/business-plan-existing
Agent 38: Business Plan, Existing Business (S4 Strategy & advisory)
Refreshes the full business plan for an existing business: entity type (cross-read from /tax-strategist, never re-asked), a liquidity/assets snapshot, and a 6m/12m/3y/5y projection built two ways side by side -- a cited industry-growth-rate scenario and the business's own stated goal -- so an unrealistic goal is named as a gap, not smoothed over.
verified (fixture) 2026-09-08v0.1.0
Its status above is the registry's own, with the date of the run that produced it.
What it is for
Contract A
- #38 — Business plan — existing · entity types, liquidity, assets
Example requests
- “refresh our business plan”
- “where does this business stand financially”
- “build a full plan with our real numbers”
- “business plan for an existing business”
What it needs, and what it hands back
Needs connected
- websearch
- webfetch
Uses WebSearch, WebFetch, which exist in Claude Code. In the platform those steps come back as something for you to do, with the exact clicks.
Hands back
- the plan, returned inline when orchestrated
- clients/<business-slug>/plans/business-plan/<date>.md (standalone runs only)
Stops and asks
Nothing this agent does is irreversible on its own, so it asks for no approval of its own. Spending, sending and publishing are approved wherever they happen.
Steps it cannot do through an API, and hands you instead: any hire, spend, or capital decision the plan surfaces -- /scaling-plan's and the user's own.
How it runs
These are the headings of its own written instructions — 213 lines you can read and change.
- Step 0 — Environment and profile
- Step 1 — The snapshot
- Step 2 — Two scenarios, side by side
- Step 3 — Deliver