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Plans that get you funded.

Lender and investor-ready business plans

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 a lender or investor-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, an 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.

Value-add services at no additional charge.

More than just a document

We'll be your strategic partner throughout the process.

Funding connections

Grants, loans, or investors, we can help you take the next step for the funding you need.

A range of other services

We'll help you choose the right tools and services to set your business up for long-term success.

Choose the plan you need.

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Business plan review for grants, strategic planning, loans, and capital raises of all sizes

Includes one hour strategy session with Owner Actions team

$300.00

  • A full review of your plan through the eyes of a lender or investor
  • An assessment of your financial projections and assumptions
  • Confirmation of your messaging
  • A review of the sustainability of your business strategy
  • A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
  • Connections to our 480+ business services partner network that offer the resources you may need

$300.00Buy Now

Plans for small businesses in established industries raising less than $500,000

$3,000.00

  • A professionally written plan, complete with the financial models you need
  • A review of the sustainability of your business strategy
  • A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
  • Connections to our 480+ business services partner network that offer the resources you may need

$3,000.00Buy Now

Plans for startups raising more than $500,000, companies with a unique business model, or businesses within a highly regulated industry

$6,000.00

  • A professionally written plan, complete with the financial models you need
  • A review of the sustainability of your business strategy
  • A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
  • Connections to our 480+ business services partner network that offer the resources you may need

$6,000.00Buy Now

Business plan review for grants, strategic planning, loans, and capital raises of all sizes

Includes one hour strategy session with Owner Actions team

$300.00

  • A full review of your plan through the eyes of a lender or investor
  • An assessment of your financial projections and assumptions
  • Confirmation of your messaging
  • A review of the sustainability of your business strategy
  • A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
  • Connections to our 480+ business services partner network that offer the resources you may need

$300.00Buy Now

Plans for small businesses in established industries raising less than $500,000

$3,000.00

  • A professionally written plan, complete with the financial models you need
  • A review of the sustainability of your business strategy
  • A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
  • Connections to our 480+ business services partner network that offer the resources you may need

$3,000.00Buy Now

Plans for startups raising more than $500,000, companies with a unique business model, or businesses within a highly regulated industry

$6,000.00

  • A professionally written plan, complete with the financial models you need
  • A review of the sustainability of your business strategy
  • A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
  • Connections to our 480+ business services partner network that offer the resources you may need

$6,000.00Buy Now

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All-in-one Bundles

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Reviews – Our team will review your plan within five business days

Small Business Plan – A first draft of your plan will be delivered within 10 business days

Startup plans – A first draft of your plan will be available within 15 business days

We offer up-to two major revisions for all plans and unlimited revisions when working with a preferred lender. 

We ask for three things: complete a simple questionnaire, provide historical financials (if possible), and be available for a one-hour interview so we can learn about the details we’ll need to include.    

We have experience with businesses of all types and all revenue models.

No, we cannot guarantee funding or grant awards. There are too many variables that come into play with lenders and investors to provide a guarantee.

No refunds are available after the commencement of work.

Full refunds are available prior to the submission of the intake questionnaire and/or initial interview.

We offer full a refund if for some reason we believe our process is not a good fit for your business.