Case study · Business planning
From business plan to SBA funding to profitable in about two months
A new local business came to us with an idea and a need for funding. We built the business plan, it was approved for SBA funding, and we helped the owners plan their first years in business. They were profitable within a couple of months of opening.
Business plan
Approved
for SBA funding
Financial plan
Years 1–3
budget, cash flow and targets mapped out
Profitable
~2 months
after launch
The challenge
A new business that needed funding to open, and a plan strong enough to get a lender to say yes.
What we did
Built the business plan and financial projections, then helped the owners plan their first years in business.
The result
Approved for SBA funding and profitable within a couple of months of launch.
The challenge
The owners had a clear idea for their business but needed funding to open. An SBA lender wants more than an idea: a complete business plan, realistic financial projections and proof the owners understand what it will take to cover their costs and repay the loan.
Just as important, they needed a plan they could actually run the business by once the doors opened, not a document that sat in a drawer after the loan closed.
What we did
- Built the full business plan, including the market, operations and financial sections lenders look for
- Prepared the financial projections: startup costs, revenue, expenses, cash flow and loan repayment
- Worked with the owners through the SBA approval process
- Helped them plan their first years in business, with a budget, cash flow targets and the numbers to watch each month
The result
The business plan was approved for SBA funding, and the business opened on solid financial footing. Because the owners had a realistic plan for their costs and cash flow from day one, they were profitable within a couple of months of launch.
Why it matters for your business
A business plan does two jobs: it gets you funded, and it guides your first years. We build plans with real numbers behind them, so the plan that gets you approved is the same one you use to run the business.
Starting a business or applying for an SBA loan?
See our business consulting & planning services, or read our other case studies. Your first consultation is free.