Business Plans Simplified

Top Rated Business Plan Consultants.

Business plan writing is fundamental to the success of any business. Whether you're starting out or looking to expand, our business plan consultants can help.

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America's #1 Business Plan Consultants

Contact us today to schedule your free consultation so we can diagnose your situation and recommend a detailed action plan, and hear more about why so many business owners choose Synergy Business Plans.

See Why We're the Best Business Plan Consultants

Custom Business Plan Writing Packages

Standard Plan

$2,499

12-14 pages

+ Executive Summary
+ Financial Overview
+ Industry Trends
+ Business Model
+ Marketing Plan
+ Revenue Model
+ Cost Structure
+ P&L Projections

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Premium  Plan

$3,499

18-22 pages

Standard Business Plan AND

+ Geographic Profile
+ Startup Schedule
+ Labor Model
+ Overhead Costs
+ Loan Schedules
+ Breakeven Analysis

Schedule Free Consultation

Investor Prepare Plan

$5,499

28-32 pages

Premium Business Plan AND

+ Investor Pitch Deck
+ Competitive Analysis
+ Cash Flow Forecast
+ Balance Sheet Forecast
+ Financial Ratio Analysis
+ Business Valuation

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OUR SERVICE AREAS

We Are The Leading Business Plan Consultants

Our client-first approach has helped over 200 companies and organizations with strategic business planning services

Premium Benefits

Gold Standard Business Plan Consultants

Clients are our most important asset and we work extremely hard to help our clients build plans and produce results

proven results

Proven Results

With over 50 five-star reviews, our business plan services are highly recommended by business owners and investors.

super premium quality

Premium Quality

Our consultants don't stop editing, writing, and improving until we all agree the results are perfect.

fully customized

Fully Customized

Every sentence, table, graph, and chart we create is tailormade for your unique situation and business plan needs.

client satisfaction

Client Satisfaction

Client service and experience are our top priorities and we go to great lengths to over deliver on expectations.

Time to complete

Time to Complete

Our structured process will allow your project to move along swiftly to ensure any timelines are met.

funding coordination

Funding Coordination

We will connect you with our preferred lenders and help you raise the capital your business plan requires.

America's #1 Business Plan Consultants

Contact us today to schedule your free consultation so we can diagnose your situation and recommend a detailed action plan, and hear more about why so many business owners choose Synergy Business Plans.

business plan writing

Business Plans

Experience a Smarter Way to Plan Your Business

We take a very collaborative approach when working with clients to establish a genuine connection and ensure our work flows, efforts, and results surpass client expectations

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LEARN ABOUT US

Client Focused & Driven To Enable Your Success

We push to always exceed the expectations of our clients and never tolerate mediocrity. Helping our clients create their plans and watching them succeed is our first priority

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America's #1 Business Plan Consultants

Contact us today to schedule your free consultation so we can diagnose your situation and recommend a detailed action plan, and hear more about why so many business owners choose Synergy Business Plans.

Research & Insights

Business Planning Solutions To Launch Your Business

Our professional Business Plan Writers always take a quantitative approach when preparing a business plan

How to build an effective corporate strategy

At its most basic level a company can differentiate its offering or compete on cost to execute a successful plan.

Kyle Proctor
Learn How to Write a Professional Business Plan

Writing an effective business plan is hard work but is critical when laying the foundation for a successful business.

Kyle Proctor
Here Are The Three Ways To Raise Funds For Your Business

Companies can borrow money, give out equity, or share revenue to raise funds for their businesses.

Kyle Proctor
Obstacles to Overcome When Applying for a Business Loan

Major considerations include cash contribution, collateralization, credit history, owner skillset, and proof of concept.

Kyle Proctor

Learn How To Write A Professional Business Plan

The strongest business plan writers will facilitate the entire researching and writing processes but encourage your engagement and participation to ensure the perfect outcome for you.

Talented Business Plan Writers Identify What Matters and Ignore Everything Else

Learning how to write a business plan is a critical step on your journey to starting a company. A large majority of new businesses tend to fail because a comprehensive assessment of the model and competitive environment never occurred. These entrepreneurs were not able to anticipate bottlenecks, respond to competitive threats, value customer acquisition costs, reach new customers, price their products properly, source materials efficiently, secure the appropriate funding from banks, or manage the cost structure.

In this guide, our business plan consultants will provide guidance on the key pieces of a proper business plan and share best practices to help you and your team develop a detailed and action-oriented strategy that helps you avoid the mistakes made by so many others. Our business plan writing services are highly regarded across the United States. Hiring a business plan writer is the most efficient approach to properly construct the business model, lay out the plans, and start executing. Our business plan services can help you create a winning strategy and business plan, backed by through quantitative and qualitative analysis.

Writing A Business Plan Starts With Audience Analysis

Preparing a professional business plan takes tremendous effort. Audience analysis is very important when preparing your plan. A business plan to be used with a bank will be different from a more operational one used for a self-funded business. Importantly, relying on templates and rigid content rules is not the optimal approach when writing a business plan.

All business plans should be unique in their own way and forcing a set structure on a plan will likely lead to less than favorable outcomes. Our business plan consultants are highly trained professionals that have written over 200 business plans spanning industries across the United States. Every business plan we make is custom made from scratch, composed of a unique table of contents and content flow.

Each Business Plan Should Have Its Own, Unique Structure

While it is difficult to say what exactly needs to be in every business plan, there are certainly some givens. The structure below is from a recent plan our business plan consultants completed for a client, and represents a data-driven, action-oriented business plan. Certainly this structure may ignore some pieces; however, for this particular client these were the critical elements that had to go through exhaustive analysis. This plan was used in the retail space for an existing business and allowed the client to secure a $340,000 SBA bank loan.

