Business plan
A focused narrative covering the business, market evidence, operations, ownership, funding request and risks.
The story behind the numbers.
The SBA Loan planning package · Coming soon
A business plan built around your information.
A planned package of connected documents to explain your business, financial assumptions and funding request. Use your own information and your lender’s instructions to identify what is supported and what still needs work.
Personalized preparation is not available yet. No orders or payments are accepted here.
Independent document preparation. No SBA affiliation or guarantee of financing.
Business planExcel financial modelFunding documentsOne coordinated case
What you are preparing
Three parts. One business case.
Each part should tell the same story: what you are opening, how it will work, how much funding it needs and what supports repayment.
Financial model
Opening budget, revenue drivers, five-year projections, monthly cash flow, debt schedules and demand scenarios.
The numbers behind the story.
Funding preparation
Lender summary, sources and uses, assumptions and scenarios, plus a tailored document checklist and evidence register.
The evidence behind the request.
More than a narrative
Show where the money goes.
Explain how it comes back.
The proposed package connects the request to a costed project and a monthly cash forecast. Supporting documents make the assumptions and remaining evidence gaps visible.
Read the document checklistLender summaryThe business, the request and the repayment case.
Sources & usesOpening expenditure, cash reserve, debt and owner funds.
Assumptions & scenariosInput evidence, estimates and lower-demand outcomes.
Document checklistOwner records, third-party evidence and next actions.
The planned workflow
From an idea to a package you can explain.
- 01
Define your project
Your format, location, opening scope, owner role and funding goal.
- 02
Bring your evidence
Local research, supplier quotes, site details and your own contribution.
- 03
Build & test the numbers
Connect operating inputs, monthly cash, financing and demand scenarios.
- 04
Review the package
Check the draft, resolve evidence gaps and prepare for a lender discussion.
Try the planning logic now
Open a worked example.
Explore a full illustrative business case before the personalized app launches. Follow the same assumptions through costs, profitability, funding and the plan.
Package & pricing
Know exactly what the package covers.
One business project, with the plan, model and supporting funding documents built around a shared set of inputs.
Purchase format and final terms will be published before orders open.
Delivery timing, access period, revision limits and customer terms will be confirmed before launch. Read the refund and cancellation information and current site terms.
Business Planning Package
A planned business plan, financial model and funding documents based on your information.
Price announced at launch
- Business planPDF + editable document
- Financial modelEditable Excel workbook
- Lender summaryFunding request + sources & uses
- Assumptions & scenariosEvidence and demand sensitivity
- Document checklistRecords and next steps
Personalized preparation is not available yet. No order or payment.
Work from your lender’s written checklist
The planned preparation process will map a supplied checklist to draft sections and supporting records. Each item should show its checklist version, available evidence and unresolved action. Without a checklist, the package follows a general planning structure and cannot be described as checked against a particular lender’s requirements.
This mapping organizes preparation; it does not establish eligibility, acceptance or approval. Receiving a record or checking that numbers agree does not authenticate the record. You will need to review the draft and identify corrections; unresolved questions remain visible.
Start with your business.
Prepare a planning brief for your project.
The personalized plan generator is being built. You can prepare the information it will need:
- Your business format, location and opening scope.
- Supplier quotes, operating assumptions and owner contribution.
- Your funding goal and any instructions from your lender.
No order is placed and no payment is taken here.
Before you decide
Your questions, answered.
Is the personalized application available?
Not yet. The public research, business cases and calculators are available now. Personalized document generation is the next development stage; this page describes its planned scope.
Is this a subscription or a one-time purchase?
Purchase format and final terms will be published before orders open.
Will I be able to edit the documents?
The planned package includes an editable business-plan document and an Excel financial model, alongside readable PDF outputs. Exact formats and access terms will be confirmed before launch.
What do I need to provide?
Your business format, location, owner experience, scope, available contribution, quotations, demand evidence and any instructions from your lender. Existing businesses will also need genuine operating records.
Does the package guarantee financing?
No. It prepares a planning case and supporting documents. The lender makes its own decision. It does not submit a loan application, create bank statements or tax returns, or replace lender-specific forms and independent review.
Can I use the free examples as my finished plan?
They are educational cases for specific fictional businesses. Use them to understand the structure and calculations; replace their assumptions with evidence for your own project.