Business plan and financial tools

Your business plan

A business plan is a planning tool that lets entrepreneurs structure their ideas. It identifies the mission of the business, the vision and values of the entrepreneur(s), and the services/products to be offered. It also analyzes the market (segmentation) and the competition and lays out the marketing strategy, financial forecasts, etc.

Your business plan will be used as a management tool and a way of presenting your organization when seeking financing or partnerships.

Business plan templates:

Online resources for preparing business plans:

Many organizations offer business plan templates and resources for entrepreneurs:

Market data and information

A market study lets you analyze the goods or services you plan to offer in terms of the competition. Specialized organizations can provide data to help you in this exploration :

Financial tools

In creating a business, financial tools are a valuable addition to your business plan. PME MTL makes online tools available to help entrepreneurs produce: 

Executive summary

An executive summary is a two-page summary of your business plans. It is useful for financial partners and strategic partners.

This executive summary template can be adapted to your needs, based on your industry and objectives.

Find experts in your area

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Centre-Est

6224 Saint-Hubert street

Montreal, QC H2S 2M2

514 723-0030

Centre-Ouest

1350 Mazurette street

Suite 400

Montreal, QC H4N 1H2

514 858-1018

Centre-Ville

630, Sherbrooke Ouest

Suite 700

Montreal, QC H3A 1E4

514 879-0555

Est-de-l'Île

7305, boulevard Henri-Bourassa Est

Suite 200

Montreal, QC H1E 2Z6

514 494-2606

Grand Sud-Ouest

3617 Wellington street

Montreal, QC H4G 1T9

514 765-7060

West-Island

1675, Transcanadienne

Suite 301

Dorval, QC H9P 1J1

514 426-2888