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Business Plans

Complete and professional business plans, including pro forma financials and projections to help you know how much money it'll cost to start your business and how much money you can make by starting and operating your 100% legally compliant medical and recreational marijuana business in your state. 



A complete package with detailed, step-by-step instructions for everything you need to know and do to create a 100% legally compliant professional business plan with expert financials and projections.

  • Delivered via fast & secure download in PDF, Microsoft Word and Excel formats
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Our most popular package gives you everything from the Gold Package plus an additional 2 days of our awesome email support to use whenever you like.  

  • 2 days of email support from our expert team of Associates - a $500 value.
  • Delivered via fast & secure download in PDF, Microsoft Word and Excel formats.


The "we do it all for you" option.

Let us know what you need and let's start the conversation.

Contact Us

Clients who are looking to save time and want everything done correctly, efficiently and in 100% legal compliance use our Diamond service.

Our seasoned Associates draft business plans for clients day in and day out, so we're uniquely equipped and qualified to handle anything and everything in regards to drafting a professional and legally compliant business plan and financials for every type of marijuana business.

  • A completely bespoke business plain tailored for your business - however big or small.
  • A dedicated team of Associates at your disposal.
  • Email and optional phone support from our Associates.

Overview of the Business Plans

Each plan will be slightly different based on the requirements in the state for the business type. Customers use our business plans for submitting to state, city and county agencies, fundraising or as an originating document to allow them to understand the details of a marijuana business and the opportunities it can provide.

The business plans, depending on the business type and state, average 50+ pages to cover every and all aspect of the business. The contents of each business plan includes:

  • Purpose, Organization & Services
  • The Market
  • The Opportunity
  • Financial Summary & Objectives
  • Keys to Success
  • Legal Entity
  • Company History
  • Organizational Chart
  • Management Team
  • Staffing Plan
  • Location & Facilities
  • Services & Products
  • Sourcing & Fulfillment
  • Current Market Analysis
  • Healthcare Industry & Trends
  • Marijuana Industry Forecast
  • Marketing Plan
  • Pricing
  • Promotion
  • Milestones
  • Revenue Forecast by Month
  • Personnel Table
  • Budget Table
  • Expenses by Month
  • Profit & Loss Statement
  • Gross Margin by Year
  • Net Profit by Year
  • Balance Sheet
  • Cash Flow Statement
  • Cash Flow by Month 



Company Purpose, Organization & Services

These sections go over the general details about the company and the purpose it will serve as well as the business infrastructure setup that will allow it to operate as a legal entity in the state. Discussion of the services and products the company will offer as well as where and how these products will be sourced is also covered in this section.

The Market

This section gives an industry overview and discusses the healthcare industry as a whole as well as reports and estimates from leading experts and firms for the market/industry in the coming years. Also discussed are market estimates for various states.

The Opportunity

A highlighting of the opportunity being presented in the business plan as well as opportunities in the market for the company and other opportunities if the company expands and grows.

Financial Summary & Objectives

A discussion of the business' first few months of operation as well as the strategy for growth and growing the user base. This section includes graphs that gives financial highlights per fiscal year - these graphs will be pulled from your financial spreadsheets includes in this packages.

Objectives for user base, net annual income as well as staffing, expenses and monthly sales are also discussed in this section.

Keys to Success

A straight-to-the-point list of the key metrics that will allow the business to be successful in the home state and current marketplace. 

Company Overview & Legal Entity

Discussion on the ethos of the company and the general principals it will operate under as well as type of legal entity that the business is or will be formed under, based on state requirements and regulations.

Company History

When the company was founded as well as a brief overview of the owners/officers/parties involved with the company.

Management Team, Staffing Plan, Organization Chart

A breakdown of the management team and the founders that gives the information about them in biography form as well as their titles and responsibilities within the company. The Staffing Plan goes over the staffing objectives of the company and the Organization Chart is a fill-in-the-blank chart that provides a visual representation of the structure of the organization, showing the relationships of the positions or jobs within it. 

Location & Facilities

A section that goes over the potential facility (if applicable), including floor plans, hours of operation, Alarm and security systems that will be employed and other information relevant to the location and business type.

Services & Products

A detailed explanation about the specific services and products the business will offer to customers/patients. 

Sourcing & Fulfillment

How the business' products will be specifically sourced and distributed to customers/patients/partners as well as oversight that will take place for the business type and competition and the technologies that'll be employed to accomplish your company's sourcing and fulfillment objectives. 

Current Market Analysis

A very thorough analysis of the current market, it's different segments, sizes, model comparisons, market needs as well as threats and risks with accompanying sources and graphics.

Healthcare Industry & Trends

A discussion of the health care industry and overall trends happening across the United States of America.

Marijuana Industry Forecast

A comprehensive look at the legal marijuana industry. This section includes graphics and detailed estimates citing major studies and research to back up the figures and claims made in this section. Pricing and economic forecasts with supporting sources and graphics are also included.

Marketing Plan

An overview of the general marketing plan and how the business will be positioned in the industry to give it the best possible advantage. This is a not a detailed, step-by-step marketing plan. It is not appropriate to include a complete marketing plan in a business plan.


Current, real-world market prices per ounce of product including indices breakdown.


How and if the company will employ promotion tactics to drive revenue and what the focuses will be.


A list of the important milestones to achieve the company objectives highlighted throughout the business plan.

Revenue Forecasts by Month and Year with Projections

All pro forma financials will include forecasts for the first 3 years of operations as well as a monthly breakdown for the first year of operations. The financials are created in formulated and templated Microsoft Excel spreadsheets for ease to use. Also included are instructions for exporting all financial data into graphs to insert into your business plan for easy readability.

Personnel Table

A detailed breakdown of your staffing needs/positions and industry-standard salaries for starting your business.

Gross Margins & Profits by Year

A compilation of the businesses margins and profits for the first 3 years of operations. 

Balance Sheet & Budget Tables

First year, broken down by month, as well as the first 3 years of projections for the business. Paid in capital, cash and initial Accounts Receivables also included.

A complete first year monthly and projected yearly breakdown of the first 3 years of operation. 

Complete editable, formulated excel documents as well as graph exporting instructions are included.

Profit & Loss Statement and Cash Flow Statement

First year P&L with monthly details as well as the first 3 years of P&L projections. 

First year Cash Flow with monthly details as well as the first 3 years of projected Cash Flow.

Complete editable, formulated excel documents as well as graph exporting instructions are included.


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