Business Plans & Strategic Planning
for Start-ups & Existing Companies Seeking Loans or Investors

Collier Business Advisors' Business Plan is the affordable, quick, easy, and professional way for you to get the bank loan you need and start your business off right.

As an experienced entrepreneur who has started and built businesses, obtained his own SBA loans, and worked extensively with banks for his own business needs, Bill is the ideal person to help you with your plan.

We'll work with you - via phone and email - to understand your background, your situation and your opportunity. We'll make recommendations and help you "tweak" your plans to enhance both your chances of success and your likelihood of securing a loan. 

Includes:

  • Executive Summary
  • Company Summary
  • Product or Service Description
  • Market Analysis
  • Strategy & Implementation Summary
  • Financial Plan including Pro-Forma Projections, Spreadsheets & Full-Color Charts for Sales, Profit/Loss, Balance Sheet and Cash Flow

What you should do first:

Make sure that you are a good candidate for a business loan. Here are some of the questions you can expect any banker to ask.

The Process:

  1. Getting Started
    Once we are hired, via contract and down payment (50% of the plan fee), we provide you with a questionnaire which asks you for the information we need about you and your business.

  2. Data Collection
    While you're working on the questionnaire, we begin compiling relevant industry data so we can provide you with an independent market analysis.

  3. Plan Development
    When all the information is in, we assemble the financial and textual pieces. The business plan is then emailed to you so you can make any notes or let us know about changes you'd like made to the document.

  4. Revisions & Delivery
    We go back and forth until the product is complete. We give you unlimited revisions to the document for up to 3 weeks. Extensions can be made on a case by case basis. The balance of the plan fee is paid and the final plan is delivered - ready to send to your banker. We can supply a hard-copy if you prefer, but the standard format is a PDF that we email to you. We can also make your plan available online for viewing by you, your banker and others authorized by you.

Pricing:

$950 for most plans. (If a business concept is particularly complex or if a special amount of research is required, we'll quote a price.)