SBA Business Plan Templates

Professional SBA Business Plan templates & full projections – $29

Get the kit that shows you how to make a business plan for bank loan (SBA) applications, including 7(a) and 504 loans

The Everything Package
(Business Plan, Pitch Presentation, Opportunity Brief & Investor Introductions)


This SBA Business Plan Template Kit Includes 3 Bundle Packages:

The Designer Template Pack, Which Includes:

  • 1st BONUS: Get the list of exactly where to go to find and connect with investors online as a plan B for your SBA bank loan
  • 2nd BONUS: Learn about bank lending criteria and which banks are best for your business loan
  • 3rd BONUS: Understand crowdfunding basics and whether it is a fit for your business as an alternative to an SBA bank loan
  • 4th BONUS: Get a copy of How to Avoid Startup Failure ebook

How long does it take? Typical delivery: 10-13 business days for documents, + 14 business days for investor discussions

The 5 Minute Financials Pack, Including:

  • 1st Part: 3 Year Cash Flows (Auto-Created For You, Includes Impressive Charts!)
  • 2nd Part: 3 Year BreakEven Analysis (Auto-Calculated For You, Includes Impressive Charts & Graphs!)
  • 3rd Part: 3 Year Income Statement & Profit / Loss (Auto-Created For You!)
  • 4th Part: 3 Year Balance Sheet (Auto-Calculated For You!)
  • 5th Part: Investor Ratios – NPV & IRR Analysis (Auto-Calculated For You!)
  • 6th Part: Loan Amortization Schedule (Auto-Created For You!)
  • 7th Part: Statement of Retained Earnings (Auto-Calculated For You! Includes Impressive Charts!)

How long does it take? Typical delivery: 10-13 business days for documents, + 14 business days for investor discussions

Plus the Bonuses Pack, With Extras Including:

  • 6 DESIGNER business plan templates to choose from to match your business style (guaranteed to impress!)
  • Built-in Executive Summary in Pitch-Style format
  • The 1 pro tip for improving the readability of your bio section by 87%
  • The 2 BEST sites to go to for finishing your market research FAST
  • The 3 BEST places to consider for finishing your customer demographic data
  • EXACTLY how to complete your niche & market entry strategy
  • PRE-BUILT Organizational Chart
  • COMPLETE 5 Phase Launch Timeline

How long does it take? Typical delivery: 10-13 business days for documents, + 14 business days for investor discussions

Frequently Asked Questions

When you click to buy the kit, you will be guided to pay $29 with any debit or credit card.

Then, you will be asked to enter your email address. Via email, the kit to be sent to you immediately.

There are no recurring payments, subscription charges or hidden fees. $29 is all you will pay, ever, for full lifetime access to the kit materials.


Our goal is always to meet your objectives, whether for strategy, funding, partner pitching, crowdfunding, or a combination of these.

That being said, if your idea is something that is better suited for another provider, we will let you know upfront.

Yes, using this business plan template kit will allow you to create a business plan that meets SBA standards.

This SBA business plan template kit is designed specifically to meet underwriting criteria for both SBA 7a loan applications and for SBA 504 loan applications, and is catered to first-timers who have never created a business plan for an SBA loan before.

Yes! The design elements for these business plan templates cater to investors in several ways, including being easy to read (thanks to strategic formatting), having summary elements that investors expect to see with high-grade business proposals, and having the sections organized in a flow that is natural and intuitive.

In case something doesn’t go as planned with securing SBA funding, this business plan can double as a pitch to investors as-is.

Free templates range anywhere from 20 pages to 45 pages of just instructions…and those instructions say NOTHING about how to create financial projections.

This leaves you feeling lost if you have never applied for an SBA loan before.

This template kit is different.

You won’t get dozens of pages of confusing content (most of which isn’t even applicable to most businesses). Instead, you’ll get CLEAR guidance on the most important sections in your business plan.

