Step 1
Choose a package and pay
Pick the package that matches how you'll use the plan. Ordering is not open on this site yet, so there is no checkout and no payment receipt.
Step 2
Answer the intake questionnaire
Plain-language questions about your business, your customers, and your numbers. It is planned to take about 15–20 minutes for a One-Page Plan and 35–50 minutes for a Lender-Ready or Investor Plan, plus time to find documents. "Not sure" is always an acceptable answer. The questionnaire is not on this site yet.
Step 3
Market research, cited
We research your industry, local market, and competitors using public sources. The market figures we use are cited, so you, your lender, or an investor can check them.
Step 4
Your financial model, in Excel
We build a formula-driven Excel model from your answers, your uploads, and the research. Every assumption is labeled as coming from you, from research, or as an estimate. Lender plans include sources and uses, loan payments, debt service coverage (DSCR), and break-even. Investor plans include scenarios, unit economics, and use of funds.
Step 5
The plan draft
Your plan is drafted from your answers, the research, and the model, in the structure your package calls for.
Step 6
QA review
Every draft is checked against a lender and investor checklist: numbers match the model, market claims have sources, required sections are complete, and no promises are made that a plan can't keep.
Step 7
Final review and approval
Every plan gets a final review and approval before delivery.
Step 8
Delivery
You get your Word plan, a PDF copy, and your Excel model (plus a PowerPoint deck for the Investor Plan). How files are delivered will be described when ordering opens.
Step 9
Optional annual update
Each year we can refresh your plan with your latest results and new research, so it's current when a renewal, review, or new opportunity comes up.
How long it takes
| Package | Turnaround after your questionnaire is complete |
|---|---|
| One-Page Plan | Turnaround coming soon |
| Lender-Ready Plan | Turnaround coming soon |
| Investor Plan + Deck | Turnaround coming soon |
| Annual Update | Turnaround coming soon |
Have a deadline? When ordering is open, tell us the date and we'll let you know if it's tight. No turnaround is promised until one is set.
What we do, and what we don't
We do
- Research your market and cite our sources
- Build an editable Excel financial model
- Write and format your plan for how you'll use it
- Check it against a lender and investor checklist
- Review and approve it before delivery
We don't
- Arrange, broker, or guarantee funding, loans, or investment
- Contact lenders or investors for you
- Make or influence any approval decision
- Give legal, tax, accounting, or investment advice
- Sell your information or share it with lenders or investors
Your part
- Give honest answers. Estimates are fine; tell us when something is a guess.
- Review your plan when it arrives and ask for changes within Revision terms coming soon.
- Decide who receives your plan. We don't send it to lenders or investors for you.