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.
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.

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

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

Documentation that answers the credit questions banks ask before approval.

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

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

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

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

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

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

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

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

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

Concise executive summaries designed for a first investor conversation.

Government and enterprise contracting documents that win shortlists.

Positioning and proof points packaged for enterprise sales conversations.

Professional web presence that matches the credibility of your plan.
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.