Services · Business consulting
Business plans
We write business plans for new products, business units and technology projects: business model, market, operations, financials and risks, with clear assumptions you can defend before a board, partners or lenders.
A business plan is the document that explains what you'll offer, to whom, how it will operate, what it costs, when the investment pays back and what risks it carries. At AVILA®, a technology and business consulting firm based in Monterrey, Mexico, we write business plans for new products, business units and technology projects for organizations in Mexico.
What is a business plan for?
Deciding whether to invest. A board or a group of partners needs to see the market, the numbers and the risks before committing resources.
Seeking financing from banks, funds or programs that require a plan with projections.
Launching a product or business unit inside an established company, with its own targets and budget.
Justifying a technology project (a SaaS product, a platform, an ERP) with a business case: benefits, costs and expected return.
Getting the team's ideas in order before spending on development, branding or hiring.
What's included
A short executive summary for decision-makers.
Business model: value proposition, customer segments, channels, customer relationships, revenue streams, key resources, activities and partners, and cost structure. The Business Model Canvas is our starting point.
Market: estimated size from cited public sources, segments, competitors and alternatives, and how your offer stands apart.
Operations: key processes, required technology, suppliers, team and structure.
Commercial strategy: pricing, channels and sales targets. Marketing and communications execution is offered by tresensocial, AVILA®'s sister company.
Financials: initial investment, revenue and expense projections, cash flow, break-even point, and conservative, base and optimistic scenarios.
Risks and how to mitigate them.
Roadmap with stages, milestones and KPIs to track progress.
Business plans for technology projects
This is our specialty. When the project is a digital product, a SaaS platform or an app, the plan needs answers that a consultant without technical experience doesn't always see: the real cost of development and cloud operations, third-party licenses, security and personal data protection, support, updates, and how soon a first version can be in front of customers.
Because we also build custom software and manage Microsoft Azure infrastructure, the technology numbers in your plan come from real projects, not generic assumptions. Once the plan is approved, its targets can be built into your organization's strategic planning with the Balanced Scorecard so they get tracked.
From client solutions to our own products
Since 2003 we have built systems for other organizations. In 2026 we made the move from client solutions to our own products with Back to Zero, our AI-built SaaS that keeps sales teams selling. We worked through the same questions we ask in a business plan: who it's for, what problem it solves, how it's priced, how it runs, how it's supported and how we know it's working. That experience is what we bring to our clients' plans.
How we work
Kickoff: the idea, the goals, who the plan is for and what decision it must support.
Research: public market sources and, when possible, interviews with potential customers to test the key assumptions.
Workshops with your team to agree on the business model, operations and financial assumptions.
Financial model in a spreadsheet you keep and can update, with assumptions kept separate from calculations.
Final document and executive presentation, with a joint review before you take it to your board, partners or lenders.
Who it's for
Companies launching a product, a service or a business unit.
Organizations evaluating a technology project that need to justify the investment.
Executives who must present a business case to their board.
Teams that want to turn an internal solution into a product they can sell to others.
Benefits
- An investment decision based on market, numbers and risks, not just enthusiasm.
- Explicit assumptions that can be discussed, tested and updated.
- Realistic technology figures from a team that builds and runs software.
- A financial model your team keeps and updates.
- A document ready for your board, your partners or your lenders.
- A roadmap with milestones and KPIs to track progress.
Frequently asked questions
What should a business plan include?
An executive summary, the business model, market and competitive analysis, operations, commercial strategy, financial projections with their assumptions, risks and a roadmap with milestones. How deep each section goes depends on its purpose: a plan for a bank puts more weight on financials; one for a board, on strategy and risks.
What's the difference between a business plan and a business model?
A business model describes how an organization creates, delivers and captures value: customers, value proposition, channels, revenue and costs. It usually fits on one page. A business plan builds on the model and turns it into a full document with market, operations, financials, risks and a timeline. You agree on the model first, then write the plan.
How long does it take to write a business plan?
It depends on the scope, the information available and how much time your team can give to the workshops. A plan for a single product or a focused project moves faster than one for a business unit with several lines. The schedule and deliverables are set out in writing in the proposal before we start.
Can a business plan be used to apply for financing?
Yes. Banks, funds and support programs usually ask for a plan with financial projections, market analysis and risks. We structure it to answer what those institutions look for and to make the assumptions defensible. The decision to grant financing belongs to each institution; our job is to present your project clearly.
Can you write a business plan for an app or a SaaS product?
Yes, it's our specialty. Beyond market and financials, we focus on what digital products most often underestimate: development cost by stage, cloud operations, security, support, plans and pricing, and the cost of winning and keeping each customer. We lived through it ourselves when we launched our own SaaS, Back to Zero, in 2026.
Do you also build the product if the plan is approved?
We can. As a technology firm, we develop software, web apps, mobile apps and SaaS platforms, and we manage the infrastructure they run on. But the plan is independent: you decide whether to build with us, with your own team or with another provider. The plan describes what's needed, not who has to do it.
Who owns the plan and the financial model?
Your organization does. At the end you receive the document, the presentation and the financial model in editable formats, with assumptions separated from calculations so your team can update them when conditions change. Everything you share with us during the project is handled confidentially.
Do you work with entrepreneurs who only have an idea?
Our focus is companies and organizations launching products, business units or technology projects. If you're an early-stage entrepreneur looking for consulting, mentoring or coaching, our group's GAVIT specializes in entrepreneurs and small businesses. If your project already has a team and needs a formal plan, reach out through our contact page.