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You will get a business plan for SBA or Bank Loan application
Project details
The format of a business plan for a loan application is quite similar to a standard business plan. Certain requirements may vary from bank to bank. For example, the SBA has a set format that a business plan needs to follow. For another institution in a different country, the requirements may be different.
I can help create a business plan that is appropriate based on the loan your company is going for - SBA, bank or other lending institutions.
The business plan will include:
Executive Summary
Ownership
Business Description
Market Brief
Economy & Industry
Product Brief
Value Proposition
Corporate Status
Vision and Mission Statement
Strategies
Market Research
Competitors Analysis
Marketing Plan
SWOT
Organizational Plan
Financial Plan
Why us?
Ex-Big 4 and investment bankers
Entrepreneurs with successful past exits
Impressive portfolio of over 500 clients
Educated at top-tier universities
The financial model (included with the business plan) will be a dynamic excel-based model with 5-years financial projections in which you can change the inputs & assumptions as required
Please get in touch to discuss your requirements & the loan(s) you're going for
I can help create a business plan that is appropriate based on the loan your company is going for - SBA, bank or other lending institutions.
The business plan will include:
Executive Summary
Ownership
Business Description
Market Brief
Economy & Industry
Product Brief
Value Proposition
Corporate Status
Vision and Mission Statement
Strategies
Market Research
Competitors Analysis
Marketing Plan
SWOT
Organizational Plan
Financial Plan
Why us?
Ex-Big 4 and investment bankers
Entrepreneurs with successful past exits
Impressive portfolio of over 500 clients
Educated at top-tier universities
The financial model (included with the business plan) will be a dynamic excel-based model with 5-years financial projections in which you can change the inputs & assumptions as required
Please get in touch to discuss your requirements & the loan(s) you're going for
Language
EnglishBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$1,500
|
Advanced
$2,000
|
|---|---|---|---|
| Delivery Time | 10 days | 12 days | 12 days |
Number of Revisions | 2 | 3 | 3 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | |||
Tailored Marketing Plan | - | - | |
Review & Critique | |||
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Frequently asked questions
About Megha
Financial Modeling & Valuations | Business Plans | Pitch Decks | CFO
New Delhi, India - 9:53 pm local time
My team and I at Stellar Business Plans have helped hundreds of founders and established businesses raise over $300 million in funding by creating powerful, investor-ready business plans, financial models, and pitch decks that show exactly what investors want to see.
We’ve worked with clients across the US, UK, Europe, Middle East, Asia, and Australia, helping them craft plans and financial strategies that attract serious investment and fuel real growth.
⸻
🚀 What We Do Best
We help businesses prepare everything they need to raise capital, win investors, and scale confidently. Our expertise includes:
• Business Plans – Investor-ready, bank-compliant, and strategy-driven
• Financial Models & Projections – Dynamic 3–5 year forecasts with multiple scenarios
• Company Valuations – DCF, comparables, and transaction-based approaches
• Investor Pitch Decks & Information Memorandums – Professionally written and designed
• Market Research & Feasibility Studies – Backed by reliable data (IBISWorld, Statista, PitchBook, etc.)
• Interim CFO Support – Strategic financial guidance during fundraising and growth
• M&A Support, Pricing Models, and Go-to-Market Strategy
⸻
🧠 Why Clients Choose Us
✅ 14+ years of experience across corporate finance, investment strategy, and startup advisory
✅ Clients have raised $300M+ in funding from investors, banks, and venture firms
✅ Over 1,000 business plans, pitch decks, and financial models delivered globally
✅ A dedicated team of analysts, modelers, researchers, and designers working under Stellar Business Plans
✅ Industry-agnostic expertise – tech, SaaS, real estate, healthcare, F&B, fintech, e-commerce, education, retail, manufacturing, logistics, energy, and more
⸻
🌍 Some Client Highlights
⭐ Microsoft – Completed a 12-week research project and presented key insights to senior leadership
⭐ Gulf Mexico – Developed a franchise expansion strategy and financial framework over 4 months
⭐ Holiday Inn – Supported a $20M buy-side acquisition as part of the M&A team
⭐ 500+ global clients supported across 25+ industries and 6 continents
⸻
💡 Why Work With Us
• We make sure you put your best foot forward in front of investors and lenders.
• We’re a one-stop shop for business planning, financial modeling, and fundraising support.
• We’ll help you craft a plan that doesn’t just look great—but works.
• You’ll save thousands by reusing our deliverables in your investor decks and sales materials.
• We also offer interim CFO support for clients looking for ongoing strategic input.
⸻
⭐ Top Rated on Upwork for Business Plans, Pitch Decks, and Financial Analysis
📊 90% success rate for bank loans and government grants (UK & US)
💬 Worked with clients across all time zones – US, UK, Europe, Middle East, Asia & Australia
Drop me a message if you’d like to discuss your project—we can set up a short call to understand your goals and get started on the perfect investor-ready plan.
Steps for completing your project
After purchasing the project, send requirements so Megha can start the project.
Delivery time starts when Megha receives requirements from you.
Megha works on your project following the steps below.
Revisions may occur after the delivery date.
INITIAL CALL
The initial call is aimed at defining the scope of the business plan, understanding your current status, your objectives (investor fundraise, bank loan or internal use) and set budget/timeline.
GATHER INFO
Post the initial call, I will send you a follow-up questionnaire to gain a deeper level of understanding of your business and what has been done so far.