For Small Businesses Right-sized help, honestly priced.
Not every business needs a full firm engagement, and we will not sell you one you do not need. These are genuinely smaller products for owners on a tighter budget, not stripped-down versions of the firm book.
Owner's Working Session
Two to three hours, live, on your business
$650
You bring the decision you are stuck on. We work it live, together. You leave the call with a plan outline, a financial model shell, and a prioritized next-step list you can act on yourself.
What this is, plainly:
Nothing is delivered after the call. The working session is the product. That boundary is what keeps it at $650 instead of a full engagement, and it is the honest deal: you get a senior advisor's thinking and a clear set of next steps, and you do the building.
Essential Plan
A funded plan for a raise under $250K
$1,250
A custom business plan with a real financial model, scoped for a smaller raise: an SBA microloan, a community lender, or an early friends-and-family round. Custom-written, never a template. A three-installment payment plan is available.
For a $150K SBA loan, $1,250 is roughly 0.8% of the capital it helps unlock, and it is below what a typical loan packager charges for the same paperwork. The difference is that you also get the plan and the model.
No budget yet?
Use our templates, free
If there is genuinely no budget right now, the honest answer is not a cheap engagement. It is a good template and your own effort. Our business-plan template, financial model, pitch-deck framework, and more are free to download and use today.
Raising more than $250K, or need a full engagement? See the firm pricing →
FAQ
Questions owners ask before choosing
What is the Owner’s Working Session and what do I leave with?
Two to three live hours with a senior advisor, working the decision you are stuck on. You leave with a plan outline, a financial model shell, and a prioritized next-step list you can act on yourself. Nothing is delivered after the call; the session is the product, and that boundary is what keeps it at $650.
Is the $1,250 Essential Plan a template?
No. It is a custom-written business plan with a real financial model, scoped for a raise under $250K such as an SBA microloan, a community lender, or a friends-and-family round. It can be paid in three equal installments.
How is the Essential Plan different from the $3,250 business plan?
Scope. The Essential Plan is built for a raise under $250K and the readers involved in one. The firm business plan starts at $3,250 for a $250K to $2M raise, $7,500 for $2M to $25M, and from $12,500 for project finance or institutional work, with deeper market research and modeling to match those readers.
What if I have no budget at all right now?
Then the honest answer is not a cheap engagement. CMA publishes its business-plan template, three-statement financial model, pitch-deck framework, and other planning documents free, with no email required, and you do the work yourself.
Are these prices fixed?
Yes. Both products are fixed prices, paid online through a secure QuickBooks link, and CMA does not bill by the hour for anything. If a working session turns into a larger engagement, that engagement is scoped and priced in writing before any work starts.