Business Plan Writing and Mentoring, Made Plain.
MBA-led business plans, plan reviews, and ongoing mentoring for founders and small businesses in Southwest Virginia and nationwide by video.
- MBA-led
- Free 30-minute discovery call
- Templates used with paying clients
- Based in Southwest Virginia
"If you cannot explain the logic of your venture on a single page, you do not yet own the strategy."
Who this is for
Starting a business
Turn the idea into a plan you can act on.
Applying for an SBA or bank loan
A plan written for the loan officer who reads it.
Pitching investors
A credible plan and numbers that hold up to questions.
Growing or restructuring
A shared plan your team can execute.
The Path
Three movements. Low commitment in, high momentum out.
Discover
A FREE 30-minute discovery call. You articulate the vision and the roadblock; we map where the work actually is.
Book a callPlan
We co-build the roadmap (full plan, canvas, or a hybrid) written in the language your team and your investors both speak. "Make it plain."
See servicesExecute
Ongoing mentoring, live training, or an executive learning retreat to keep momentum and accountability.
Tour the retreatThe Service Ladder
Business plan writing, plan reviews, mentoring, and training. Pick the rung that fits the moment.
Get the plan done
Business Plan Review
Send your draft. Get written markup and a 45-minute video review.
Business Plan Writing
A lender-ready or investor-ready plan, researched and written with you.
Keep the momentum
Virtual Mentoring
Email access plus a monthly half-hour video check-in.
Online Focused Meetings
Co-working single-topic expert consulting over video.
Live On-Site Training: Half Day
Four-hour on-site working session for small teams.
Live On-Site Training: Full Day
Eight-hour on-site intensive for small teams.
Executive Learning Retreat
On-site multi-day retreat for small teams, lodging included.
Get the full BusinessPlan.MBA plan template.
The same plan structure used with paying clients: executive summary, market, operations, and financials. Enter your first name and email and the download opens right away.
No spam. Your email is never sold or shared.
Executive Learning Retreats
Unplug to focus. Multi-day executive retreats with private lodging, a custom 3-5 day agenda, catered meals and quiet built around the deepest strategic work of your year. Held at Flannagan Lodge for intimate groups of 1 to 4, or at The Breaks Interstate Park for larger gatherings up to 10 attendees. The venue matches the size and purpose of your session.
Explore retreatsTemplates that ship the work.
The same business plan, canvas, forecasting, and marketing templates I use with paying clients - available to download, no strings.
Download templatesDo You Need an LLC? Understand the Decision Before You File
Sole proprietor, single-member LLC, disregarded entity, corporation, S corporation election. What each one actually means, in plain language, before you commit.
Read the articleClarity is the ultimate competitive advantage.
Spend thirty minutes walking through your current roadblock. No pressure, just perspective.
Schedule via TidyCalLimited to a small number of new engagements each month