About Us
Mission & History
DirectPlan Consulting was founded to help entrepreneurs, business buyers, and growing companies navigate the complex process of securing capital. We specialize in building lender-ready business plans that don’t just check boxes—they position your business to succeed with investors, banks, and SBA programs.
Our mission is to bridge the gap between vision and fundability with plans that reflect real-world financing structures, market realities, and your unique goals. Every project starts with a no-cost consultation, ensuring alignment from the start.
DirectPlan By The Numbers
$500K–$5M
Typical funding range supported per project
Typical funding range supported per project
$999+
Starting price for custom business plans
Starting price for custom business plans
20+
Industry sectors served nationwide
Industry sectors served nationwide
1, 2, 3!
Offices Worldwide
Offices Worldwide
What Sets Us Apart
DirectPlan Consulting stands apart by combining financial expertise with founder-level insight. Our team includes former commercial lenders, underwriters, startup operators, and fundraising advisors who understand the full picture—from the entrepreneur’s goals to the lender’s checklist.
We design every plan to do more than just look good on paper. That means building credible, data-backed projections; aligning funding structures with real-world loan programs; and crafting narratives that anticipate what banks, SBA reviewers, and investors want to see. We work hands-on with every client to make sure the business plan reflects your strategy, capital stack, and operating reality—not just a generic outline of your idea.
Because we understand both sides of the funding table, we help clients avoid common pitfalls, anticipate financing roadblocks, and build a plan that truly positions them to succeed.
Our Core Values
Meet the Team
We’re a small but experienced team of professionals with backgrounds in banking, startups, and small business consulting. Each team member brings a mix of strategic insight and financial know-how to every project, allowing us to bridge the gap between your goals and the expectations of lenders or investors.
Sarah Johnson
Founder & CEO
Sarah Johnson
Founder & CEO
Sarah Johnson
Founder & CEO
Sarah Johnson
Founder & CEO
Our Approach
Initial Consultation (Free)
We start every engagement with a no-cost consultation to understand your business, funding needs, and goals. This helps us assess feasibility and align on the best path forward.
Plan Development
We conduct targeted market and financial research, develop realistic projections, and build a narrative that aligns with funder expectations. Throughout, we collaborate with you to ensure the plan reflects your strategy.
Review & Delivery
Every plan goes through a detailed internal review before being delivered in a clean, editable format. We offer support after delivery to help you refine the plan, respond to lender feedback, or adjust your approach if needed.
Client Success Stories
DirectPlan helped us secure a $1.2M SBA loan when we were about to give up. Their business plan made all the difference.
Jason Miller
CEO, Urban Roasters
DirectPlan helped us secure a $1.2M SBA loan when we were about to give up. Their business plan made all the difference.
Jason Miller
CEO, Urban Roasters
DirectPlan helped us secure a $1.2M SBA loan when we were about to give up. Their business plan made all the difference.
Jason Miller
CEO, Urban Roasters
Our Impact
500+
Funding Deals Closed
$200M+
Capital Secured
92%
Funding Success Rate
18
Industry Sectors Served
Resources
SBA Loan Application Guide
Step-by-step guidance for navigating the SBA loan process successfully
Download
SBA Loan Application Guide
Step-by-step guidance for navigating the SBA loan process successfully
Download
SBA Loan Application Guide
Step-by-step guidance for navigating the SBA loan process successfully
Download
