Take your business to the next level with our comprehensive business plan service. Our expert team will research, develop, and design a tailored business strategy document that addresses your company’s unique needs and goals.


Our objective is to deliver a core internal policy and planning document that incorporates a motivation for finance or investment, helping you secure the funding your business needs to thrive.


Our business plan service includes:

  • A 5-year strategy, broken down into short-term, medium-term, and long-term plans
  • Market research, SWOT analyses, milestone viability audits, and integrated cashflow and income and expenditure projections
  • Promotion of Unique Selling Points (USPs), feasibility, supply and demand, opportunities, benefits, and advantages of your product or service offering
  • Compliance with all recognized commercial lenders, angel investors, venture capitalist entities, and private investors’ required information in South Africa
  • A separate interactive cashflow spreadsheet and a modern, contemporary graphic design


We ensure compliance with all relevant South African regulations, including:

  • Protection of Personal Information Act (2013)
  • Financial Advisory and Intermediary Services Act (FAIS)
  • Financial Intelligence Centre Act (FICA)
  • Promotion of Access to Information Act (2000)
  • National Credit Act (NCA)
  • FX Global Code

New Features

  • Information and internet technology impacts and projections
  • Demystifying Generative Artificial Intelligence (AI)


Our procedure includes:

  • Non-disclosure, non-circumvention agreement signed by PlanMatrix
  • 33.3% deposit in advance payable upon invoice
  • First draft, major edit, and 33.3% progress payment
  • Second draft, minor edits
  • Delivery of final material and final payment
  • Delivery within 5-7 working days, conditional to client provision of required data and editing instructions

Contact Us

Don’t hesitate to reach out to us with any queries. Our intention is to take care of all complexities on your behalf, allowing you to focus on your core business.

Contact Richard Shute at: