maker expects — designed to be read in under four minutes and acted upon.
What a Competitor Cannot Credibly Offer
Plans Built for Outcomes, Not Compliance
Achieve Corporation does not produce statutory planning documents, grant applications, or bank submissions. Every plan we produce is built around a specific transaction event: a business sale, an acquisition, or a capital raise. The structure, language, and financial outputs differ by design.
FMVA & CBCA Certified — Both Principals
Financial Modelling & Valuation Analyst and Commercial Banking & Credit Analyst designations held by both Mark Ross Roberts and Olivia Lauren Hughes. The financial projections in your plan are built to the technical standard a credit committee or institutional investor applies — not adapted from a management accounts template.
We Know What the Other Side Needs to See
Achieve acts as buy-side advisor on acquisitions and sell-side advisor on business sales. We have sat across the table from buyers, investors, and lenders reviewing plans exactly like yours. That experience is applied directly to the structure and content of every document we produce.
Planning and Advisory in One Engagement
When Achieve Corporation produces your financial plan, the same principals who built it advise you through the transaction. The plan and the deal strategy are aligned from the first page — not reconciled after the fact by a separate adviser who wasn't in the room when the plan was written.
No Generic Templates. No Off-the-Shelf Frameworks.
Your business operates in a specific sector, at a specific scale, with specific risks and specific opportunities. Every plan Achieve Corporation produces starts from your financials, your market position, and your transaction objective — not from a standard framework applied to every client regardless of context.
Your Data Stays Within the Engagement Team
All financial data, projections, and strategic information remain within Achieve Corporation's advisory team. No offshore resource. No shared platforms. No sub-contracted analysis. The only people who see your plan are the ones responsible for defending it.
What Happens, When, and What It Produces
Objective Setting & Transaction Scoping
A structured 60-minute call with Mark Ross Roberts to establish the specific transaction outcome you are planning for, the timeline, and the counterparty type. You receive a written engagement brief within 48 hours confirming the plan structure, financial outputs required, and data request — so the engagement begins with clarity, not assumption.
Financial Data Review & Market Research
We work with your historical financial statements, management accounts, and any existing projections to establish a clean, verified baseline. Market research is conducted specific to your sector, your competitive position, and the transaction type — producing an analysis that supports your valuation rather than simply describing your market.
Financial Modelling & Projection Build
Transaction-specific financial projections are built to FMVA standards: integrated three-statement model, documented assumption register, and scenario analysis covering base, upside, and downside cases. Every projection is agreed with you in writing before the plan is drafted — eliminating the revision cycles that extend most engagements unnecessarily.
Plan Construction & Risk Register
The full planning document is produced: executive summary, market analysis, financial projections, valuation rationale, risk register with mitigants, and deal structure narrative. The pre-emptive risk register addresses the four to six challenges your transaction counterparty will raise — structured to protect your position before the question is asked.
Review, Refinement & Presentation Preparation
You receive the final plan with a 60-minute walkthrough covering every section, every assumption, and every figure — so you can present and defend the document without relying on us to be in the room. You leave the engagement understanding your own plan, prepared for the questions it will generate, and positioned to enter the transaction on your terms.
A Plan That Answers the Questions Before They Are Asked.
- 01 // A clear view of which plan structure your specific transaction requires — sale, acquisition, or capital raise — and how it differs from a generic business plan.
- 02 // An assessment of whether your existing financial data is sufficient to support credible projections, and what needs to be established before the plan is produced.
- 03 // A fixed-scope engagement proposal with a confirmed delivery timeline — no open-ended retainer, no ambiguity about what is included.