Your whole business, on one page.

Who it's for

• Founders testing an idea who want it written down clearly, with real market numbers.
• Owners heading into a first conversation with a mentor, a SCORE or SBDC counselor, or a banker.
• Pitch events, partner introductions, landlord or supplier conversations.
• Existing businesses that want a single page to align a team or a co-owner on the plan.

Not the right fit if your lender or investor has asked for a full business plan. Most loan applications need detailed projections and full sections. The Lender-Ready Plan is built for that.

What's on the page

One dense, readable page in a proven layout, with sources listed at the bottom.

• Problem: what your customers struggle with, with a cited fact where one exists.
• Solution and value proposition: what you offer and why customers choose it.
• Market and customer segments: who buys, and how many of them there are locally, with cited figures.
• Competition: who else serves them, their published prices, and where you fit.
• Channels and customer relationships: how customers find you and why they come back.
• Key activities, resources, and partners: what it takes to deliver, including licenses and suppliers.
• Revenue model: how you make money and your key pricing assumptions.
• Cost structure: your main fixed and variable costs.
• Team: who runs it and who you plan to hire.
• The ask or next steps: what you're requesting or planning, and what it pays for.
• Financial snapshot: a 3-year table of revenue, profit, and cash (projected).

Your financial model

• A summary Excel model behind the numbers on your page: 12 months month by month, plus a 3-year annual summary of revenue, costs, net income, and cash.
• Every assumption is labeled as yours, from research, or an estimate, and the formulas are live, so you can change an assumption and see the result.

Deliverables and file formats

• One-page business plan

  Word (.docx)

  Edit, update, and reuse

• One-page business plan

  PDF

  Share or print a clean copy

• Summary financial model

  Excel (.xlsx)

  Check and adjust the numbers

• Sources

  Listed on the page

  Show where each market figure came from

What we need from you

• About 15–20 minutes for the required questions, plus a few minutes if you answer the optional ones.
• Rough numbers are fine: expected sales, main costs, and startup costs if you're not open yet.
• Uploads are optional. If you have last year's profit and loss statement or quotes, you can add them when ordering is open.

How it's made

Your plan is built in a set sequence: your questionnaire answers, cited market research, a formula-driven Excel model, a plan draft, a checklist QA review, and a final review and approval before delivery.

Turnaround and revisions

Delivered Turnaround coming soon after your questionnaire is complete.

Revisions: Revision terms coming soon

Whether a One-Page price is credited toward a larger plan is not decided yet.

Questions