PLEASE READ BEFORE SCHEDULING YOUR APPOINTMENT

• For topics like government contracting, procurement, SAM registration, or certifications (e.g., woman-owned, minority-owned, veteran-owned, service-disabled owned, disadvantaged business, certified HUBZone), please head over to relevant SBA resources or specialized consultants; do not schedule a session with Business Plan Bureau for those topics, as we specialize in SBA and commercial loan business plans.

• Please do not schedule multiple sessions at a time with the same consultant or with multiple consultants.

• You will receive a confirmation email with CANCEL and RESCHEDULE links.

  • NOTE: If you do not see it in your Inbox, please check your "All Mail" (Gmail), spam or other similar folders for an email from "notifications@calendly.com", or search for "Calendly."

• Our initial two-hour strategy session is required and costs $150, which is credited toward your final business plan invoice if you proceed. This fee acts as a paywall to ensure we're working with serious clients committed to obtaining funding for their business. It includes an in-depth consultation to evaluate your business model and funding goals. Feel free to bring any relevant information you have to discuss during the session.

• All services are delivered online via Zoom, email, and secure file sharing, and we serve clients nationwide. No refunds are offered for the strategy session or other services.