Business Plans

The plan your lender wants to see — with your real numbers in it.

Banks and SBA lenders do not fund ideas. They fund plans with numbers that add up. The Business Plan Pack builds that document with you, from templates that follow the structure lenders expect.

What is inside

Narrative plan

The business, the market, the location, and the plan for the first years — written plainly, in the order a loan officer reads.

Financial projections

Revenue, expenses, and cash flow projections built from your actual figures — purchase price, rent, startup costs — not template filler.

Startup cost schedule

Every dollar needed to open the doors, itemized: purchase and closing, equipment, inventory, deposits, licenses, and working capital.

Owner bio sheet

Your experience, presented the way a lender weighs it — relevant work history and the strengths you bring to this business.

Who it is for

It pairs naturally with the rest of the buyer suite: the Property Evaluation tests the price, the Viability Report tests whether the numbers work, and the Plan Pack puts those same numbers in front of your lender. Each piece can be bought on its own.

Flat fee, quoted up front in writing before any work starts. The price agreed is the price paid — it never grows mid-job. No subscriptions.

A business plan is a document, not a promise. Loan approval is the lender’s decision, and no plan can guarantee it.