Executive Overview

A brief 1-2 page overview of the product and/or service, monetization strategy, cost structure, and general composition of the company. Business plan consultants will share conclusions from the pro forma financial projections. Any financial ask is spelled out with the proposed loan terms. The opportunity must be succinctly explained. Why does this business need to exist? What problem does it solve? Clear answers to these questions help tee up the entire business plan.

People start businesses because they potentially have identified an untapped market need. There is a looming consumer problem in need of a solution. The solution itself doesn't have to be product oriented.

Rather, some companies are highly successful because they out-service the competition and this service is desired by end consumers. This distinction speaks to the importance of conveying your company's value proposition. 

Financial Overview

The financial review should address the revenue model, cost structure, and capital requirements to launch the business. Sharing in brief language what the business will monetize and how much it costs to do so is important. 

Readers will need to know very quickly what the financial ask is and how the model will work to service the debt obligations. Questions of continuity and sustainability will surface at this time as owners cannot rely on debt forever to finance overhead and operations.

Industry Trends

No matter the industry, the economy will always play a role in the performance of a business. The broader macroeconomic environment influences interest rates, and thus the cost of capital. Consumer confidence and employment levels fuel or slow consumer spending and retail sales. The price of gasoline and other transport-related costs are influential for companies involved in logistics and transportation. 

Strong business plan writers will expand upon these economic impactors and how they will affect financial results. Some industries, e.g. car dealerships, are more susceptible to economic downturns while others, e.g., liquor retail store front, have proven more recession proof. Market research and market analysis are critical pieces of the puzzle as any successful strategy will fully understand and embrace the broader competitive environment.

As a startup begins the work of forming a business, there are several helpful tools to analyze the overall attractiveness of an industry. Michael Porter's five forces framework is an excellent choice for determining whether or not to enter an industry. In fact, some startups change gears completely after doing a thorough assessment of the industry. Studying the buyers and sellers reveals who the key stakeholders are and how much force each side exerts on the main industry players. Careful attention should be given to the threat of substitutes and new entrants as either scenario has implications for the proposed business.

Business Model

This portion of the business plan takes an inward view of the business and begins to address, organize, and structure the makeup of the company. The management team will be introduced with their qualifications and experiences. Lenders and other investors are particularly interested in the capabilities of the proposed management team. Why will this individual or group of individuals be successful managing the proposed business? A well written management profile helps strengthen the business's credibility and improve the likelihood the business is awarded funding.

This section goes deep on the product and/or service offering and explains the pricing model, customer acquisition strategy, and overall monetization plans. Labor plans are introduced and general overhead requirements required to operate are discussed. Writing a mission and vision statement is fundamental and will always precede any discussion of goal setting. The mission captures the primary purpose of the business. It seeks to answer this question: why does this business exist? The vision should speak to the intentions of the business. What the business plans to accomplish and by when should be clearly expressed in the vision statement. 

Marketing Plan

From here, business plan consultants should move into an exhaustive review of the product, target market, and marketing plan. While the Executive Overview introduced these elements, this section should go into great detail about what the product is, how it works, and why someone would be willing to pay for it. 

Trying to reach a broad audience typically is poor marketing. A segmentation should be done to break down the target population into groups which simplifies the marketing communications and lead generation processes. A deep dive into how the company will reach its target audience should conclude this section. This will involve granular discussions of the website, social media marketing, search engine optimization, pay-per-click advertising, and other lead generation activities. 

Startup Costs

For new or existing businesses, there is always a thorough analysis explaining the use of funds. Top-notch business plan writers will itemize and allocate every expense down to the penny as to provide great clarity to the bank or owner regarding where, why, and how money will be spent.

Revenue Model

Estimating the target population is an integral part of forecasting sales as the market will dictate how much sales volume the business will generate. Experienced business plan writers will build a forecast based on how many potential consumers exist, and from there a consumption estimation can be completed for the market and on a per capita basis, using data tools like BizMiner.

Market sizing is a vital step in preparing a high quality business plan. This analytical exercise helps identify the amount of capacity a business must have in order to fulfill the market demand. Further, market sizing plays an integral role in the development of the pro forma financial projections. There are entire books and some very helpful articles devoted to this practice. The most astute business plan consultants want to know the size of the market and also quantify the size of the prize.

Cost Structure

Composed of both fixed and variable expenses, the cost structure represents the total costs required to operate the business. Some businesses selling a physical product will have a large line item for cost of goods while labor is weighted heavier for service-based businesses. 

Employees are almost always involved in a business and typically constitute a large portion of the total cost structure. In this section, seasoned business plan writers will quantify total headcount costs, including wages, bonuses, benefits, payroll taxes, and wage inflation.

Financial Projections

Bankers, investors, zoning officials, and other public servants are objective people. These individuals are less concerned with the owners' intuition about the viability of the business and are more interested in the financial composition of the company. Further, many investors, and the SBA in particular, require certain financial documents. In this section the business plan writers should prepare three year financial projections. Back of the envelope math is not sufficient here. Tremendous effort and analytical rigor should be put into developing these projections. In some cases a pitch deck or investor presentation is assembled to illustrate these financial elements.

The financial plans for the best plans we have seen are composed of a cost structure overview, profit & loss, balance sheet, cash flow statement, breakeven analysis, sensitivity analysis, and a thorough revealing of the underlying assumptions of the financial model. Again, there are endless resources on the web and we highly recommend working with professional business plan consultants with proven experience compiling these critical pieces.