Bank/SBA
Business Plan

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We help our clients refine their ideas and strategies, and mold them into
a viable plan of action.

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The Small Business Administration and banks have one thing in common with respect to lending-they are both risk-averse. Lenders want to know that a borrower has a solid understanding of the trajectory of the business, a strong business strategy, and a robust financial model. It goes without saying that without a well-written, well researched business plan, the chances of successfully obtaining a loan are slim.

Our team of advisors have decades of collective experience crafting business plans in compliance with all requirements set forth by banks, and the SBA. We start by creating a baseline and roadmap for the company, communicating the company’s purpose and vision with a clear & cohesive story, and creating the foundation of the financing proposal for the lender to use to evaluate the company.

Maxine B.

Sr. Business Operations Analyst

Not sure what you need? Our team can partner with you to figure that out.

Investor Introduction

Leverage our extensive global network of
angel investors

As part of our commitment to the success of every project, we connect our clients to Private Equity firms, venture capital firms, and Family Offices whose investment theses align with our client's business model.
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