Business Plans & Financing for New York Businesses
In Plain Terms
Business plans and financing support from The C2 Group Inc. produces lender- and investor-ready documents and the financial model behind them, for New York businesses seeking an SBA or conventional loan, raising capital, or restructuring debt. This service is for owners whose numbers need to survive a lender's review and whose plan needs to read like it was written by someone who has been approved before.
You Are Probably Here Because
The signs that brought you to this page.
You need an SBA or conventional loan and your numbers will not survive underwriting.
You are raising capital and need a plan and model investors will take seriously.
Your bank asked for projections and you do not have a defensible model.
You are restructuring debt and need a package for the lender.
You want lender introductions from someone who knows the market.
You have a pitch deck but no real financial model behind it.
What Is Included
Concrete deliverables, not adjectives.
- Lender- and investor-ready business plan
- Integrated financial model and multi-year projections
- SBA and conventional loan package preparation
- Capital structure advice
- Lender introductions where appropriate
- Assumption documentation and sensitivity analysis
- Support through underwriting and closing
How the Engagement Runs
Timeline
A business plan and financing package runs three to six weeks depending on complexity and lender requirements.
What You Supply
- Historical financials and current statements
- Information on the loan purpose or use of funds
- Existing relationships with banks or lenders
- Operating assumptions and growth expectations
What It Costs
Business plan and financing engagements are a fixed fee. A lender-ready plan and model typically ranges from $5,000 to $15,000. SBA and conventional loan packaging is included where needed. You receive a written quote after the free consultation.
Start Here
Tell us what is going on. A senior advisor reads every message.
The first consultation is free. Daniel W. Correa, CPA, PhD, or a senior advisor responds within one business day.
(914) 210-1008Representative Engagement
The shape of the work.
A representative plans & financing engagement:
Business plans and financing support from The C2 Group Inc. produces lender- and investor-ready documents and the financial model behind them, for New York businesses seeking an SBA or conventional loan, raising capital, or restructuring debt. This service is for owners whose numbers need to survive a lender's review and whose plan needs to read like it was written by someone who has been approved before. The engagement runs on a written scope, timeline, and fee agreed after the free consultation. You speak to a senior advisor throughout, not a junior handoff.
See all case studiesQuestions
About Plans & Financing.
Yes, where appropriate. We help prepare the package, advise on capital structure, and introduce you to lenders we know when the opportunity fits. The plan and the numbers have to be right first.
Free Consultation
A 30-minute call costs you nothing. Not making it can cost you a quarter.
Tell us what is going on in the business. We will tell you whether we can help, what it would look like, and what it would cost. No pressure, no obligation.
Results, not reports.