Lender Compliant Business & Marketing Plan

Showcase your business to lenders. Impress them with a solid business & marketing plan

Writing and designing a plan to secure bank funding is one of the most challenging tasks a business owner faces. A well-crafted plan is often the deciding factor when seeking a loan.  Many plans, even those crafted by professional agencies, often lack a solid marketing plan to support their financial projections.  At ProStrategix, we have seen the difference that a well-crafted marketing plan can make to a SBA or commercial bank application

Every plan includes: Document in Microsoft Word or PDF, Microsoft Excel spreadsheet containing the financial information.  Each plan is approximately ~35-50 pages in length, including color charts and graphs, and consists of the following sections:

  • 1-2 page summary of the plan
  • Objective(s)
  • Mission
  • Keys to Success

The company summary includes the following subsections:

  • Ownership
  • Structure (LLC, Corporation, etc.)
  • History (if an existing business)
  • Start-up Plan (if new)

The services and/or products section includes the following subsections:

  • Summary of Products and/or Services
  • How They Are Made and/or Delivered
  • Patents, Copyrights, Trademarks, etc.
  • Specifications (if relevant or unique)

The market analysis section includes the following subsections:

  • Segmentation
  • Size and Growth
  • Target Segments
  • Market Drivers and Inhibitors

The strategic analysis section includes the following subsections:

  • SWOT
  • Competitive Edge
  • Barriers to Entry
  • Legal and/or Regulatory Environment

The business strategies section includes the following subsections:

  • Marketing Strategies
  • Sales Strategies
  • Digital Strategies
  • Distribution/Delivery Strategies
  • Manufacturing Strategies (if appropriate)
  • Other (as appropriate for the business/market dynamics)

The marketing plan section includes the following subsections:

  • Target Definition
  • Competitive Analysis
  • Positioning
  • Message
  • Delivery
  • Budget

The management team section includes the following subsections:

  • Leadership Team
  • Staffing Plan
  • Compensation Plans

The financial & milestone section includes the following subsections:

  • Revenue forecast
  • Break-even analysis
  • Income statement
  • Cash flow statement
  • Balance sheet
  • Financial assumptions
  • 3 Year ProForma Statements
  • Financial Ratio Analysis
  • Use and allocation of funds

A PowerPoint or Google Slides Presentation and an Executive Summary are optional services. The presentation summarizes the plan and highlights the points you most want to emphasize when presenting to lenders. The Executive Summary is a professionally designed 1 page (front & back) document, which can be the perfect leave behind.

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