Our plan producers bring expertise in lending, underwriting, and business ownership, designing each business plan to aid lenders in making swift, informed SBA financing and startup business financing decisions. Every plan is custom-tailored to meet the specific needs of your project and its intended audience—no cookie-cutter templates here! We focus on including the insights lenders value most, ensuring a streamlined, impactful presentation for every business journey. All business plans include financial projections.
A roadmap to success for the self-starter who doesn’t need investor or lender backing. This plan covers essentials like an Executive Summary, Company Overview, Owner's Bio, Mission and Vision, Industry Trends, Market and Competitive Analysis, Target Audience, Sales & Marketing Strategy, Future Expansion, Business Continuity, and Exit Planning. Perfect for entrepreneurs focused on organic growth and long-term strategy without external funding.
Includes everything from the Lite Plan, plus a Lender Letter, Loan Request Overview, and detailed sections on Operations, Pricing, Tools & Technology, and Management Structure—offering vital insights for lending decisions. Perfect for startups, SBA loan applicants, or anyone needing a detailed plan for funding or lease qualifications. This comprehensive package provides a robust, lender-ready business plan to support your growth and financing needs.
Everything from the standard plan, plus in-depth customization for multiple owners, markets, and niche industries requiring detailed research. Includes various financial projection models and options for diverse lending or investor approaches. Ideal for businesses with unique structures or expansion needs that require a comprehensive, tailored strategy.
Financial projections are among the most scrutinized parts of any loan application requiring forward-looking figures. Projections that are overly optimistic, far from industry benchmarks, may weaken lender confidence, while overly cautious numbers can raise concerns about a business’s growth potential. Our Stand-Alone Financial Projections find the balance, aligning realistic growth potential with industry standards to build lender confidence.
We provide 3-5 years of financial projections tailored to each client’s goals and informed by industry standards and market research. These projections combine your input with data-driven insights to create realistic and credible financial forecasts.
We provide 3-5 years of financial projections based on the historical financials of the business being acquired. With modest adjustments to reflect cost-saving measures and new revenue streams planned by the new owner, these projections offer a realistic, lender-ready forecast designed to support acquisition financing and strategic growth planning.
These 3-5 year projections cater to businesses with diverse revenue streams, complex COGS, or extensive expense categories, requiring detailed research on pricing and unique costs. Includes phased scenarios to reflect gradual revenue and expense changes, offering a comprehensive forecast for complex business needs.
Sometimes, clients bring projections from online freelancers or DIY efforts that need refinement. We’re here to help! With our expertise, we enhance these projections, ensuring they meet the standards lenders expect. Remember, quality matters—and not all financial consultants are equal.
A complete, well-organized loan application builds lender confidence, setting the stage for a smoother approval process. Missing information or errors can cause costly delays or even derail approvals. Our services ensure that all checklist items are thoroughly addressed and forms are completed accurately the first time. By presenting a comprehensive, error-free application, we help streamline your path to funding, saving you time and reducing stress.
We streamline the loan application process by organizing and renaming files to match lender preferences, handling standard forms like personal financial statements, business debt schedules, and loan applications. Clients provide essential documents—such as tax returns, financials, IDs, and bank statements—and we manage the rest. After review and electronic signature, all forms are securely transmitted to the lender, ensuring your application is complete, organized, and ready for fast processing.
We simplify your SBA application by organizing and renaming files per lender requirements and completing key forms, including personal financial statements, business debt schedules, and SBA-specific forms. Clients provide necessary documents, like tax returns, financials, and ID, while we handle the rest. All forms are securely transmitted to the lender, ensuring a thorough and compliant application package ready for swift processing.
Need help with just one or two forms? We can complete forms on your behalf or consult with you to ensure accuracy. Prices vary based on form complexity and time needed to gather information, so you can get exactly the support you need for a complete and accurate application package.
Before submitting a business loan application, several key factors need careful review. Our team assists with pre-qualification letters, financial analysis for prospective acquisitions, and assessing whether the target business can support the loan. We also evaluate your personal credit and debt-to-income ratio to identify strengths or potential hurdles. This pre-application support ensures you’re well-prepared, improving your application’s success and avoiding surprises in the process.
Will the business you plan to buy generate enough cash flow to cover the debt from the loan? We provide a detailed cash flow analysis to assess whether the business can support new debt, helping you make a confident, well-informed purchase decision.
Need a pre-qualification letter to make an offer on a business or real estate? We can provide a credit and cash flow review along with a pre-qualification letter, giving you a clear view of your purchasing power and readiness to make competitive bids.
Wondering if your personal credit is ready to support your entrepreneurial goals? Schedule a one-on-one, prepaid consulting session to review your credit in detail and understand what lenders see. We’ll help you identify strengths and areas to improve, so you’re better prepared for funding.
Our consulting services provide flexible support—hourly, monthly, or annually—customized to fit your business needs. Whether you need just an hour to tackle a specific form, monthly support to refine a concept or dive into an acquisition or improvement project, or long-term guidance to keep your business plan on track, we’re here to help. With consulting packages designed for various budgets and projects, we ensure you’re covered at every stage of your business journey.
Have questions about the SBA or business loan process? Stuck on a specific application question and just need a little guidance? Try our One Hour Consulting Service—no contract, no minimums, just expert advice when you need it. This flexible option gives you answers and support without long-term commitments, so you get the help you need, exactly when you need it.
Get your startup, acquisition, or expansion ideas organized and ready to launch or present with our flexible monthly consulting. Choose from weekly or bi-weekly sessions to keep your plans on track and prepared for lenders or investors. Starting prices cover consulting services only, ensuring you get the focused guidance you need on a month-to-month basis. $500 plan is for bi-weekly. Weekly plans start at $750.
Need more than just a sounding board? Our Long-Term Consulting includes weekly one-on-one sessions plus dedicated labor hours for research, strategy, and project-specific work. Perfect for in-depth support on startup, acquisition, or expansion projects, this option provides hands-on assistance beyond traditional consulting to help drive your plans forward with comprehensive resources and expertise.
Got a large project with many moving parts? Need time and research to turn a fledgling idea into a viable business? Or do you own a business that’s not quite ready for a CFO but needs financial and strategic support? Our Annual and Custom Consulting Packages offer long-term, in-depth assistance tailored to your needs. Schedule a complimentary call to explore how we can help bring your vision to life with expert guidance and structured support.
We don't work for the bank. We work for the borrower!
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