Codesi

Get Your Pro Forma Business Plan Fast

Pro Forma Business Plan Template

Ground a practical Pro forma blueprint coherently using this template. Inside you'll find audience profile table — plus essential legal setup pointers and channel plan and indicative CAC. From outline to action — everything is laid out for you.

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users worldwide

600+

buisness plans created in 2025

$15M+

saved to small businesses

<3 minutes

time to make a buisness plan

How it works

01. Share your business idea

01. Share your business idea

Briefly tell us about your business — what you’re building, your industry, and target audience.

02. AI creates your business plan

02. AI creates your business plan

Our algorithm instantly generates a structured, tailored business plan with key insights.

03. Review your plan

03. Review your plan

Done! Download and review your plan. Make changes if needed.

Everything Your Investor-Ready
Pro Forma Business Plan Needs

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Audience Segments

Young Professionals, Parents and Caregivers, Adolescents and Teens. Solves: Seeking mental health support for stress, anxiety, and achieving work-life balance.

Market Analysis

Total Addressable Market: $500 000; Serviceable Addressable Market: $120 000; Serviceable Obtainable Market: $30 000. Competitors: City Counseling Center. Price $90–$180/item

Marketing Strategy

Google search ads, local SEO, Psychology Today listings, referrals from primary care providers, School counselor referrals, pediatrician offices,

Operating Model

Client Intake and Scheduling, Client Consultations. Payroll $21 140/mo

Financial Model

Revenue: $6 300; ~60 customers; Break-even on Month 8; Marketing budget $2 500

Legal Aspects

Establish LLC; healthcare licenses; sales tax/seller’s permit; data/privacy compliance (e.g., GDPR/HIPAA); business/ liability insurance.

Launch Plan

Incorporate your practice LLC, obtain professional licenses, lease a dedicated office, hire admin staff, build a patient portal, run physician-referral and local ads, and begin client appointments.

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