We Help Business Owners Fund.Start.Build.Launch.Scale.Grow.Compete.Lead.Pivot.Thrive.Win.Exit.
We find you the right funding, get you approved, and stay to handle everything else — business plans, bookkeeping, accounting, marketing, strategic advisory, and exit planning. All in one place, with one partner.
1,000+ clients served across 65+ countries. Over $2.2 billion in facilitated funding. 100% SBA loan approval rate.
How Can We Help
What Do You Need Right Now?
Whether you need funding, financial management, growth strategy, or an exit plan, every service connects to your full business lifecycle.
Get Funded
We find you the right lender, prepare your loan documentation, and get you approved. SBA loans, acquisition financing, equipment loans, and working capital.
Get Organized
Clean books, clear numbers, smart decisions. We handle your bookkeeping, accounting, tax strategy, and fractional CFO needs so you can focus on running your business.
Get Growing
Build the engine that turns your business into a market leader. Marketing, brand strategy, social media, and strategic advisory built on real data from your financials.
Get Ready
Whether you are launching, raising, or selling, we build what you need to move. Business plans, pitch decks, exit planning, valuation, and M&A prep.
The Full Lifecycle Advantage
Every Service Feeds the Next.
When your services come from one firm, nothing gets lost between vendors. Every piece of work builds on the last.
Business Plan→Loan Application
Your business plan builds your loan documentation from the same data. No rewriting, no lost context, no starting over with a second firm.
Funding→Bookkeeping
Your loan closes and your books are already set up. Same team tracks every dollar from day one so nothing falls through the cracks.
Financials→Pitch Deck
Real numbers from your financial models flow straight into your pitch deck. Investors see traction backed by actuals, not guesses on a slide.
CFO→Tax Strategy
Your fractional CFO and tax strategist work from the same books. They coordinate in real time instead of trading emails once a quarter.
One firm. One team. Everything connected.
That is what full lifecycle consulting actually looks like.
Service Finder
Not sure where to start?
Answer a few quick questions and we will match you with the exact services your business needs right now.
4 Quick Questions
Find your perfect service match in under 30 seconds
30 seconds
100% free
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"The Exceptional Plan doesn't treat clients like transactions. They make you feel like part of the team, with care, pride, and true collaboration in every detail."
"I'd give more stars if I could. The Exceptional Plan took my idea and turned it into the best business plan my banker had ever seen. They guided me with care, cheered me on, and treated me like a friend. The best investment I've made in my business."
"Available day or night, The Exceptional Plan team delivers business plans and financials that consistently earn praise from reviewers including investors. Their quick turnaround and attention to detail make them a trusted ongoing partner."
Case Studies
Real Results From Real Clients.
After years in the investment industry, a seasoned professional was ready to launch his own family office. The Exceptional Plan developed the comprehensive strategic plan and operational framework needed to stand up a $400 million AUM operation from the ground up.
The deliverable covered everything from governance structure to investment policy, giving him the roadmap to operationalize the office, onboard service providers, and begin deploying capital with confidence.
A family secured $700K in funding to launch a franchise operation, backed by a TEP business plan built for franchisor and lender approval.
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A business owner secured a $350K SBA loan with a business plan that demonstrated market demand and financial viability to lenders.
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A Canadian entrepreneur partnered with The Exceptional Plan to develop a comprehensive plan and financial strategy that secured $3 million in funding to launch a healthcare company in Alberta.
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A long-term employee acquired the company where they built their career, backed by a $3.8M SBA loan secured with a TEP business plan that facilitated a smooth ownership transition.
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Fueled by people who actually care how your business turns out.
We're a small, mighty team that has helped entrepreneurs across 65+ countries start, fund, scale, and exit their businesses. We're also...
- Dog parents
- Parents
- Early risers
- Perfectionists
- Spreadsheet nerds
- Pitch deck obsessives
- SBA whisperers
- Pilates addicts
- Strategy junkies
- Marketplace Method believers
- Brand snobs (in a good way)
- Carb cyclers
- World travelers
- Startup kids at heart
- ...and your biggest cheerleaders
Schedule Your Call
Pick a Time That Works for You.
Your first conversation is free. No obligations, no pressure. Just a clear-eyed look at where your business is and where it could go.
Prefer to call? 316-218-9898
Common Questions
What Business Owners Ask Us.
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What does The Exceptional Plan actually do?
We are a full-lifecycle business consulting firm. That means we help you at every stage, from writing your first business plan and getting funded through SBA loans, to managing your bookkeeping, tax strategy, and fractional CFO needs as you grow.
When you are ready to scale, we handle marketing, brand strategy, and growth planning. And when it is time to sell, we manage your exit plan, valuation, and M&A preparation. One firm, start to finish.
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How much do your services cost?
Project-based services like business plans and pitch decks typically range from $2,500 to $3,500. Ongoing services like bookkeeping and fractional CFO are billed monthly based on scope. Consulting is $250 per hour.
Every engagement starts with a free consultation where we scope exactly what you need and give you a transparent quote before any work begins.
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What industries do you work with?
We work across industries. Our clients include restaurants, e-commerce brands, healthcare practices, tech startups, franchises, construction companies, and professional service firms. We have served over 1,000 clients across 65+ countries.
Our strategic advisory and financial planning frameworks adapt to your specific market. Whether you are opening a local storefront or building a SaaS company, the fundamentals of sound planning and clean financials are the same.
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How do I know which service I need?
That is exactly what your free consultation is for. We listen to where you are, where you want to go, and recommend the right starting point. Most clients begin with either funding, financial management, or a business plan, and then layer on additional services as their needs evolve.
You can also take our Service Finder quiz to get a quick recommendation in about 30 seconds.
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Do you work with startups or only established businesses?
Both. For startups, we offer the Exceptional Start programs that bundle everything you need to launch, including your startup business plan, pitch deck, financial projections, and funding strategy.
For established businesses, we provide fractional CFO services, growth planning, succession planning, and everything in between. Our full-lifecycle model means we grow with you.
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What is your SBA loan approval rate?
We maintain a 100% SBA loan approval rate. That is because we do not just write the plan and hope for the best. We prepare your complete loan documentation package, match you with the right lender for your deal, and manage the process through closing.
We have facilitated over $2.2 billion in funding across SBA loans, acquisition financing, equipment loans, and working capital. Once funded, your same team can move straight into bookkeeping and financial management.
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Can one firm really handle planning, financials, marketing, and exits?
That is the entire point. When your business plan, financial models, marketing strategy, and exit plan all come from the same team, every service builds on the one before it. No handoffs between vendors, no lost context, no starting from scratch.
We have been operating this model since 2021 and have served over 1,000 clients with an average 5/5 star rating. The model works because each service feeds real data into the next.
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How quickly can we get started?
Usually within a few days. Book a free consultation and we will have a clear scope and timeline by the end of that call. Most project-based work like business plans and pitch decks is completed within two to four weeks depending on complexity.
Ongoing services like bookkeeping and fractional CFO can be onboarded within a week. We keep our process simple so you spend less time in meetings and more time running your business.
Ready to Build Something Exceptional?
Whether you are writing your first business plan or preparing for an exit, we are here for the entire journey. One team. One call to get started.
Book a Free Strategy CallOr call us directly at 316-218-9898