Social Purpose Business Planning

When profit isn’t your primary passion.

Transform your mission into a clear, funder-ready business strategy with our Social Purpose Business Planning service. Our expert team supports you in building ventures where social good comes first, helping you balance values with viability and purpose with long-term resilience.

What your team brings to the table:

• Mission-First, Fundable — We specialize in social enterprise strategies that align community benefit with strong, stable financial planning. Whether you aim to advance food security, equitable workforce training, climate resilience, or rural economic development, our business plans equip you to approach lenders and grant programs with confidence.
• Proven Track Record of Impact — Our team has delivered successful business cases and grant applications worth over $5 million to date, across transformative community, innovation, and infrastructure projects. We understand exactly what public funders, foundations, and lending institutions look for in persuasive, evidence-based plans.
• Built for Ongoing Resilience — A grant or startup fund is only the beginning. We integrate practical revenue models, operational cost strategies, and community partnership pathways to ensure your social-purpose business thrives long after initial funding, supporting mission continuity and operational independence.
• Holistic, Practical, and Community-Rooted — Our approach goes beyond generic business plan templates. We blend technical expertise, market analysis, inclusive governance, DE&I practices, and social metrics to deliver a realistic roadmap that is fundable, feasible, and true to your values.
• Scalable, Inclusive, and Ready for Complex Challenges — From patent-backed innovations to transformative Indigenous community partnerships, our team is recognized for developing business models that succeed in even the most challenging environments. We help you navigate funding policies, regulations, and grant requirements with confidence.
• Values-Driven, Diverse Leadership — Our team is proudly 2SLGBTQ+, Indigenous, and differently-abled led, bringing authentic experience in equitable, community-centered business models. We help you design plans that align with your social impact commitments and resonate with mission-oriented funding programs.

How it works

1. Book a discovery call — Share your mission, challenges, and social impact vision.
2. Collaborative scoping — We align your project and goals with relevant grant and lending opportunities.
3. Co-creation process — Together we build a business plan that is technically strong, financially sound, and socially powerful.
4. Launch with confidence — Receive a polished, grant- and lender-ready package to help you secure the support you need, plus strategies to maintain momentum beyond your initial funding.
5. Add additional services — Once your business planning phase is complete, consider our Grant Writing services to assist you in applying your plan to the funding opportunities that can turn your vision into a reality!

Start planning for purpose today — book your session now!