The Consultancy Inc (Caribbean & North America) is proud to announce the launch of our Small Business Unit (SBU). The Small Business Unit is Strategic Business Unit is tailored to the needs of small and medium-sized enterprises (SMEs), enabling multiple small and medium businesses to access consulting services at an affordable price.

Responding to Business Needs
Our Small Business Unit is designed to respond to the needs of companies seeking affordable, yet high standard services. The SBU features high volume, with operational and price efficiency executed via the templated system, ensuring consistent process flows and standard operating procedures (SOPs).


Small & Medium Size Enterprises (SMEs) need to develop strategies to ensure that market participants gain access to needed financial and non-financial services via an appropriate institutional structure.

Our technical assistance programs & services concentrate on sustainability, developing more effective operating structures and developing systems for SME growth.

The SBU offers a combination business services inclusive of:


Z Business Plan Writing
Z Management Consulting
Z Strategic Plans
Z Business Process Improvement
Z Feasibility Studies
Z Due diligence
Z Business Restructuring
Z Loan Proposals/ Negotiation
Z Company Start Up
Z Organisation Restructuring/ Change Management
Z Proposal Writing
Z Grant Fund Proposals
Z International Penetration
Z Mentorship & Coaching


Z Branding
Z Marketing Plan
Z New Product Development
Z Market Research
Z Business-to-Business Marketing


Z Training Programmes


Z Monitoring & Evaluation



Need Help Running or Starting Your Business?

Get advice from The

Create a Plan … Create a Blue Print …

Writing a business plan gives you an opportunity to carefully think through every step of making your business a success, from starting your company to moving it to the next level. This allows you to better prepare and handle any challenges.

Increase the odds that your business will be a success…

Download this step-by-step business plan template and use it to lay the groundwork for your new business.

Why you should start with a business plan template

There are many options available for business planning, is a template the best place to start?

Z A good business plan template can help you get your thoughts organized.
Z It can provide a guideline so that you’re not stuck looking at a blank page trying to figure out where to start.
Z Plus, it can show you the general layout of a standard business plan.
Z A great business plan template will also provide instructions for each step of your plan and show you what an investor-ready business plan should look like.

There are tons of free business plan templates available (including the outline you can download right here on this page)

You can also find business plan examples specific to your industry by online …. Please be careful. There are many people & businesses out there who will try and charge you for just about any template. Please don’t get tricked into paying without researching … If you need a planning solution which provides more help and customization options than the normal basic template we have 3 levels of plans to help you.

Tier 1 – Templated (You will be guided through the process in a step-by-step guide)

Tier 2 – Templated with a Personal Coach (Upon completing the template, a coach will work with you to aid you in finalizing your plan)

Tier 3 – The Personal Coach (You can choose for the Consultant / coach to write your plan or simply guide you through over the next 2 weeks)



A thorough business plan is essential in the financing process, but it’s also helpful even if you don’t need outside financing.

What does your template include?

For many, writing a business plan can sometimes seem overwhelming. To make the process easier and more manageable, this template will guide you step-by-step through writing it. The template includes easy-to-follow instructions for completing each section of the business plan, questions to help you think through each aspect, and corresponding fillable worksheet/s for key sections.

After you complete all sections and worksheets, you will have a working business plan for your business.

Business plan sections template include:

  • Executive Summary
  • Company Description
  • Products and Services
  • Marketing Plan
  • Operational Plan
  • Management and Organization
  • Startup Expenses and Capitalization
  • Financial Plan
  • Appendices – include documents that supplement information in the body of the plan.


Templated with a Personal Coach

Need help to create your plan? This template offers personal assistance.

Need to ensure that your business plan is ‘up-to-scratch’?

  • Complete the template and a Consultant will engage in a 2-hour coaching session to aid you with the final touches & in completion of the plan
  • We engage Consultants with the highest level of qualification & industry experience


The Personal Coach 

Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. Even if you do have some experience, the task is often daunting. You may not have the time to create one yourself or you may need a refresher on what a modern business plan looks like. Over the years, business plans have changed as have the expectations of lenders and investors.

Let us write you a professional plan. The plan can then be used for bank loans, venture capital and angel investments, business expansion, and even business sales. It’s a proven template that works, saving you critical time and making the business planning process much easier.

Servicing North America, Latin America, the Caribbean & Europe

Call Us Today.  We Help Your Business Grow
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