Business Plan for SBA, Bank or Grant Funding
25-35 page custom-built plan in 5 business days
3 Professional Consultants work on your plan
Guaranteed to surpass SBA guidelines
Best financial models in the industry
In 2023, the U.S. Small Business Association (SBA.gov) reported fiscal-year loan funding of nearly $52 billion, up from less than $45 billion in 2022.
This includes $27.5 billion in small business 7(a) loans, reaching pre-pandemic levels and funding more than 39,000 loans.
Bank, Grant or SBA Business Plan
The Level 2 generally includes a 25-35 page, Custom Business Plan with a full business description, market summary, marketing plan and comprehensive Excel-formatted financial projections. It is provided in Microsoft Word and accompanied by a custom-built Excel spreadsheet. The Level 2 Business Plan is guaranteed to exceed the requirements and expectations of banks and the Small Business Administration. This package includes up to 5 free revisions during a 30 day period.
Our Level 2 business plan will work for start-up companies and existing companies where a loan is required. The document will work for any type of company structure: Corporation, LLC, Partnership, and more.
An average Level 2 plan will include the following 25 sections:
Cover Page
The cover page generally has your company logo, your contact information including name, address, telephone number, and e-mail address.
Mission Statement
A clear and concise statement defining your company’s mission.
Table of Contents
We build our business plans with a linked table of contents that is done in a manner so that if any changes are made to the text, the page numbers can quickly be updated.
Executive Summary
A summation of the business plan and the first thing an investor will read, the executive summary entails the market need, the solution the company will bring to it, and how it will accomplish this. It includes a short description of the company’s products and services, the size of the relevant market, how the company is uniquely suited to succeed, and the amount of investment being sought. Usually one or two pages in length, it is a brief yet important opportunity to persuade the reader to delve deeper into the document. This section is done by our business plan consultants.
Objectives
This section generally includes bullet points of your company’s goals. These goals may include market capture rate, financial profitability timelines, and new product launch dates.
Keys to Success
A listing of the steps required to achieve the company’s stated mission.
Company Summary
This section includes information regarding where the company will be located and how the company will be structured.
Company Ownership
A summation of the principal owners and their company share.
Pre-Operating Source and Use of Funds
The pre-operating source and use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company’s business objectives. The pre- operating expenses and funding occur before the company receives revenue. This section is completed by our financial consultants.
Products and Services
This section describes the company’s offering in the marketplace. It presents standard product and/or service descriptions, and how these differentiate the company from what is currently on the market. This is also the area to detail any proprietary products or processes, intellectual property, exclusive designs, patents, or other innovative offerings. If relevant, it will outline why the management is especially suited to bring the product to market, grow the company, help turn it around, etc. This section is done by our business plan writers.
Market Summary
Detailed information on the company’s immediate surroundings including population, households, families, age, income, and other useful statistics. Tables and graphs are used to display the information above. This section is done by our business plan researchers.
Demographics Summary
This information includes a variety of data collected by the U.S. Census Bureau and customized to the individual business and location. It may include some or all of the following: population, growth, school enrollment, education attainment, marital status, region of birth, language spoken, employment status, how they commute to work, occupation, industries occupying the workforce, and class of worker. This section is done by our business plan consultants.
Industry Analysis
This section includes information on U.S. sales per state and sales per employee per state. Specific information for your state and city will be detailed in a custom table.
Marketing Strategy/Implementation
Marketing initiatives and a web operations summary are detailed here. This describes how customers will be reached, including specifics such as marketing channels, methods of advertising, campaign strategies, and strategic partnerships utilized. This section is done by our business plan writers.
SWOT Analysis
The SWOT analysis is included to provide an honest assessment of a company’s strengths, weaknesses, opportunities, and threats. It explains internal and external factors, and positive and negative forces affecting your company. This helps investors see the current state of a company and it also is an excellent tool for self- assessment.
Management Summary
The history of the company and its owners is explored, including how they will use their experience to implement successful business strategies. For larger operations, this will include a summary of management gaps as well. This section is done by our business plan writers.
Financial Summary
Provides an overview of your financial situation and financial projections. This section is completed by our financial consultants.
Revenue Forecast
The revenue forecast section details the revenue that the company will receive and the direct costs. Comprehensive graphs illustrate the amount of revenue and gross margin each line item contributes. This section is completed by our financial consultants.
Personnel Forecast
The personnel forecast breaks down the payroll expense line on the income statement, and provides total headcount, average salary per category and total pay per category. This section is completed by our financial consultants.
Income Statement
The income statement is also known as a profit & loss statement. This table breaks down revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom- line earnings for the first five years. This section is completed by our financial consultants.
