Business Plans
Service Overview
At DirectPlan Consulting, we create custom business plans designed to support serious financing outcomes. Our work is built for entrepreneurs, business buyers, and growth-stage operators who need more than a basic written document. They need a plan that communicates clearly to lenders, investors, and other stakeholders, and that reflects the real financial and operational structure of the business.
Whether you are pursuing an SBA 7(a) loan, SBA 504 loan, financing an acquisition, raising private capital, or preparing for a major expansion, the business plan is often a central document that determines whether funders can evaluate the opportunity with confidence.
Our plans are designed to be lender-ready, professionally structured, and grounded in realistic assumptions. We do not use generic templates or filler language. Every engagement results in a plan that is tailored to your specific transaction, industry, and funding strategy.
Business plans start at $999, with pricing based on complexity, business model, and financing requirements.
How We Help
Free Consultation
We begin with a focused consultation to understand your business, funding objective, and transaction structure. This ensures the plan is aligned with the type of financing you are pursuing and built around a clear strategy from the outset.
Funding Structure Identification
We clarify how the project will be financed and present a clean, defensible capital stack. This includes the loan request, equity contribution, seller financing if applicable, and a clear explanation of how funds will be used.
Compelling Business Narrative
We develop a structured narrative that explains the operating model, target market, competitive position, and revenue drivers. The writing is built for lender and investor review, not marketing language.
Realistic Financial Projections
We prepare multi-year projections tied directly to operations. Revenue assumptions, cost structure, and cash flow are logically connected and support debt coverage and cash flow analysis.
Fundability Analysis
We identify and address key risk factors within the plan, including execution risk, leverage, and repayment capacity. The goal is to anticipate common underwriting questions before they arise.
Custom Tailored Plans
Each business plan is built from the ground up for the specific transaction. The final document is professionally formatted, lender-ready, and suitable for submission to banks, SBA lenders, or investors.
Impact on Clients
150+
Business Plans Delivered
Across the United States
$85M+
Capital Supported
SBA, USDA, private funding
80%+
SBA Application Approval Rate
Well above industry average
2-3 Weeks
Typical Turnaround Time
Efficient process to meet your deadlines
Insights & Case Studies
Franchise Expansion with SBA 7(a) Loan
Secured $450K financing with fundability review and projections for a multi-unit franchise operator.
Franchise Expansion with SBA 7(a) Loan
Secured $450K financing with fundability review and projections for a multi-unit franchise operator.
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
