Professional Business Plan Specialists

Case Studies

Private School Business Plan with Feasibility Study and Investor Model

Private School Business Plan with Feasibility Study and Investor Model
Categories Education

Business Type

Private School (ECD to High School)

Location

Gauteng, South Africa

Funding Received

R60 million

Founder presenting private school business plan with JTB investor materials.
Stage of Business
Pre-Startup Planning, Pre-Funding / Pre-Investment Preparation
Business Plan Writing, Financial Projections and Financial Modelling, Market Research and Analysis
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Overview

A Custom and Bankable Private School Business Plan for Gauteng’s Education Future.

To compile this Private School Business Plan, the client envisioned a premium day school offering Grade R–12, with a curriculum that combines the South African CAPS system and global best practices. With rising demand for quality private education in the Johannesburg North region, the school aimed to launch with 300 learners and expand to 800 over a 10-year horizon.

JTB was appointed as the lead advisor to deliver a full suite of strategic documents, including a 10-year private school financial model Excel, school market research, a private school investor pitch deck, and a customised school feasibility study in South Africa.

From the outset, the project showed promise. The proposed school site was strategically located near affluent residential zones, underserved by high-quality educational options. Demographic studies showed a surge in middle- and upper-income households seeking private alternatives to overcrowded public schools. Initial concept models projected enrolment starting at 300 learners, scaling to 800 over a 10-year period — aligning with the forecasted growth of the suburb and demand for reputable schools.

To secure R60 million in early-stage investment, a private school startup in Gauteng approached JTB Consulting to develop a bankable private school business plan, supported by an in-depth feasibility study and investor-ready documents. The project sought to validate the school’s strategic, operational, and financial readiness, and present a compelling case to DFIs and educational impact investors.

The founding team needed to validate their concept, secure funding, and engage credible investors — all within an ambitious 4-month window. To achieve this, JTB Consulting’s outputs had to satisfy institutional-level due diligence requirements and demonstrate the school’s long-term sustainability. This included:

  • Secure investment through a private school startup model with strong financial fundamentals.
  • Present a compelling, evidence-backed school valuation model in Excel to investors.
  • Prove market demand and affordability through a targeted school market research process.
  • Use professional documents to align with education impact investors, DFIs, and local banks.

Despite strong demand for private education, investors remain cautious without robust data. The startup team faced tight funding deadlines, a lack of benchmark financials, and difficulty articulating their competitive differentiation in a saturated market, including:

  • Limited benchmarks for private school feasibility studies in South African projects.
  • No precedent for school startup funding within the founders’ network.
  • Complex long-term planning required for school financial model scenarios.
  • Tight delivery deadlines to coincide with investor roadshows.

JTB deployed its proven methodology to deliver a complete investment-grade school business case — integrating strategic insight, financial rigour, and compelling narrative. All outputs were aligned to both local and global investor expectations.

  • A fully tailored private school business plan including SWOT, operational plan, and competitive strategy.
  • 10-year private school financial model Excel showing operating margin, IRR, and debt serviceability.
  • Regional demand and pricing analysis drawn from detailed school market research and demographic data.
  • Scenario testing for monthly and annual enrolment, teacher-student ratios, and fee structures.
  • Delivery of a school investor pitch deck optimised for DFI and family office presentations.

The funding proposal was successfully submitted to three DFIs, two local banks, and an international impact fund. Multiple funding discussions followed, and the project secured R60 million in a combination of equity and debt within 10 weeks of final document delivery.

  • Secured R60 million in startup capital for land, capex, and operational setup.
  • Recognised by two DFIs as a “model education investment case.”
  • The model was adapted and reused a year later to cater for the rapid growth in school enrollments.
  • School opened doors within 14 months of the concept stage, on time and budget.
Get in Touch
Established in 2006, we have successfully written hundreds of bankable and world-class Business Plans for clients across 25 countries. As South Africa’s Leading Business Plan Company, we are confident that we would be able to assist you too. Kindly note that we also offer “Investor Pitch Decks”, “Excel-based Financial Models”, and “Proposal/Tender Writing Services” in addition to our Custom Business Plan Writing Service. Please visit our Services page for more information.

We look forward to being of service to you. Please feel free to contact our Founder, Dr Thommie Burger, on +27 79 300 8984 should you have any questions. He is also available via email and LinkedIn.

JTB – Your Business Planning Partner.
Financial Models
Looking for a Private School Financial Model Template?
Explore the 10-Year Private School Financial Model from Best Financial Models ― Comprehensive, Investor-Ready and Fully-Editable Excel Forecast.

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