How to Build a Bankable Business Plan with Leanus

From Startup to Monthly Review: How to Make Credible, Bankable Plans at Every Business Stage

Il Business Plan It is not just a document to be presented to banks or investors: it is a fundamental strategic tool for plan, simulate and drive business decisions.
This cycle of three online training sessions, with an operational approach and based on the use of the Leanus platform, it accompanies professionals, analysts and entrepreneurs in drafting the Business Plan in different and real contexts.

How to Build a Business Plan for a Startup
Learn how to build a credible Business Plan starting from scratch, without historical balance sheets, facing uncertainties about sales and business model. A guided path to understand the logic of planning for new businesses.

How to Build a Business Plan Starting from an Ownership Situation
You don't always start from a filed budget: often the plan is built from a management balance sheet or an internal accounting situation. In this session, we will see how to leverage available data and build a structured plan from proprietary information.

The monthly Business Plan for the Adequate Assets and for the management control
The monthly Business Plan, integrated with Leanus analytical tools, represents an indispensable solution for support the appropriate structures and management control, offering professionals and decision makers a clear, up-to-date and strategic vision of company performance.

Who is the course aimed at?

The course is aimed at Accountants, Consultants, CFOs, Financial Analysts, Investors and professionals interested in economic and financial planning.

What will you learn?

The course provides practical tools for building a bankable and strategic Business Plan, suitable for different business contexts.

How does the course work?

The course takes place in three online sessions that guide from the startup to the monthly plan, with an operational approach and use of the Leanus platform.

Program

Session 1 – How to build a Business Plan for a start up Tuesday 23 September 14.15
Writing an effective Business Plan for a startup is a complex challenge, which requires a different approach than planning for already established businesses. This webinar, interactive and based on a real case, will guide participants step by step in building a sustainable and credible Business Plan, leveraging the advanced features of the Leanus platform for financial analysis and projection.

During the meeting we will address the main elements that characterize the planning for a start up, including:

Lack of historical balance sheets: how to build credible forecasts from scratch
Uncertainty in revenue estimation: techniques and approaches to hypothesize realistic scenarios
Experimental Business Model: How to Integrate Uncertainty into the Business Plan
financial

We will also delve into:

Why, in the case of start-ups, is it more effective to start from expected costs rather than expected revenues?
The reason why banks and financiers tend not to support early-stage startups.
Common critical issues in building a financial plan and how to address them with the help of Leanus tools.

Session 2 – How to build a business plan starting from an interim financial statement Tuesday 30 September 14.15
A Business Plan does not always take shape starting from official filed balance sheets. Often, especially in the daily work of professionals, one finds oneself building a plan starting from a
proprietary situation, or from accounting data that is not yet public or certified, such as a management balance sheet, a provisional situation or other internal documents made available by the client. This webinar will show how to use the Leanus platform to transform this preliminary data into a complete and structured Business Plan, capable of supporting strategic decisions, financing requests and economic sustainability assessments.

The following topics will be discussed during the meeting:

Importing and normalizing unofficial balance sheets: how to manage data from unfiled accounting situations in Leanus.
Economic and financial analysis from proprietary data: how to exploit internal information to build a coherent plan.
Projection of forecast scenarios: construction of the business plan starting from a real, but not yet definitive, basis.

We will also delve into:

How to integrate the specifics of the initial accounting situation, often partial or unadjusted, into the plan.
How to ensure consistency and reliability of the plan, even in the absence of official data.
The use of the Business Plan thus constructed in contexts of comparison with banks, investors and stakeholders, even starting from "internal" bases.

Session 3 – The Monthly Business Plan for Adequate Assets and Management Control Tuesday 7 October 14.15
In an increasingly complex and regulated economic context, economic and financial planning requires advanced and precise tools. The monthly Business Plan today represents a fundamental strategic lever for implementing the Adequate organizational, administrative and accounting structures required by law, as well as for ensuring effective and timely management control.
During the webinar, we will show how to use the Leanus Business Plan module to quickly build a monthly plan starting from customizable economic and financial hypotheses, with automatic updating of all indicators and prospects. (Financial Statement, DSCR, KPI, Score, Civil Code Scheme, Crisis Indicators, etc.). An approach that allows an analytical and integrated vision, essential for those who work in support of companies or within the finance function.

The following topics will be discussed during the meeting:

Build a monthly Business Plan in Leanus starting from targeted and flexible hypotheses.
Understand the benefits of monthly versus annual analysis in terms of monitoring, accuracy, and forecasting capabilities.
Using the Business Plan as a tool to support regulatory compliance , of bank ratings (SREP) and simulations on groups or clusters of companies.
Effectively interpret results through Leanus integrated analytical tools: DSCR, Business Crisis, KPI, financial statement and other strategic outputs.

Rapporteur

Alessandro Fischetti Leanus Administrator

Registration

Participate in a concrete, operational and training path free. Learn to build effective, credible Business Plans aligned with market and regulatory standards. Sign up now and secure your spot!

September 23 – September 30 – October 7 14.15-15.45