Professional business plan templates & full projections
Get the business plan financial template that shows you how to make a business plan approved for use in: bank loan (SBA) applications, investor discussions, & partner presentations
The Set for Success Business Plan Template Kit
$29
This Business Plan Template Kit Includes 3 Bundle Packages:
The Designer Template Pack, Which Includes:
- 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
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!)
Plus the Bonuses Pack, With Extras Including:
- 1st BONUS: Get the list of exactly where to go to find and connect with investors online
- 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
- 4th BONUS: Get a copy of How to Avoid Startup Failure ebook
Frequently Asked Questions
How does the $29 payment work?
When you click to buy the kit, you will be guided to pay $29.99 with any debit or credit card (or, you can use your PayPal login details to pay if you have an account with PayPal already).
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. $29.99 is all you will pay, ever, for full lifetime access to the kit materials.
Guaranteed.
What if I need support, help, guidance, or feel stuck?
This template kit comes with 1 on 1 access to a professional business plan writer from the Forbes Business Development Council. Use this free hour to:
- Get a professional review of the strategy in your finished business plan
- Ask for help and guidance on your business plan as you work through it
- Have personal support on building your financials correctly
- Receive advice on making your business plan perfect for investor pitching
- Request a review of your business plan to make sure it is SBA-ready
I need a business plan for an SBA loan, is this kit going to help me?
Yes, using this business plan template kit will allow you to have a business plan that meets SBA standards. It was designed specifically to meet underwriting criteria for both SBA 7a loan applications and for SBA 504 loan applications.
Are the templates in this kit appropriate for showing to investors?
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.
What makes these templates unique?
Most templates range anywhere from 20 pages to 45 pages of just instructions…and those instructions say NOTHING about how to create financial projections.
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 sales tactics throughout – 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 audience.
How do the financials in this kit work?
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.
I've never done a business plan before, is this going to show me exactly what to do?
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 Business Plan Consultant.

Ordering a business plan from me costs thousands.
Or, you can use this business plan template kit full of my tools and templates to have a professional business plan for under $30.
I created these templates for entrepreneurs who are on a budget, and who need something easy and stunning – and affordable!
Click Here: Why Should You Trust Me?
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 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 by not having a 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
Clean…
Modern…
Bank Ready…
Investor-Impressing…
Plus, they have a unique easy-to-read design
and
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!!!