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Wise Business Plans® Overview

Wise Business Plans® offers a variety of business plan services and support options to new and established business owners, including graphic design, stand-alone market research, and management consulting. However, at the heart of Wise Business Plans® remains our professionally crafted business plans, which we tailor to each client with their specific goals in mind. Some of our most commonly requested business plan types include:

Bank Business Plans

A Bank Business Plan includes every piece of the planning puzzle that a bank loan officer would need to see before signing off on the funding. This plan focuses on professionally developed financials intended to show the ability to successfully pay back a bank loan.

Ideal for:Anyone seeking traditional bank funding or looking to secure a Small Business Administration (SBA) loan. Read More


Investor Business Plans

An investor business plan services will showcase Return on Investment (ROI) and offer a compelling description of the experience, commitment, and business acumen of the company’s leaders. This plan seeks to instill a sense of confidence in investors while also getting them excited about what your company has to offer. An investor business plan will show that the company has strong potential to reward those who invest while mitigating risk.

Ideal for: Anyone looking to work with venture capitalists, angel investors, or private investors that provide funding in return for equity in the company. Read More

Franchise Business Plans

A franchise business plan services will demonstrate how the location being funded is supported by the strength of the parent organization, while also demonstrating that the new location adds value to the over-arching company. Franchise business plans are a mix of information on the parent company and the franchise being funded; they place heavy emphasis on the market that would support the new location.

Ideal for: Anyone looking to fund a franchise. This kind of business plan can also help make a case for a new franchise location to the parent company, increasing the chances that your location will be approved. Read More


Strategic Business Plans

A strategic business plan is a valuable tool for business builders, allowing them to prepare for the future by aligning their business goals with their market, industry predictions and plans for structuring the company as it grows. This kind of business plan is a true roadmap to success that can help a savvy business owner define and meet goals more quickly by staying one step ahead of growing pains and economic turbulence. The plan is also commonly used for Mergers & Acquisitions (M&A).

Ideal for: Anyone who wants a goal-oriented strategy for growing a business quickly and strategically, while minimizing distractions and dead-end side projects. Read More

Nonprofit (501 (C)(3) Business Plans

Description: Rather than focusing on Return on Investment (ROI) or profit margins, a Nonprofit (501 (C)(3) business plan services are created to demonstrate good stewardship of funds received in support of the company’s mission. As with any other business plan, a nonprofit plan will include goals and market needs assessments, along with financials, but the mission of the plan will be to show that those leading the nonprofit have the experience, knowledge, and goals in place to manage funds received from any source.

Ideal for: Those looking to start a Nonprofit (501 (C)(3) organization. Read More


Merger & Acquisition (M&A) Business Plans

Merging your company with another, or taking on someone’s else’s business, means also merging your vision and goals with the dreams, concepts, and commitments of someone else. A professionally prepared Merger Business Plan Services can smooth the way, letting you get back to business fast. When two companies merge, two sets of leaders must also join their hopes and business dreams and the fruits of their hard work to create something new. We’ve got some insight into the plan and the process to make things a little less stressful. 

Ideal for: For business ventures merging or being acquired. Read More

Immigration Business Plans

Description: The United States offers several different visa programs allowing immigrants with valuable business skills to enter and work in the United States (Read below to learn more about each type of visa.) Immigration business plans must show that the person seeking a visa — as well as the company sponsoring the applicant or being created — meets very strict government guidelines about required skills and job creation.

Ideal for: Those looking to bring talent from another country to boost growth, or those seeking to immigrate to the United States for the purpose of creating a business.

Types of Immegration Business Plan

L-1 Visa
An L-1 visa is a non-immigrant, short-term visa, often used to allow company leaders or specialists to assist in specific initiatives. L-1 visas are available to employees of an international company with offices in both the United States and abroad. Read More
E-2 Visa
An E-2 visa is an investor visa, and it allows investors to enter and work in the United States. in order to direct and control a substantial investment in the company. This is a renewable visa. Read More
EB-5 Visa
An EB-5 visa allows investors to begin the process of becoming a permanent United States resident. This visa requires an investment of at least $1.8 million and the creation of at least ten jobs for American workers. In areas of high unemployment, the investment requirement drops to $900,000. Read More

Other Services

Wise Business Plans® offers a variety of stand-alone and supplemental services:

Industry Research Reports

A custom-researched, professionally written Industry Research Report from Wise puts the power to steer an industry in the business owner’s hands. When company leaders understand the forces shaping their market, they can see — and shape — trajectories and trends before they affect their business. Read More

Feasibility Studies

Understanding the viability of a business concept or project ahead of time saves time, money, and stress. A professional feasibility study from Wise is like a window into the future of the client’s business. Read More

Private Placement Memorandums (PPM)

A vital business document, a PPM is the key that opens the door to private investment transactions. Our writers work closely with business owners to ensure that each client’s Private Placement Memorandum is both compelling and compliant. Read More

Business Plan Printing

Our quality professional business printing technology means that we can print your business plan in color, small quantities, and still offer you the best value. Historically, business plan printing and design have been a hands-on, laborious process for both the supplier and the customer. This is no longer the case with our process. Simply said, we offer professional printing press quality at a low cost. Read More

Management Consulting

Wise Management Consulting examines the efficiency of each client’s operation from every angle, helping to set priorities and analyze processes to ensure that leaders are focusing on the right things at the right time. We also help clients create a forward-looking plan of action to ensure that an effective management culture can grow and thrive throughout the life of the organization. Read More

Logos, Flyers, And Brochures

Professional graphic designers and layout specialists work together to give your print and digital collateral that extra spark to get your business noticed. Business plan services include full business branding kits, logo design, flyers, brochures, and business cards, and digital graphics; please contact us with any of your design needs, and together we’ll work step-by-step to pair you with a partner who can help you create something amazing. Read More

Accounting And Payroll Services

Utilize a simple, convenient, and accurate online payroll service at a price small business owners can afford. All wage deductions and withholdings are done for you automatically; you simply enter your employees’ hours and pay. And the federal, state and local payroll taxes are calculated, filed, and paid on your behalf, with satisfaction guaranteed.

Attorney Support To Run Your Business

Move forward with confidence, knowing that you have the legal guidance you need to run your company. From the trivial to the complex, legal questions are a fact of life when you own a business. Our service partner offers online legal document preparation services for everything from estate planning to trademarks and incorporation with an easy 3-step process.

E-learning Resources

Wise e-Learning resources offer carefully researched information for small business owners. Aimed at busy entrepreneurs, our guides and workbooks include resources and action items that allow clients to take charge of their own learning experience while offering support, tips, and lessons in an easy-to-follow, efficient package. Read More


Business Assets

Business Funding