Business plans & funding readiness

Make the business case.
Prepare for the funding conversation.

Margin Max helps write or revise a business plan, document financial assumptions and organize the records a lender requests. The project produces the agreed documents and explanations; the lender decides whether to provide funding.

Discuss your plan →Book a 30-minute call →

Custom scope and quote · Fee agreed before work begins

Choose the work you need

Business plan.
Financial assumptions.
Lender documents.

Business-plan preparation

Organize the business model, market context, operating plan, funding purpose and financial assumptions into an agreed document. New plans and revisions are scoped separately.

Loan-package readiness

Identify the lender’s requested materials, organize existing financial records and explain the assumptions behind projections. We agree which documents we prepare and which you or your accountant supply.

Credit understanding

Where relevant, discuss how to read credit information and prepare questions for a lender. This is education and preparation, not a credit-repair program or a promise of improved scores.

Relevant experience

Financial work that supports
a serious conversation.

Jeremy’s financial reporting and lender-support documentation contributed to the $16.5 million refinance of 60 Thompson NYC. This is historical experience, not a financing result promised for your project.

Certified FICO Professional coursework documented by AllRegs Academy in 2015 covers credit reports, FICO® scores and communicating credit information.

More about Jeremy’s experience →

What we confirm before you commit

  • Your business, intended audience and purpose of the plan.
  • The records available and any gaps requiring separate work.
  • Document length, projections, revision limits and delivery timing.
  • Margin Max’s deliverables and any agreed specialist or referral.
  • The total fee and acceptance criteria.

Lending decisions remain with the lender. We do not guarantee approval, arrange a loan or commit a lender to terms. Legal and tax advice require appropriately qualified professionals.

Tell us what you’re preparing for.

Share your business type, the plan or lender package you need and your target date. Leave account numbers, credit reports and private financial records out of the initial inquiry.

Start a funding-readiness inquiry →