In this article, you will discover step by step how to use artificial intelligence (AI) to write a relevant and convincing business plan, specifically in the context of of a company purchase in SwitzerlandThe objective is to facilitate access to bank financing or investors thanks to a clear and solid presentation.
1. Introduction: Why use AI for a business plan?
Creating a business plan with AI brings many advantages:
- Save time : Automation of repetitive data collection and analysis tasks.
- Improved relevance : Instant data update and adaptation to the specific Swiss context.
- Cost reduction : Less reliance on external consultants thanks to advanced automation.
2. Prepare the ground: What you need before starting your business plan
To get started effectively, collect this information:
- Specific strategic objectives (purchase, growth, financing).
- Financial documents up to date (balance sheet, income statement, cash flow).
- Analysis of the Swiss market (sector, regulations, main competitors).
- Current positioning and strategic potential of the target company.
Use tools like Excel, Google Sheets or ERP software to centralize this data and facilitate its subsequent integration.
3. Choose the right AI platform to write your business plan
- ChatGPT : Perfect for clearly structuring text and generating precise editorial content.
- Claude.ai, Gemini : Recommended for in-depth financial and sector analyses. These platforms can import and process complex data sets.
4. The typical structure of the business plan generated by AI
Here is a complete structure that your business plan must follow:
- Executive Summary
- Detailed presentation of the project
- Complete market analysis
- In-depth marketing strategy
- Organization and optimized management
- Complete forecast financial analysis (balance sheet, results, cash flow)
- Specific financing plan and use of funds
- Persuasive conclusion adapted to the interlocutors (banks, investors)
5. How to use AI in practice for each section of the business plan
Step 1: Executive Summary
Prompt: “Summarize in 300 words a business plan for the purchase of a Swiss SME in the [sector] sector, with a growth target of 15 % over two years, including financial and strategic objectives.”
Step 2: Presentation of the project
Prompt: “Clearly detail the strategic objectives of the business plan for the acquisition of an existing Swiss company in [sector], specifying the short- and medium-term opportunities and challenges.”
Step 3: Market Analysis
Prompt: “Provide a in-depth analysis of the sector [sector] in Switzerland, with current key trends, a list of major competitors and 5-year economic forecasts, incorporating accurate statistical data.
Step 4: Marketing Strategy
Prompt: “Develop a marketing strategy complete including digital and traditional channels, precise segmentation of target customers, and planning of advertising campaigns adapted to the Swiss market for a company specializing in [activity]. »
Step 5: Organization and Management
Prompt: “Propose an organizational structure comprehensive and detailed, with precise descriptions of the roles and skills necessary for the effective management of a Swiss SME in the [sector] sector.
Step 6: Forecast financial analysis
Prompt: “Prepare a complete financial forecast including balance sheet, income statement, and cash flow statement over three years, with realistic assumptions adapted to the Swiss economic context of the sector [sector].”
Step 7: Financing plan and use of funds
Prompt: “Establish a detailed and reasoned plan of the financing for the acquisition of a Swiss company estimated at [amount], specifying the sources of funds (personal contribution, bank loan, private investors), and clearly explains the precise allocation of these funds.
Step 8: Persuasive Conclusion
Prompt: “Write a highly persuasive conclusion tailored specifically to convince a Swiss bank or private investors to finance the acquisition of a Swiss company in the [sector] sector.”
6. Refine and customize your business plan
- Human validation : Carefully check all generated data to ensure accuracy.
- Personalization : Adapt AI recommendations to the operational reality of the target Swiss company and your personal style.
7. Points to keep in mind when developing an AI business plan
- Data verification : Always check the update and Swiss contextual accuracy of the data.
- Confidentiality : Choose secure AI platforms to ensure the protection of sensitive information.
- Human expertise : Systematically supplement your business plan with the expertise of an accountant or lawyer specializing in Swiss business law.
8. Future prospects: The evolution of AI tools in Switzerland after 2025
- Increased automation : Increased automation of advanced financial analysis.
- Systematic integration : Generalization of the use of AI tools in Swiss banking establishments for credit analyses and financing decisions.
- Advanced analytical forecasting : Increased use of sophisticated predictive models and real-time analysis of economic and sector data.
9. General conclusion
By 2025, artificial intelligence will become essential for the development of business plans in Switzerland. Its use guarantees efficiency, speed, and accuracy, facilitating the acquisition of financing and thus enabling optimal strategic management of your entrepreneurial project.
