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Service 06

Regulatory Business Plans

Business plans and supporting narratives structured for licensing, banking and regulated business projects.

Typical contents

  • Executive summary and project objectives
  • Business model, products and services
  • Target markets and customer segments
  • Ownership, governance and organisational structure
  • Operational model and outsourcing
  • Compliance and risk management framework
  • Technology and systems overview
  • Marketing and distribution strategy
  • Financial assumptions and projections
  • Implementation roadmap

Typical use cases

  • MSB / money transmission projects
  • Payment and e-money applications
  • Crypto / digital-asset licensing projects
  • Bank or safeguarding-account onboarding
  • Regulated acquisitions or change-of-control projects

Drafting approach

Each plan is built around the actual operating model and intended audience. We can work from an existing deck, internal notes, financial model or structured management interview.

Important considerations

Regulatory expectations differ by jurisdiction and licence type. Where legal, tax or formally regulated advice is required, the business plan should be reviewed by the appropriately qualified local adviser before submission.

Preparing a licensing or banking submission?

Share the project type and jurisdiction and we will outline the required business-plan scope.

Request Business Plan Support