Plus, these templates have serious tactics throughout that cater to an easier review by bank underwriters – everything from the font choice to the spacing to the margins are all designed for maximum readability and modern, sleek, professional appearance. These templates do NOT use outdated Times New Roman font…instead, they use font that is very easy to read and that feels “open” so your reader can skim right through your whole business plan without feeling like they are having to work too hard to read your business plan.

This kit will save you hours of work, give you seriously important shortcuts and easy secrets on what to put where to IMPRESS your business banker and SBA underwriters.

Meanwhile, for others, getting help from a tax professional can be a HUGE RELIEF. To them, it is worth the money to save countless hours of work. It is reduces the risk that they are doing something wrong. Best of all, it removes the stress of having to figure it all out alone.

The Bottom Line

If you are willing to do this yourself and need guidance, consider an affordable option like the book How to Write an Exceptional Business Plan Step by Step and the companion template kit.

However, if you feel lost or stressed when you think about doing a business plan yourself, that is an indicator that you need a consultant.

Another sign to consider a consultant is if you are fearful that you will be rejected for funding with a bad plan. Then you should probably save yourself the headache and hire a consultant to make sure it is done right.

The financials template in this kit are created for entrepreneurs at all levels. No complex math, no crazy formatting, everything in plain English.

These financials auto-populate based on a few simple inputs, like how much money you’ll pay yourself in salary every month, and are totally customize-able for your business.

Plus, if you don’t know how much money to ask for in funding, this financials template will actually walk you to your asking amount, so you can approach a lender or investor with intelligent information about how much money you REALLY need.

The financials portion of this kit also includes graphs and charts that are bright and engaging. They are stunning and are great enhancements for your business plan.

The instructions in the business plan template kit give you clear guidance for everything, including specifically where to go for research data and exactly what to do to create your 3 year projections.

The kit has an additional bonus: a live video where you are shown exactly how to walk through each step of creating your forecasts, so you have plenty of guidance that will make sense, even if this is your first time!

Hi! I’m Ashley, your Professional SBA Business Plan Consultant.

Ordering a business plan from me costs thousands.

Or, you can use this SBA business plan template kit full of my tools and templates to have a professional business plan for a bargain at 99.99% savings.

I created these templates for entrepreneurs who are on a budget, and who need something easy and stunning – and affordable!

Because business plans are all I do. Before this, I spent a career creating and managing business proposals for companies like GE – now, I work for the people who need help the most.

I’m not a company looking to make a buck off of you. I am not trying to trick you into a subscription, and I’m not providing the same old useless templates that are all over the internet.

These are the actual templates I use to create each one of my business plans, and my business plans have yet to disappoint.

  • You’re already a busy person and would love a finished business plan…but you just don’t have time.

    You are an entrepreneur who dreams of getting funding to take your business to the next level without spending a ton of time or money on a business plan.

    This SBA Business Plan Template Kit is for entrepreneurs who would love to have a professional-grade, fund-winning business plan.

    Ready to get funding and take your business to the next level, but know business plans take too much time…

    …and…you don’t know how to do one RIGHT??

    Have you always dreamed of getting the money you need for your business but feel stuck in the SBA application process…

    …because you need to submit your finished business plan?

    Imagine: You’re finished with your business plan.

    Picture this: it looks AMAZING, like you paid big bucks to have a professional do it for thousands.

    Imagine being able to have a fund-winning business plan without spending a ton of time or money.

Let’s be honest: a business plan template shouldn’t be complicated.

You shouldn’t need to know complex math to build your financials.

No one should have to pay a monthly subscription to work on your own business plan, either.

You need something impressive and simple to finish.

That’s why it’s really awesome that you are using the template kit – these are the same templates used by professional business plan consultants and these templates have already won other entrepreneurs millions in funding.

Unlike outdated, CRAZY complex templates out there, these are



Bank Ready…

Plus, they have a unique easy-to-read design


custom, fully built-for-you financials.

Are you ready to have a business plan DONE so you can actually get to business??

Let’s get going!!!

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