All of the grants, funding agencies and banks require planning documents that are not readily available. These include:

  1.    Strategic Business Plan
  2.    Project Plan, Budgeting & Financial Plan
  3.    Marketing Plan
  4.    Labour Productivity Plan
  5.    Business & Technology Commercialization Plan
  6.    Operational Efficiency Analysis

EVAMAX Advisory Services has the business & technical resources with specialized industry expertise, to help position your business, marketing or project strategy plan for funding from various sources.

Our approach is driven by the end result in mind. These documents are not only a great tool for internal planning, but are requirements for various grants, and funding applications.

Our Process

Our process is simple and seamless.

  • We work closely with you to understand your business, and then develop your entire funding assessment report.
  • We customize your report — each report is individually crafted to meet the unique requirements of each fund and reflect the applicant’s business environment.
  • The reports are backed by solid documentation we gather about your business, market research, funding needs including quotes, independent research on the market and competition, cash flow projections.
  • Our years of experience allows us to know the requirements of the granting authorities (even things that may not be specifically stated in their program guides) and we prepare the reports keeping this objective in mind.


A typical Plan Document & its uses:

Below are examples of what is included:

  • Industry Overview

    a general introduction to the industry

  • Market Opportunity

    a discussion of how large the business opportunity is in terms of revenue, number of customers, number of sub-markets, growth trends, etc.

  • Customers

    who are they, where are they, how many are there, etc.?

  • Competition

    understand the competitive environment including direct and indirect competitors?

  • Products & Services

    What products and services will the business supply to customers that requires funding?

  • Marketing & Sales Plan

    how will you attract and retain customers, deliver your product/service to them, and earn their loyalty? How will you position your products and services relative to competitors?

  • Management & Staff

    probably the single most important factor in any effective business plan. Describe the management team in terms of experience, talents, connections, etc. What additional resources will you need to make the project succeed?

  • Financial Projections

    includes 3 – 5 year cash flow projections (with all revenue sources and expenses included), pro-forma financial statements, marketing and sales costs, taxes, office space, development costs, etc. We also provide clear and detailed explanations of the assumptions behind the financial projections.

  • SWOT (Strengths / Weaknesses / Opportunities / Threats)

    Analysis of the market you operate in

  • Products & Services

    What products and services will the business supply to customers that requires funding?

  • Efficiency savings

    reduced downtime, waste, material usage, increased capacity

  • Business Performance indicators

    analysis of the key factors to the success of your business with respect to the project

As professional consultants, we see the need for these reports for many purposes. Aside from grant funding, these business planning documents are used by other authorities that are crucial to the business or project viability. We prepare these reports for use by multiple stakeholders. The most common uses for such reports are grant funding, bank financing, internal planning, or investor financing.


In the competitive environment of grant funding, you need to distinguish your project from others to convince the government grant authorities that your project is worthy of their support. Our ultimate goal is to make your application the most technically sound, informative, comprehensive, convincing, and factual against all others. The report we prepare for you will have a strong narrative that will meet the rigorous standards of the grant authority. The report goes above and beyond the minimum requirements of the grant applied for to withstand any scrutiny or uncertainty.

Invest or Financing

Generally, companies that are new including start-ups that employ new technology, provide unique business services or products will find it more difficult to obtain bank financing. They will need to raise capital from other sources such as private angel investors or venture capital firms. These capital investors are successful entrepreneurs or business executives who have a large selection of investments to choose from. As a result, they expect reports from a company seeking capital that is detailed, accurate and extensive. This may include: market research, what-if analysis, financial projections, and other supplementary materials like charts, graphs, sample contracts, intellectual property documentation.

Internal Planning

The report can be used to guide internal planning such as financial projections, budgeting and production planning. It can be also used as a performance measurement tool to evaluate future performance against.

Bank Financing

Banks like stable, consistently growing businesses with proven business models and lots of collateral (equipment, land, buildings). Banks will look at the financial projections, market opportunity analysis, and competitor analysis when evaluating a company’s business viability for lending considerations.

To schedule a no obligation consultation

For assistance in preparing your submission and to position your application for approval contact EVAMAX Group to help you with the process. You may also email us at or call 1-877-711-7733.