I will write an sba and bank ready business plan
Former Executive and Underwriter Fundable Business Plans and Projections
About this Gig
A Banker Builds Your Numbers The Way A Bank Reads Them
I spent 15 years in commercial and small business banking. I wrote loan policy and procedure, oversaw underwriters, and underwrote deals myself, working directly with owners as a relationship manager and business development officer. I know what a credit committee needs to see. So far, my work has helped clients secure $5,000,000 in funding by shaping financials into bankable language.
What you get:
- An SBA and bank ready business plan written for the lender
- 5 year, 3 statement projections: profit and loss, cash flow, balance sheet
- DSCR, debt service, and ratio analysis underwriters look for
- Sources and uses of funds
- Business acquisition and SDE analysis
- Clean formatting a loan officer can move quickly
Why it works: most plans are written for the owner. Mine are written for the person who has to defend your deal to a credit committee. Every statement ties out, so there are no gaps for an underwriter to question.
Message me before you order so I can confirm scope and timeline. No funding is ever guaranteed. What I guarantee is accurate, honest work built the way a bank underwrites.
Type of Loan:
SBA
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Micro Loan
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7a
•
504
•
EIDL
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Other
Language:
English
Plan format:
Excel spreadsheet
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Industry:
Business, Finance & Law
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Real Estate
FAQ
Do you guarantee I will get approved?
No one can honestly promise an approval. I build your plan and numbers to the standard a bank underwrites to, which gives your request a fair and fast read.
What do you need from me to start?
Your funding goal, the amount you are seeking, and any numbers you already have (revenue, costs, or past tax returns). I will ask clarifying questions as I build.
Can you do a business acquisition?
Yes. I model acquisitions including seller financing and SDE based cash flow.
Is my information kept confidential?
Yes, everything you share is kept private.