Statement of Cash Flow
The statement of cash flow illustrates the company’s cash received and cash spent for a five-year period. The table is broken down into three main categories: operating, investing, and financing. The operating activities report the company’s business operations. Investing activities detail the company’s property, plant, and equipment transactions. Financing activities account for the company’s paid-in capital and debt. This section is completed by our financial consultants.
Balance Sheet
The balance sheet includes the company’s assets, liabilities, and shareholders’ equity for a given time-period. This section is completed by our financial consultants.
Break-Even Analysis
The break-even analysis details two different break-even points. The operating break-even accounts for the company’s revenue and expenses on the income statement. This section is completed by our financial consultants.
Best and Worst Case
The best-and-worst-case analysis illustrates what the company’s financial statements might look like with an increase or decrease in revenue. This section is completed by our financial consultants.
Appendix – Year 1 Financials
Year 1 monthly forecast illustrates the company’s first 12 months, after the pre-operating stage. This section is completed by our financial consultants.
Contact a consultant at
1-800-984-7639
Request a Quote & Sample
Fields marked with an * are required
Our Process
Let’s talk
Tell us about your venture and needs. The more specific the better.
Now, we begin
After a 50% retainer is paid and both parties sign a non-disclosure agreement, our business plan consultants get to work.
Details, Details, Details
A thorough questionnaire ensures we have all your goals, business plans and specific requirements for the business plan consultants.
Make it pretty
Select from several free designs and color schemes to further customize your business plan writing.
Teamwork
A Business Plan Writer, Researcher and Financial Modeler build your business plan.
Polish to perfection
You get your plan (after the remaining 50% is paid) and have 30 days to request FREE changes to the document.
Customer Testimonials
Our customers love us, see what they have to say.
SBA, Bank or Grant Business Plan
The Level 2 generally includes a 25-35 page, custom-written Business Plan with a full business description, market summary, marketing plan and comprehensive Excel-formatted financial statements. It is provided in Microsoft Word and accompanied by a custom-built Excel spreadsheet. The Level 2 Business Plan is guaranteed to exceed the requirements and expectations of banks and the Small Business Administration. FREE revisions are included with this package.
Our Level 2 business plan will work for start-up companies and existing companies where a loan is required. The document will work for any type of company structure: Corporation, LLC, Partnership, and more.
Request a Quote & Sample
Fields marked with an * are required
An average Level 2 plan will include the following 25 sections:
Cover Page
The cover page generally has your company logo, your contact information including name, address, telephone number, and e-mail address.
Mission Statement
A clear and concise statement defining your company’s mission.
Table of Contents
We build our business plans with a linked table of contents that is done in a manner so that if any changes are made to the text, the page numbers can quickly be updated.
Executive Summary
A summation of the business plan and the first thing an investor will read, the executive summary entails the market need, the solution the company will bring to it, and how it will accomplish this. It includes a short description of the company’s products and services, the size of the relevant market, how the company is uniquely suited to succeed, and the amount of investment being sought. Usually one or two pages in length, it is a brief yet important opportunity to persuade the reader to delve deeper into the document. This section is done by our business plan writers.
Objectives
This section generally includes bullet points of your company’s goals. These goals may include market capture rate, financial profitability timelines, and new product launch dates.
Keys to Success
A listing of the steps required to achieve the company’s stated mission.
Company Summary
This section includes information regarding where the company will be located and how the company will be structured.
Company Ownership
A summation of the principal owners and their company share.
Pre-Operating Source and Use of Funds
The pre-operating source and use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company’s business objectives. The pre- operating expenses and funding occur before the company receives revenue. This section is completed by our financial consultants.
Products and Services
This section describes the company’s offering in the marketplace. It presents standard product and/or service descriptions, and how these differentiate the company from what is currently on the market. This is also the area to detail any proprietary products or processes, intellectual property, exclusive designs, patents, or other innovative offerings. If relevant, it will outline why the management is especially suited to bring the product to market, grow the company, help turn it around, etc. This section is done by our business plan writers.
Market Summary
Detailed information on the company’s immediate surroundings including population, households, families, age, income, and other useful statistics. Tables and graphs are used to display the information above. This section is done by our business plan researchers.
Demographics Summary
This information includes a variety of data collected by the U.S. Census Bureau and customized to the individual business and location. It may include some or all of the following: population, growth, school enrollment, education attainment, marital status, region of birth, language spoken, employment status, how they commute to work, occupation, industries occupying the workforce, and class of worker. This section is done by our business plan writers.
Industry Analysis
This section includes information on U.S. sales per state and sales per employee per state. Specific information for your state and city will be detailed in a custom table.
