SBA & Bank Loan Business Plans

VenturePath prepares professional, customized business plans for entrepreneurs and established businesses seeking SBA or conventional bank financing.
Our plans combine a clear presentation of the business, funding requirements, market opportunity, operating strategy, management, and detailed financial projections to provide lenders with a comprehensive understanding of the business and its ability to execute its strategy.

A Business Plan Built for Financing

A financing business plan should do more than describe the company. It should clearly explain how the business operates, why financing is needed, how the funds will be used, how revenue will be generated, and how the company's financial performance is expected to develop.
We organize these elements into a clear and professionally presented plan supported by market research and realistic financial assumptions.

What We Address

Business Overview
Company history, ownership, business model, products or services, and objectives.

Funding Requirements
Presentation of the amount and purpose of the financing being requested.

Use of Funds
How the financing will be allocated to equipment, working capital, inventory, expansion, acquisition, or other business needs.

Market & Industry Analysis
Research into the industry, target market, customer demand, trends, and relevant market conditions.

Competitive Landscape
Relevant competitors, competitive advantages, and the company's market positioning.

Marketing & Sales Strategy
How the company plans to attract customers, generate revenue, and develop its market.

Management & Personnel
Management experience, organizational structure, staffing requirements, and key responsibilities.

Financial Projections
Revenue assumptions, expenses, payroll, profitability, cash flow, and projected financial performance.

Financial Projections That Support the Plan

Financial projections are developed around the actual business model and financing strategy. We work with the client to establish reasonable assumptions for revenue, operating expenses, payroll, capital expenditures, and growth.
The projections are integrated with the narrative and operating strategy so that the financial model tells the same story as the business plan.

Who We Work With

Startups Seeking Financing

Existing Businesses

Business Acquisitions

Companies Financing Expansion

Customized to Your Business

We do not use a one-size-fits-all approach. Every plan is developed around the company's specific business model, financing needs, market, operations, management, and financial assumptions.
The result is a professional business plan designed to clearly communicate the business opportunity and financing strategy to potential lenders.

Seeking Financing for Your Business?

Tell us about your business, financing needs, and objectives. We can help you develop a professional business plan supported by market research and detailed financial projections.