Business Plan & 5-Year Financial Model to Secure Funding

Professional Business Plan & 5-Year Financial Model to Secure Funding

Are you seeking funding through SBA, USDA, or private investors? A compelling, lender-ready business plan isn’t just a document — it’s your first real pitch. I specialize in writing business plans that get funded.

With over 7 years of industry experience and more than 1,000 business plans successfully delivered, I’ve helped startups and small businesses raise millions in capital through government-backed loans, grants, and private investment.

What sets me apart? I’m not just a writer — I’m also an SBA Loan Broker who works directly with lenders, underwriters, and funding agencies. I understand exactly what decision-makers are looking for, and I tailor each business plan to meet both stringent lending criteria and the unique strategic vision of your business.

What You’ll Receive

 Comprehensive, Lender-Ready Business Plan

• Executive Summary

• Company Overview & Mission

• Market Research & Industry Analysis

• Competitive Landscape

• Marketing & Sales Strategy

• Operations Plan

• Management & Organizational Structure

• Funding Requirements & Use of Funds

• Exit Strategy (for investor-facing plans)

 5-Year Financial Model (Investor-Grade)

• Pro Forma Income Statement (P&L)

• Cash Flow Statement

• Balance Sheet

• Break-Even Analysis

• Key Financial Ratios

• Detailed Assumptions

• Customizable Excel Model (fully editable)

Why Clients Choose This Service

• Lender Insight: Direct experience working with SBA, USDA, and commercial lenders

• Proven Track Record: 1,000+ plans written with a high funding success rate

• Tailored Approach: No templates — each plan is custom-built for your business and goals

• Investor-Ready: Clear, professional language, visuals, and formatting for pitch decks, grant applications, or investor meetings

• Speed & Collaboration: Fast turnaround and direct communication throughout the engagement

Ideal For:

• Startup founders seeking SBA/USDA loans

• Entrepreneurs preparing for investor pitches

• Small businesses expanding into new markets

• Franchise applicants

• Nonprofits applying for grants or government funding

If you’re serious about raising capital, don’t leave your business plan to chance. Let’s work together to create a plan that gives investors and lenders the confidence to say yes.