Business Plans for SBA, Bank or Grant Funding
30-40 page custom-built plan in 5 business days
3 Professional Consultants work on your plan
Guaranteed to surpass SBA guidelines
17+ Years in Business & 12,000+ Plans Built
Bank, Grant or SBA Business Plan
The Level 2 business plan is perfect for businesses seeking bank loans, SBA-backed loans, or grants. This custom 30–40-page document, crafted by expert writers, includes a detailed business description, market summary, marketing strategy, and comprehensive financials. Delivered in Word and Excel formats, it’s designed to exceed the standards of bank and SBA loans. Each plan also includes a free 30-day revision period.
Our Level 2 Business Plan Samples
SBA/Bank/Grant
Level 2
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An average Level 2 plan will include the following 29 sections:
Cover Page
Company name, contact information including name, title, telephone number, and e-mail.
Mission Statement
A clear and concise statement defining your company’s mission.
Table of Contents
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 summary of the complete business plan and the first thing an investor will read. Entails the market need and solution, and how it will accomplish this. It also contains a short description of the products and services, the size of the relevant market, how the company is uniquely suited to succeed, and the amount of investment being sought. This section is a brief yet important opportunity to persuade the reader to delve deeper into the document.
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.
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.
Debt Overview
Tables showing loan interest, principal and payment. It also includes debt-service coverage ratio for the loan.
Company Summary
This section includes information regarding where the company will be located and how the company will be structured.
Company Location
The physical location of the business.
Company Ownership
A summation of the principal owners and their company share.
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.
Market Analysis
This section offers a customized look at your specific market, beginning with a broad overview of the national landscape and trends impacting national and regional revenue growth. The market is then narrowed to include state data and industry-specific factors influencing the market, with tables and graphs used to display the information.
Market Segmentation
This section informs the reader of your target market, including the typical customer breakdown based on national market data as well as more specific demographic and psychographic characteristics of your customer base if applicable.
Demographics Summary
This section details the local population from which your company draws, with demographic data from the U.S. Census Bureau and other relevant sources for your specific location and target market.
Industry Summary
This section includes information from a full industry report for your industry, including the past several years of revenue and future revenue projections, revenue from individual industry segments, major companies, and state-level revenue and other statistics from the most recent year.
Marketing Strategy/Implementation
This section describes your company’s marketing and sales initiatives. It details how customers will be reached, including specifics such as marketing and sales channels, methods of advertising, strategic partnerships and website, internet and social media strategies, among other topics.
Company Milestones
Your 1-, 3- and 5-year milestones including operational, logistical, marketing and sales goals, etc.
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.
Financial Summary
5-year financial projections that are built by our financial experts.
Revenue Forecast
The revenue forecast details the revenue and direct costs assumptions for 5 years.
Personnel Forecast
The personnel forecast provides total headcount, average salary per category and total pay per category.
Income Statement
The income statement includes revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom- line earnings for 5 years.
Statement of Cash Flow
The statement of cash flow includes 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.
Balance Sheet
The balance sheet includes the company’s assets, liabilities, and shareholders’ equity for a given time-period.
Break-Even Analysis
The operating break-even shows the company’s revenue and expenses.
Best & 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.
Appendix – Year 1 Financials
Year 1 monthly forecast illustrates the company’s first 12 months, after the pre-operating stage.
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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.
HIRE THE BEST BUSINESS PLAN CONSULTANTS
17 Years in Business
We have been creating custom business plans for clients just like you for more than 17 years. All of our employees are based in the United States, and everything is done in-house – we never outsource our business plan writing overseas.
12,000+ Business Plans Across The World
With over 12,000 business plans and counting under our belt, you can be sure we have the expertise and direct experience in your specific industry. You name it, we’ve done it. From a small restaurant seeking $200,000 to a global data center developer seeking $500 million.
Best Financial Models in the Industry
Our business plans are unmatched in the industry, featuring the absolute best financial models that set the standard for success. Competitors have tried to imitate us, but they simply can’t replicate the models that are custom built by our founder and owner, Brian Butler.
Free Design Upgrade
All plan purchases come with a free design upgrade. With 20 unique design choices, we ensure that every page – start to finish – looks exactly the way you envision it.
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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Custom – Quality – Best Prices
We never use pre-written templates, business plan writing software, or AI shortcuts – just good old-fashioned brainpower and master’s degrees. Everything is written by us, with each plan tailored to your specific needs, location and business idea. We keep our business costs low so we can pass the savings directly to you.
3 Experts, One Perfect Business Plan
Each plan is created by 3 consultants: a Financial Modeler, a Business Plan Writer and a Market Research Expert. The Market Researcher handles all market research and industry analysis, while the Business Plan Writer drafts your entire plan.
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.
Revision Period – You have the full 30 days to make sure everything is just right.