Whether you're raising investor capital, applying for an SBA loan, securing an immigration visa, or scaling your company - our business plans clearly tell your story, backed with credible market data, and realistic financials that investors and decision-makers expect to see.
We design pitch decks that do more than look great - they tell your story with clarity, confidence, and credibility. Whether you're raising your first round, pitching a new division, or presenting to partners - we help simplify complex ideas into a clean, compelling storyboard that investors can understand and get excited about.
Every deck is custom-built to match your brand, your voice, and your business model. From slide structure to financial summaries, we align visuals and messaging to drive engagements and action.
A great business idea is just the beginning - how you run the day-to-day usually determines whether it works. Our customized operational plans turn abstract goals into tangible action, helping you define how your business will function, grow, and acclimate. Whether you are building from scratch or refining an existing process, we give your operations the structrure and process needed to scale with confidence.
From go-to-market strategies, to staffing and succession planning, to service workflows, vendor management, and inventory control - our operational plans will guide the strategic execution. Every plan is developed through collaborative discovery to align with your business model, industry, and resources - so you're not just running your business, you are running it well.
We have spent years fine-tuning our engagement process to make it as quick, simple, and frictionless as possible for every customer.
Once you have spoken with a team member and decide to move forward, we will have you accept a Statement of Work (SOW), sign an NDA (optional), and pay 50% of your project fee in advance as a deposit. The remaining balance will be billed on delivery of the final version of your plan.
We begin your project with a kickoff video call and provide you with our questionnaire designed to capture the details of your business, goals, and objectives. This collaborative session helps us tailor every part of your plan from the start, ensuring it's aligned with your vision and purpose.
Our team conducts in-depth research into your industry, market trends, competitors, market territory, and unique customer segments. We only use verifiable market research data to build a solid foundation that reinforces your business model and instills investor confidence.
We develop an initial draft of your plan (no financials) that establishes the structure, flow, and storyline of your business plan. You'll have the opportunity to review this early version and provide input on tone and direction so we can align the plan with your voice and objective.
We develop custom financials based on your business model, pricing, market, and growth strategy. This includes three to five years of revenue forecasts, operating costs, break-even analysis, and profit projections - all designed to be both realistic and investor-ready.
The second draft of your plan incorporates your feedback while fully developing the complete narrative including financials (proforma). We refine messaging, add visual elements, and strengthen the overall storyline to ensure the plan is persuasive, complete, and professional.
We usually schedule a final review session to walk through your completed plan together and ensure everything is aligned. We will discuss any outstanding questions, small refinements, and ensure you are equipped to present the plan and confidently summarize the financial projections.
We professionally polish and format your business plan for readability, flow, and presentation impact. Whether it is for investors, lenders, leasing agents, or internal stakeholders - we ensure the final version is clean, cohesive, and ready to impress the intended audience.
Once approved, we deliver your business plan in the format(s) you need - either MS Word, Google Docs, and/ or as a PDF. You walk away with a professionally developed, fully editable document you can use immediately and update as your business needs adjust and evolve.
Most business plans are completed within 10 to 14 business days, depending on objectives, complexity, and the customers ability to respond and review information in a timely manner during the process.
We never use AI to write business plan content or use generic templates. We have specially designed document structures proven to work, and we do use a specialty AI-tool to assist with market research.
Yes - our team develops realistic, data-driven 3-5 year financial models aligned with your business goals.
Yes, we offer pitch decks, investor one-pagers, coaching sessions, operational addendums and plans, marketing plans and services, and ongoing advisory to help you confidently execute your strategy.
Yes. We work with hundreds of founders, businesses, and entrepreneurs around the globe including the USA, Canada, Sout America, Europe, the UK, Australia, Asia, and the Middle East and Africa (MEA).
We can write business plans to support a variety of needs including raising investor capital, securing SBA loans, supporting immigration/ visa applications, finalizing leases, partnerships and aquisitions, and more.
We include up to three review cycles to ensure your plan reflects your feedback and evolving strategy. Should you need to make changes after final delivery, we can make any needed adjustments for a nominal fee.
Absolutely! All shared data is kept confidential and used solely for creating your business plan. We have a Non-Disclosure Agreement (NDA) to use with customers who prefer to have something in writing.
We can include financial models, executive bios, charts, tables, and appendices such as market data or research summaries - whatever helps strengthen your case.
Definitely - our process is designed to guide you step-by-step, starting with a kick-off interview and strategic discovery. We also offer one-time and ongoing coaching and advisory services.