You will get a complete SBA business plan ready to submit to your lender
Project details
I've been on your side of the table — I acquired and operated a real online business using SBA financing, ran full P&L, and successfully exited. I know exactly what SBA lenders look for because I've lived it.
You'll get a complete, lender-ready SBA business plan written by someone who has actually gone through the SBA loan process as a borrower. That means no generic templates — just a tight, well-researched plan built around your specific business, market, and financials.
What's included:
• Executive summary & company description
• Industry & market analysis with real data
• Competitive analysis
• Marketing & sales strategy
• Management team overview
• Financial projections (P&L, cash flow, balance sheet)
• SBA-compliant formatting
I've also built and scaled sales orgs, run paid acquisition, and managed full business P&Ls — so the financials I build aren't just spreadsheet guesses, they're grounded in how businesses actually operate.
Delivered in Word format, ready to hand to your lender.
You'll get a complete, lender-ready SBA business plan written by someone who has actually gone through the SBA loan process as a borrower. That means no generic templates — just a tight, well-researched plan built around your specific business, market, and financials.
What's included:
• Executive summary & company description
• Industry & market analysis with real data
• Competitive analysis
• Marketing & sales strategy
• Management team overview
• Financial projections (P&L, cash flow, balance sheet)
• SBA-compliant formatting
I've also built and scaled sales orgs, run paid acquisition, and managed full business P&Ls — so the financials I build aren't just spreadsheet guesses, they're grounded in how businesses actually operate.
Delivered in Word format, ready to hand to your lender.
Language
English, SpanishBusiness Type
Small BusinessPlan Format
WordPlan Purpose
Loan ApprovalWhat's included
| Service Tiers |
Starter
$75
|
Standard
$200
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 14 days |
Number of Revisions | 1 | 2 | 2 |
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 Michael
Fractional CMO & Head of Growth | RevOps & Marketing Automation
Cambridge, United States - 11:27 am local time
I've been on your side of the table. I acquired and operated an online business using SBA financing, ran full P&L, and grew it through paid acquisition and marketing automation before positioning it for exit. Earlier, I built the first inbound sales org at CarGurus from scratch — 9 reps to 22 reps plus managers — hitting budget goals and designing the comp plans and processes that made the team repeatable and scalable.
What I can own for your business:
Growth strategy & leadership
Set quarterly growth roadmaps, own KPIs, run weekly leadership reporting, and coordinate your marketing and sales functions as your part-time senior hire.
Paid acquisition
Strategy, creative testing, and optimization across Meta, Google, and TikTok Shop Ads — with a focus on CAC efficiency and ROAS that holds at scale.
RevOps & marketing automation
CRM buildout and cleanup, Make / Zapier workflows, lead scoring, and lifecycle automations that eliminate manual work and keep pipelines moving.
Team leadership & hiring
Recruit, onboard, and manage media buyers, SDRs, or revops contractors; build playbooks and processes so performance doesn't depend on any one person.
Funnel & conversion optimization
Audit your full acquisition funnel, recast the numbers, and identify the highest-leverage fixes for CAC, LTV, and margin.
Best fit clients:
E-commerce and DTC brands doing $500K–$5M+ annually looking to professionalize growth without a full-time CMO
Online course, coaching, or info-product businesses scaling paid traffic and needing better backend automation and retention
Founders who have traction but feel like growth is inconsistent or too dependent on them personally
Send me a note with your current revenue range, your main acquisition channels, and where you feel the biggest leaks are — I'll tell you honestly within 24 hours whether and how I can help.
Keywords: Fractional CMO, Head of Growth, E-Commerce Marketing, DTC Growth, Info Products, Online Course Marketing, Meta Ads, Facebook Ads, TikTok Shop Ads, Google Ads, Marketing Automation, Make, Zapier, RevOps, CRM, Sales Team Management, Paid Acquisition, Funnel Optimization, P&L Management, Marketing Strategy
Steps for completing your project
After purchasing the project, send requirements so Michael can start the project.
Delivery time starts when Michael receives requirements from you.
Michael works on your project following the steps below.
Revisions may occur after the delivery date.
Business Discovery & Research
Review your intake info, research your industry and market, analyze competitors, and build out the financial assumptions and projections.
Draft Business Plan & Review
Write all sections of the SBA-formatted business plan and send you a draft for review and feedback.