Marketing Strategy/Implementation
Marketing initiatives and a web operations summary are detailed here. This describes how customers will be reached, including specifics such as marketing channels, methods of advertising, campaign strategies, and strategic partnerships utilized. This section is done by our business plan writers.
SWOT Analysis
The SWOT analysis is included to provide an honest assessment of a company’s strengths, weaknesses, opportunities, and threats. It explains internal and external factors, and positive and negative forces affecting your company. This helps investors see the current state of a company and it also is an excellent tool for self- assessment.
Management Summary
The history of the company and its owners is explored, including how they will use their experience to implement successful business strategies. For larger operations, this will include a summary of management gaps as well. This section is done by our business plan writers.
Financial Summary
Provides an overview of your financial situation and financial projections. This section is completed by our financial consultants.
Revenue Forecast
The revenue forecast section details the revenue that the company will receive and the direct costs. Comprehensive graphs illustrate the amount of revenue and gross margin each line item contributes. This section is completed by our financial consultants.
Personnel Forecast
The personnel forecast breaks down the payroll expense line on the income statement, and provides total headcount, average salary per category and total pay per category. This section is completed by our financial consultants.
Income Statement
The income statement is also known as a profit & loss statement. This table breaks down revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom- line earnings for the first five years. This section is completed by our financial consultants.
Statement of Cash Flow
The statement of cash flow illustrates the company’s cash received and cash spent for a five-year period. The table is broken down into three main categories: operating, investing, and financing. The operating activities report the company’s business operations. Investing activities detail the company’s property, plant, and equipment transactions. Financing activities account for the company’s paid-in capital and debt. This section is completed by our financial consultants.
Balance Sheet
The balance sheet includes the company’s assets, liabilities, and shareholders’ equity for a given time-period. This section is completed by our financial consultants.
Break-Even Analysis
The break-even analysis details two different break-even points. The operating break-even accounts for the company’s revenue and expenses on the income statement. This section is completed by our financial consultants.
Best and Worst Case
The best-and-worst-case analysis illustrates what the company’s financial statements might look like with an increase or decrease in revenue. This section is completed by our financial consultants.
Appendix – Year 1 Financials
Year 1 monthly forecast illustrates the company’s first 12 months, after the pre-operating stage. This section is completed by our financial consultants.
Contact a consultant at
1-800-984-7639
WHY CHOOSE BUTLER CONSULTANTS
15 Years in Business
Butler Consultants has been building business plan for more than 15 years. All employees are U.S. based and we never outsource our work overseas.
Best Financial Models in the Industry
Butler Consultants offers top-quality business plans, but it’s our financial models that give us a huge advantage over the competition. Each financial model is custom-built in Excel by Butler Consultants’ founder and owner, Brian Butler.
12,000+ Business Plans Across The World
Butler Consultants has worked on more than 12,000 custom business plans. You name it, we’ve done it. These plans range from a restaurant seeking $200,000 to a steel manufacturer seeking $500,000,000.
Free Design Upgrade
Your business plan purchase will include a free design upgrade. Our Level 2 includes 6 different design choices, and the Level 3 includes 20 different designs from which to choose. There is no extra charge for this service.
Outstanding Reviews Online & BBB
Butler Consultants has a perfect A+ rating with the BBB (Better Business Bureau). Read our overwhelmingly positive reviews and know you can purchase a plan from us with confidence.
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BBB Reviews
Google Reviews
Customer Testimonials
Custom – Quality – Best Prices
Butler Consultants never uses pre-written templates or business plan software. Every plan is tailored to your needs, location and business idea. We only provide the best quality research and custom projections. We have competitive prices by keeping our business costs to a minimum and passing the savings to you.
3 Consultants on Every Business Plan
Every plan is created by 3 consultants: a Financial Consultant, a Business Plan Writer and a Market Research Expert. The Market Researcher will do all the market research and industry analysis for you!
Package Contents
Word document – The business plan comes in an unlocked Word document.
Excel spreadsheet – Your financial projections are built in Excel and linked to the Word document. You have full control over any edits to the financial model.
30 days of revisions – Because of the high quality of our work, we get the first draft so close to perfect that most customers only use 1 revision.
Our Process
Let’s talk
Tell us about your venture and needs. The more specific the better.
Now, we begin
After a 50% retainer is paid and both parties sign a non-disclosure agreement, our business plan consultants get to work.
Details, Details, Details
A thorough questionnaire ensures we have all your goals, business plans and specific requirements for the business plan consultants.
Make it pretty
Select from several free designs and color schemes to further customize your business plan writing.
Teamwork
A Business Plan Writer, Researcher and Financial Modeler build your business plan.
Polish to perfection
You get your plan (after the remaining 50% is paid) and have 30 days to request FREE changes to the document.
Customer Testimonials
Our customers love us, see what they have to say.