Prepare Your Business for Funding and Growth with Confidence

Get expert insights on business plan readiness or speak with a consultant to chart your next steps.

Evaluate Your Plan Speak with a Consultant

How It Works

Our simple 3-step process

Step 1: Evaluate Your Business Plan

We assess your plan for lender, investor, and USCIS readiness.

Step 2: Identify Your Funding Goals

SBA loans, capital raise, immigration filing, or strategic advisory.

Step 3: Get Expert Guidance

Speak with a senior consultant for actionable next steps.

Why Choose Us

your success is our priority

Approval-Ready Plans

Our process ensures your business plan meets lender and investor standards.

Financial Defensibility

Assess your cash flow and funding alignment.

Expert Guidance

Experienced consultants guide your next steps.

Flexible Options

Submit your plan or schedule a quick call — your choice.

Questionnaire

Disclaimer: Advisory/preparatory only. Not underwriting, investment advice, legal advice, or USCIS adjudication guidance.

1. Your Information (Unlock Your Report)

Full Name ?

Email Address ?

Phone Number ?

State (for local microloan resources) ?

Is this a Franchise? ?

Is this a Merger or Acquisition? ?

2. Business Basics

Legal Business Name ?

Entity Type ?

Industry ?

Time in Business ?

3. Business Traction & Momentum (Legitimacy Signals)

Do you have the proper business entity formed (LLC/Corp filed)? ?

Licensing/permits (as applicable) are complete? ?

Do you have a professional website? ?

Do you have a logo + branding (consistent identity)? ?

4. Intent (Funding vs Immigration) — IMPORTANT

Primary Intent ?

Immigration / Visa Path (if applicable) ?

5. Financial Snapshot

Revenue basis ?

Annual Revenue (last 12 months or estimated next 12 months) ?

Monthly Net Operating Cash Flow (estimate) ?

Existing Monthly Debt Payments (total) ?

Funding Amount Needed ?

6. Loan Terms (for Payment & Capacity Estimates)

Estimated Loan Term (years) ?

Estimated Interest Rate (%) ?

Debt Comfort Target (buffer) ?

7. Funding Use + Injection

Primary Use of Funds ?

Cash Injection / Down Payment (%) ?

Collateral / Asset Strength ?

8. Credit + Speed

Estimated Personal Credit Score ?

Any recent bankruptcies, tax liens, major collections? ?

How fast do you need the funds? ?

9. Documentation Readiness

How prepared are your documents? ?

10. Business Plan (Core — Weighted)

Do you currently have a business plan? ?

Plan Quality (self-assessment) ?

Do you have a financial model (P&L, cash flow, assumptions)? ?

11. Challenges & Advisory Needs

What challenges or business problems are you experiencing? ?

Do you want advanced forecasting/analytics support? ?

12. Confirm + Generate

Ready to generate your preview.

You’ll see a preview instantly. Full report unlock includes route rankings, best-fit plan type, advisory recommendations, traction upgrades, payment estimates, fix plan, and suggested sources.

What Our Clients Say

I cannot express the gratitude I have for Joe and the team. The follow up, proficiency & customer service is exceptional. My lender was also impressed with the details & graphics of my business plan.

Joe & Eric are very knowledgeable, easy to work with, and have an extremely fast response time. They are willing to go the extra mile in both customer service and researching for your business plan. I highly recommend them to anyone who needs a business plan; the end result is worth the money!

Thoroughly and professionally done! I was very impressed with Eric, who patiently answered my questions and helped me understand the plan. And the graphic design on my final plan is wonderful! It's been a great experience. Highly recommend.

I’m getting super great feedback on my business plan ! I’m very excited and extremely grateful for everything you guys have done for me.

Frequently Asked Questions

Do I need a business plan to get started?

How long does the review or call take?

What types of funding do you cover?

Is the consultation confidential?