Business Plan Writers Near Me | Remote US Services

Looking for a writer near you?

If you searched for business plan writers near me, here is the location answer plainly: The Biz Plans is based in Toronto, Canada, and works with US clients remotely across all 50 states. We do not have a US office or offer in-person US meetings. Discovery and review take place by video call and shared documents.

Business plan writing does not require a nearby office. Business records can be reviewed digitally, and the narrative and financial model can be developed together online. SBA and federal visa programs provide national frameworks for the documents and requirements being addressed. The receiving lender’s checklist and your attorney’s instructions still govern the specific scope; local market evidence, operating costs and applicable state or local requirements must reflect your actual business. A writer’s credentials, financial modelling and familiarity with the intended reader matter more than proximity.

What to look for in a business plan writer

Use these questions to compare writers before agreeing to an engagement:

Verifiable credentials: Ask who holds the qualifications and which jurisdiction issued them. An accounting or immigration credential should be described accurately, including its limits.
Financial modelling included: Ask whether the scope includes connected profit and loss, cash flow and balance sheet projections. Can the writer explain revenue drivers, staffing, funding sources, debt repayments and the assumptions behind the numbers?
Lender or visa familiarity: Ask how the plan will address your receiving lender’s checklist or your attorney’s filing instructions. A general business narrative needs adaptation to the intended reader.
Samples of work: Look for clear sourcing, consistent assumptions and financial schedules that agree with the narrative. Review our US SBA loan sample from the sample library, a fictional US-context teaching example in USD, rather than treating sample figures as your own forecast.
Who actually writes the plan: Ask who drafts the narrative, builds the model and answers technical questions during review. Confirm those responsibilities and the included revisions in the scope.

Before deciding, ask the writer to explain one forecast assumption and how changing it affects cash flow. That conversation helps you assess whether the work will be useful when a lender or attorney asks follow-up questions.

Business plan services for US clients

SBA business plans: explain the funding request, use of funds, operating assumptions and repayment case for lender review.
E2 visa business plans: organize the enterprise’s investment, operations, staffing and financial evidence around counsel’s instructions.
L1 visa business plans: describe the proposed US operation, organizational structure and expansion assumptions.
EB5 business plans: connect the project narrative, investment uses, staffing assumptions and financial schedules.
EB2-NIW business plans: explain the proposed endeavor, delivery model, milestones and supporting commercial evidence.
Funding and investor business plans: present the business model, capital needs and financial assumptions for investor review.

Explore the US business plans hub to compare the planning contexts. Your US attorney determines legal eligibility and filing strategy; your lender determines financing requirements and decisions.

How remote delivery works

Discovery call: Discuss the business, US operating location, intended reader, available records and requested deliverables by video call.
Documents: Gather ownership records, management background, historical financial information, cost estimates and lender or attorney instructions through the agreed sharing method.
Draft: Develop the business narrative, market context, operations and staffing plans, distinguishing evidence from assumptions.
Financial model: Build and reconcile the model with the narrative, including funding needs, revenue drivers, expenses and cash flow. US filing projections use US dollars.
Revisions: Review the business facts with you and address attorney or lender feedback within the agreed scope, keeping the model and text consistent.
Final delivery: Provide the agreed final documents for your review and submission through the responsible attorney or lender.

Use the free business plan generator to organize an initial outline before the discovery call. Its output needs verification against your records and the recipient’s requirements.

Who writes your plan?

Atul Jagga, CPA (Ontario) & RCIC-IRB, prepares the business plan and financial model. Financial modelling is included, so the narrative and projections can be developed and reviewed together. The engagement scope defines the research, modelling, revisions and final deliverables.

Atul’s accounting and immigration credentials are Canadian. The Biz Plans provides business-document preparation from Toronto; US legal advice and representation remain with your US attorney.

Frequently asked questions

Do I need a local business plan writer for an SBA loan?

A local office is not generally necessary to prepare the business plan. What matters is evidence about your actual US business, a coherent financial model and a document that addresses the receiving lender’s checklist. Confirm the lender’s requirements before commissioning work. The Biz Plans is based in Toronto and serves US clients remotely.

How does remote business plan delivery work?

We begin with a discovery call and agree the scope, then gather documents, develop the draft, build and reconcile the financial model, address revisions and deliver the agreed final documents. Video calls and shared documents support review throughout the process.

What does a business plan cost?

The work is quote-based. The quote depends on the purpose of the plan, business complexity, available records and agreed research, financial modelling and review scope. Share your project brief and lender or attorney instructions so we can define the deliverables and provide a quote.

How are documents shared?

Documents are exchanged remotely using an agreed sharing method. At the start, confirm how to provide records, who needs access and which version reviewers should use. Identify sensitive material before sharing it and agree the appropriate transfer method with us; avoid sending unnecessary personal information.

How do time zones and meetings work?

The Biz Plans is based in Toronto, in the Eastern time zone. Share your time zone and availability when arranging a video call so we can agree a meeting time. Written comments in shared documents allow review between meetings without requiring everyone to be online together.

Can you work with my attorney or lender?

Yes. We work with your US attorney or lender on the agreed business-document scope, using their instructions and review feedback. You verify the business facts, your attorney handles US legal advice and filing strategy, and your lender sets application requirements and makes lending decisions. Our Canadian credentials do not authorize US legal representation.

Discuss your US business plan

Tell us about your business, its US location, the intended reader and the records you already have. Include your lender’s checklist or attorney’s instructions when available so we can scope the work and provide a quote.

Request a quote Contact The Biz Plans