Wise Business Plans: Frequently Asked Questions (FAQs)

Welcome to our comprehensive FAQ hub, designed to help entrepreneurs, startups, visa applicants, and franchise buyers quickly find clear, reliable answers. We've supported clients across 400+ industries with lender-ready, investor-grade, and USCIS-compliant business plans—so if your question isn't here, reach out to our expert team anytime.

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Frequently Asked Questions​

Why Entrepreneurs, Lenders, and Attorneys Trust Wise Business Plans?

Wise Business Plans is America’s trusted authority in professional business planning, helping entrepreneurs, startups, and established companies craft fundable, lender-ready, and immigration-compliant business plans. Backed by U.S.-based MBA consultants and financial experts, we serve as a strategic advisor to thousands of businesses across 400+ industries.

Who We Help?

  • Startup founders & serial entrepreneurs
  • Strategic business growth and expansion
  • Immigration visa applicants & attorneys
  • Franchise buyers & franchisors
  • Bank loan applicants & M&A advisors

Why Wise Is the Business Plan Industry Leader

Recognized as a top-tier provider of custom business plans, Wise Business Plans has helped clients raise over $2 billion in funding through SBA loans, private investors, and venture capital.

Attorneys, SBA lenders, and franchisors consistently refer clients to Wise for plans that meet real-world expectations—not just templates or theory.

  • Investor-Grade Plans that win attention and capital
  • Bank & SBA Loan Plans with bulletproof projections
  • Immigration Business Plans trusted by top law firms (E-2, L-1, EB-5, EB-2 NIW)
  • Franchise & Strategic Growth Plans to guide expansion and exit

We don't just deliver documents—we guide your business toward credibility, compliance, and funding success. Every plan is built with financial logic, persuasive market analysis, and professional design to inspire confidence with stakeholders.

Wise Business Plans operates with transparency, credibility, and expertise you can trust.

Our Partners

Business Plan Fundamentals

We provide fully custom business plans for a range of purposes: SBA or commercial loans, investor pitches, franchise applications, and immigration visas (E‑2, L‑1, EB‑5, EB‑2 NIW). Every plan is built by U.S.-based MBA consultants and financial analysts, with deep industry research and professional formatting.

At Wise Business Plans, we make the planning process simple, strategic, and stress-free. Here's how it works:

1. Fill Out a Quick Intake Form
Tell us about your business, goals, and funding needs through our secure online questionnaire.

2. Kickoff Call With Your Assigned MBA Consultant
We match you with a dedicated U.S.-based consultant who will walk through your project details and answer any questions.

3. Strategic Plan Drafting Begins
Based on your input, our team creates a tailored business plan—complete with research, strategy, and financial projections.

4. Review & Revisions
You'll receive a first draft for feedback. We collaborate with you to make any needed changes until the plan is exactly right.

5. Professionally Designed Final Plan
Once approved, we apply a polished, pitch-ready design to your plan—perfect for lenders, investors, franchisors, or immigration officers.

Delivery Time: Standard turnaround is 10–14 business days. Need it faster? We offer rush delivery options as quick as 3–5 business days.

Yes—our SBA loan plans include detailed 5‑year projections, cash flow analysis, break-even points, collateral documentation, and use-of-funds schedules that meet SBA (7a/504) and commercial bank underwriting standards.

Startup & Investor Plans

Absolutely. We offer optional pitch deck creation to complement your business plan, ensuring consistency in funding materials and strategy for presentations to investors, accelerators, or strategic partners.

Our team has written investor-grade plans for software (SaaS, fintech), consumer goods, healthcare, real estate, e-commerce, franchise enterprises, and more—totaling experience across 400+ industry verticals.

Immigration & Visa Business Plans

Yes—we specialize in immigration business plans for E‑2, L‑1, EB‑5, EB‑2 NIW, and E‑1 categories. Our plans follow Matter of Ho guidelines, include economic impact modeling for EB‑5, and are rigorously vetted for USCIS review.

Cost & Turnaround

Prices vary by complexity and purpose:

Pricing is based on the scope, complexity, and purpose of your business plan. Whether you're applying for an SBA loan, pitching to investors, pursuing an E-2 visa, or buying into a franchise, our consultants tailor each quote to your unique needs.

You can receive a free, no-obligation quote online using our proprietary project intake form, or speak with one of our U.S.-based experts directly by calling (800) 496‑1056.

At Wise Business Plans, we believe clarity and transparency matter—no hidden fees, just expert business planning built around your goals.

Standard turnaround is 10-14 business days. For urgent needs, choose our rush option (7 business days)—let us know at the start, and we'll prioritize your project.

Working With Wise

  • Custom PDF and Word versions
  • Editable Excel financial projections
  • (Optional) Pitch Deck, logo design, or economic impact report

Yes—revisions are included within the project scope. We allow two weeks to make sure you are fully satisfied.

Expect consistent communication: kickoff and draft review calls, email updates, and access to your dedicated project manager throughout the process.

Financials, Updates, and Customization

Yes. Every Wise business plan includes detailed 5-year financial projections (income statement, balance sheet, and cash flow). For investor plans or M&A projects, we also provide valuation modeling, cap tables, and use-of-funds summaries tailored to your capital raise or acquisition strategy.

Absolutely. Business plans are living documents. If your operations, market, or goals shift, Wise offers update packages and refresh services—especially useful before funding rounds, loan renewals, or franchising expansions.

We recommend tailoring plans to specific audiences. However, many of our clients use the same core business plan, customized slightly to target different funding or immigration purposes. We can help with those adaptations.

Templates and AI tools lack industry nuance, proper formatting, and investor-lender expectations. Our plans are handcrafted by U.S.-based MBA writers with industry data, financial logic, and persuasive narratives that meet the real-world expectations of banks, investors, and USCIS reviewers.

Yes. Wise Business Plans has longstanding partnerships with immigration law firms, SBA lenders, and franchise consultants across the U.S. If you're a professional referring clients or needing plan support, we offer custom affiliate and white-label services as well.

Still Have Questions?

Our team is here to help—every question is important. Either fill out the form with your inquiry or call us at 1-800-496-1056.