Our services

Business Planning & Growth Services

From SBA and investor plans to financial models, pitch decks, and contracting documents — every engagement is researched, written, and modeled by senior consultants for a specific audience and decision.

Our services

Business Planning & Growth Services

From SBA and investor plans to financial models, pitch decks, and contracting documents — every engagement is researched, written, and modeled by senior consultants for a specific audience and decision.

SBA Business Plans

Lender-compliant plans structured to meet SBA 7(a) and 504 underwriting requirements.

Investor Business Plans

Narrative and financials built for angel, VC, and private equity due diligence.

Bank Loan Business Plans

Documentation that answers the credit questions banks ask before approval.

Startup Business Plans

Market-validated roadmaps that take a new venture from concept to launch.

Franchise Business Plans

Unit-level economics and territory analysis for franchise approval and financing.

Acquisition Business Plans

Valuation context, transition planning, and post-close projections for buyers.

Expansion Business Plans

Growth cases for new locations, product lines, and market entry.

Immigration Business Plans

E-2, EB-5, L-1, and EB-2 NIW plans prepared to USCIS evidentiary standards.

Financial Projections & Feasibility

Five-year models with assumptions, sensitivity, and break-even analysis.

Pitch Decks

Investor-grade decks that tell a disciplined, fundable story in 12 slides.

Grant Business Plans

Applications aligned to funder priorities, impact metrics, and budgets.

Nonprofit Business Plans

Program design, funding mix, and governance documentation for nonprofits.

One-Pagers

Concise executive summaries designed for a first investor conversation.

Capability Statements

Government and enterprise contracting documents that win shortlists.

Sales Decks

Positioning and proof points packaged for enterprise sales conversations.

Website Development

Professional web presence that matches the credibility of your plan.

Get Started

Tell us the decision you need a yes on

A lender, an investor, a franchisor, and a USCIS officer all read a business plan differently. On a short consultation we will identify the right document set for your audience and quote a fixed scope.