Upmetrics

Business Plan Writing Services

Get funding with our Professionally written plans

We develop business plans that help you start, scale, and get financing. From SBA loans and government grants to investor funding—we create plans that meet any lender/investor requirement.

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Capterra rating - Excellent 4.9/5.0
Business plan writing services
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Why Choose Upmetrics for Business Plan Writing?

Planning Expertise

Our experts have been working with entrepreneurs across industries since 2019, helping them plan, pitch, and get funded.

Planning Expertise

Proven Success

Plans and pitch decks created through our process & methodology have helped our clients raise over $1.2B in funding.

Proven Success

A leading platform

Get free access to Upmetrics' #1 business plan software, featuring tools for detailed planning and presentations.

A leading platform

Business Plan Writing Services for Everyone

Business plan writing services, designed to meet your diverse needs—from detailed, lender-ready plans to investor-ready presentations and comprehensive plan updates—all done by experts.

Nonprofit business plans
Startup business plan

Complete, professional business plans that guide growth

Starting a new business? Whether seeking bank loans, investor funding, or strategic partnerships—you need a business plan. We create plans that showcase market opportunity, competitive advantage, and financial projections, ensuring your business strategy resonates with stakeholders.

Bank-compliant business plans
SBA/Bank Business Plan

Business plans that meet SBA requirements and banking standards

Need funding through SBA or bank loans? Both require detailed business plans that demonstrate viability and repayment capability. We create SBA-compliant plans with precise financial projections that meet lender requirements and maximize approval chances.

Investor ready business plans
Investor Business Plan

Strategic plans designed to win VCs and angel investors

Securing investor capital requires more than numbers—it demands a compelling growth story. We develop investor-focused plans that highlight scalability, market opportunity, and return potential with clear exit strategies.

Immigration business plans
Immigration Business Plan

Meet visa requirements and immigration investment standards

Planning to establish a business through an immigration visa? We specialize in creating detailed business plans that satisfy USCIS requirements for E-2, EB-5, L-1, and other visa categories, demonstrating economic impact and job creation potential.

Business plan revamp
Business Plan Revamp

Update your existing business plan with current market data

Markets evolve, and so should your business plan. Our update service refreshes your existing plan with current market research, updated financial projections, and revised strategies to reflect your business’s growth and changing competitive landscape.

Hire Upmetrics business plan writers today

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Loved by forward-thinking entrepreneurs and business owners

Check out what our clients have to say about their experience with Upmetrics.

5 Star Review

The professionals at Upmetrics are incredible. We have already used them for three plans that were all top-notch, and we will be using them for our next one. Highly recommend!

Brian M.

Brian M.

Founder of HomePro

5 Star Review

Loved working with the professionals at Upmetrics! It was the personal experience I was wanting. They kept me in the loop weekly and came up with ideas and solutions I hadn’t thought of. I plan on working with them as my business grows.

Kevin W.

Kevin W.

Owner of OC3

5 Star Review

First time using them, but it won’t be my last. I think I’m addicted to how simple they made this process for me. I have ZERO regrets and find myself finding other tasks I can use their services for. I’d recommend the Upmetrics team for all of your business plan wants and needs.

Amelia L.

Amelia L.

Owner FastRap Trucking

Business Planning for Every Stage of Growth

Startup planning & launch

Startup Planning & launch

Validate your business concept with market research.
Estimate initial startup costs and other expenses.
Outline operational frameworks for sustainable launch.
Pitching to lenders investors

Pitching to Lenders/ Investors

Lender/investor focused business plans.
Ensure accurate & realistic financial projections.
Strategic consultation to navigate the early stage.
Expand and scale

Expand and Scale

Strategic growth plans for new products or markets.
Detailed expansion budgets and funding requirements.
Operational planning for sustainable growth.

Upmetrics plan consultants helped a passionate thrift entrepreneur turn her vision into Unique Boutique Secondhand Store — a vibrant resale boutique just outside New York City

Learn More
Unique Boutique Secondhand Store

Our Business Planning Process

Our business planning process
Initial Discovery Call

Initial Discovery Call

We will begin your journey with a comprehensive discovery session to discuss your business goals.

Strategic Market Research

Strategic Market Research

Our team then conducts a thorough market research to identify trends, competition, and opportunities.

Draft a Plan & Financial Modeling

Draft a Plan & Financial Modeling

Next, we draft your entire business plan with detailed sections, and develop robust financial models.

Design and review

Design and review

Collaborate with you to review, refine, and perfect your business plan, ensuring it meets your specific goals.

Kaylee Philbrick Theuerkauf

Meet Kaylee, Our Lead Consultant

Kaylee, and our team of professional plan writers & consultants ensure your plan stands out and helps you secure funding and achieve your goals.

  • Strategic business planning
  • Financial modeling expertise
  • Market research proficiency
Schedule Free Consultation

Frequently Asked Questions

Working with Your Business Plan Writer & Consultant

You’ll be assigned a dedicated team of professional business plan writers with specific expertise in your industry. Each team member brings deep industry knowledge and proven business planning experience to ensure your plan meets sector-specific requirements and standards.

What’s Included in Your Business Plan Service

Your comprehensive service includes a detailed business plan document, professional financial projections, market research and analysis, plus one month of free access to Upmetrics software. You can customize your package based on specific needs and requirements.

Pricing & Timelines

Our pricing depends on your specific requirements, business complexity, and timeline needs. Contact us for a customized quote based on your unique project scope and objectives.

Results, Outcomes & Why Choose Upmetrics

A professionally written plan significantly increases funding success because lenders and investors see thousands of plans. Ours stand out with proper financial modeling, market validation, and compelling narratives that demonstrate viability and return potential.