Executive Level Business Plan

The executive level business plan is designed specifically to exceed lender underwriting guidelines, perfect for guaranteed SBA programs. The business plan is about 25-30 pages in length, includes color charts and graphs and consists of the following components:

Executive Outline and Financial Summary
Company Structure and Shareholder Description
Product and/or Services Descriptions
Market and Industry Analysis and Research (completed by in-house Research Team)
Marketing Plan with Key Objectives
Full 3 Year Financial Projection (Pro Forma) Including: Sales Forecast- Profit Statements, Profit & Loss, Balance Sheet, Cash Flow, Balance Sheet, Break Even Analysis, Funding Requirements, and Use of Proceeds

This business plan is for clients looking to start-up a new business or expanding an existing one. There hasn’t been an SBA rejection of the document because we write it exactly as they require per their government published guidelines. If you take this to the SBA and get declined solely on the business plan, we offer a FULL REFUND. We are that confident.

All of our business plans are customized from the ground up to fit our clients’ specific needs. We guide you through the process from start to finish. All of the writing, editing, research and the building of the financial model are done by the Team Members working intimately with you on your plan. No templates are used. Because we use a Team Plan Model there will be five Team Members with specialized skill sets working on your plan at one time. Utilizing this methodology assures that you receive a top notch expertly written and researched business plan, in a reasonable timeframe, at a tremendous value.
We work on a performance based agreement and break the fee into two payments; a 50% retainer to begin and the remaining 50% upon the first draft delivery. After completing the Question and Answers session, the results are compiled and sent for a round table review. Your project manager will follow up with you to set a time for an in depth interview. Then we get to work on your plan. After we deliver a draft, you have 3 weeks of UNLIMITED revisions so you can be assured you are completely satisfied with the final version.

Your Team includes: a Project Manager, a MBA in Finance, a Master in English, a Master in Marketing and a dedicated Researcher.