Consultation and Business Plan

Whether you’re looking for investors, applying for a loan or grant, or firming up the details of your idea, a high-quality business plan is a must. This is not the time to cut corners.

Want it done right? Team up with Owner Actions.

We’ll put our pro knowledge to work to compile key information, put it into an investor and lender-ready format, and deliver a business plan you can be proud of.

But why use us?

With Owner Actions, you get to work directly with the co-founders, two people who care deeply about small business success. Katie, and MBA graduate, is an experienced corporate writer with more than a decade of experience in writing plans and proposals that result in lender approvals, government funding, and corporate buy-in. Mark, a Chartered Financial Analyst, has nearly two decades of experience in investments and putting together financials in the format lenders and investors want to see.

We’re eager to help you take your business to the next level through business plan coaching, preparation, or review. Let’s find the right option for you.

More than a document

We'll be your strategic partner throughout the process, helping you choose the right tools and services to set your business up for long-term success.

Funding connections

Grants, loans, or investors, we have the resources to help you get the funding you need.

A range of other services

We work with over 470 business service providers that save you time and money.

Ready to learn more? Complete the form below. We'll contact you to set up a free consultation.