Who this is for
A business owner preparing for a funding conversation or application.
Common situations
- Loan prep
- Grant prep
- Funding conversations
Get started
$4,500
The price covers the deliverables listed on this page. Review the scope and purchase policy before checkout.
Secure card payment is handled through checkout.
What you get
- Business summary
- Use-of-funds section
- Customer and revenue explanation
- Operating plan
- Questions to prepare for
You receive the finished materials listed for the package, along with any templates or operating notes included in the scope.
What the work produces
- Finished materials for the selected business task
- Reusable language, templates, or operating steps where the package calls for them
- A defined handoff for putting the work into use
What to have ready
- Financial numbers are based on the assumptions and information you provide
- This package does not provide legal, tax, investment, or lending advice
- Larger financial modeling can move into a custom engagement
How work starts
- Use secure checkout for the package.
- You receive payment confirmation after checkout.
- I follow up by email with kickoff instructions and any material requests.
Review the purchase policy for payment, timing, and refund terms.
How the package is structured
- Built around the information you provide
- Written for direct use in the business
- Delivered with the operating notes included in the package scope
Delivery
You receive the finished materials listed for the package, along with any templates or operating notes included in the scope.
Delivery window: 6 business days
Common questions
What should I send?
Send the notes, examples, links, screenshots, recordings, or current materials connected to the package.
How is the work delivered?
The finished materials are delivered electronically in the format described by the package.