Dallas, TX · Business Plans & Funding Business Plan Writers & Consultants in Dallas, TX
Custom-written, lender- and investor-ready business plans, pitch decks, and market research — with a real financial model behind every number.
Business Plans & Funding · Dallas
Execute-first, right here in Dallas
Dallas is a headquarters and finance town, and the banks here read a lot of plans. The ones that clear underwriting are rarely the most ambitious; they are the ones where the projections reconcile to the tax returns and the use of funds survives a second reading. Being down the street from the lenders means the revisions happen in a room rather than over a fortnight of email.
The plans we write here are most often for a second location, an acquisition of a competitor, or an SBA-backed purchase of the building a business already rents. Each of those has a different burden of proof, and the document is built to carry the one that applies rather than a general-purpose narrative.
The mistake we see most often is a plan built backwards from the number the owner wants to borrow. Underwriting catches that almost immediately, because the revenue required to service the debt is not supported anywhere in the operating history or the market evidence. The plan then comes back for rework, and the second submission is read more skeptically than the first.
So the sequence is fixed: capacity and pricing first, then what those actually produce, then what that can service. Where the answer is a smaller facility than the owner hoped, we would rather say so in week two than have a credit committee say it in month three.
The alternatives here are a national plan-writing service that never sees the business, or a local accountant extending into advisory. The first is cheap and reads like it; the second is often excellent on the numbers and thinner on the market case. If your plan is straightforward and your accountant is willing, that route is worth taking before ours.
CMA is headquartered in downtown Dallas, so engagements here include in-person working sessions and on-site work across the metroplex — no travel math, no distance.
Published Prices
What a business plan costs in Dallas
The same published prices as every market CMA works in. A plan is priced to the capital it has to unlock, and the number is fixed in writing before any work starts.
Raising $250K to $2M
$3,250
An SBA loan or a seed raise. A lender- and investor-ready plan with a driver-based financial model behind every number.
Typical turnaround: about 2 weeks, or as little as 5 business days
Raising $2M to $25M
$7,500
A priced round or a larger facility. Full projections, market sizing, and the materials diligence expects.
Typical turnaround: about 3 to 5 weeks
Project finance or institutional
From $12,500
Contracted-revenue and nine-figure work, scoped on a call. Draw schedules and debt service coverage by year.
- Raising under $250K? The Essential Plan sits in the small-business lane.
- A pitch deck added to a plan is priced below a standalone deck. The exact number is stated on the intro call. See pitch decks in Dallas.
- Engagements from $2,500 to $9,500 are paid in three equal installments. Engagements above $9,500 are 50% to start and 50% on delivery. Every price is on the pricing page.
Local Funding
Where Dallas plans go to get funded
A plan is written for a reader. In Dallas that reader is usually one of the following, and each one looks for something different. Knowing which desk the plan lands on decides what goes on page one.
SBA Dallas / Fort Worth District Office
The district office covers 72 counties in northeastern Texas and connects owners to SBA funding programs, counseling, and participating lenders. On the main loan programs the money comes from a participating lender with an SBA guarantee, so the lender’s underwriter is the person who reads your plan.
Dallas banks and SBA lenders
An underwriter starts with whether the business can carry the payment: cash flow against debt service, projections that reconcile to the tax returns, and a use of funds that holds up on a second reading. The narrative is read after the numbers, not before.
North Texas SBDC Network
Hosted by Dallas College, the network offers business advising, workshops, and seminars on loan planning. For a straightforward plan and a modest request, start there before paying anyone, us included.
SCORE Dallas
Volunteer mentors with operating experience who will talk a plan through with you. Useful for a first-time owner who wants a second opinion before a lender gives the first one.
Community lenders: BCL of Texas and LiftFund
Community lenders that publish small business loan programs, including SBA 504 lending. BCL of Texas has an office in Dallas. LiftFund is a Texas-based nonprofit offering SBA 7(a) Community Advantage, SBA 504, and small business loans. They still expect a plan, and they read it closely.
A lending marketplace
Where a bank is not the right fit, CMA can introduce you to National Business Capital, a marketplace with a network of 75+ lenders. We prepare the financials and position the application.
CMA is a consulting firm, not a lender, and is not affiliated with the SBA, the SBDC, SCORE, or the community lenders named here. Programs and terms change, so confirm the current ones with each organization.
Disclosure: National Business Capital is a referral partner, not a lender. CMA does not make loans or credit decisions, and CMA may receive a referral fee if you obtain financing through them.
Other CMA practices in Dallas
Business Plans & Funding in other Texas markets
Free Tools
Run the numbers before a lender does
Free tools and guides, with no email needed for the calculators.
Further Reading
Written for Dallas operators
Proven Work
Business plans we have actually written
Real engagements, Texas work first, with the figures each one published.
Staffing & Workforce Solutions
MIX Staffing: A Five-Year Plan for a Dallas Staffing Firm
5-yeara 2026–2030 business plan with a matching financial model
A complete five-year plan, model, brand, and deck for a growth-stage staffing firm
Read the engagement
Hospitality & Private Membership
The New Modern Country Club: The Numbers Behind a Members-Only Wellness Destination
$12.5Mcapital modeled, returning a 17.45% five-year IRR
A fundable structure, a defensible market case, and a full investor package for a private wellness club
Read the engagement
Specialty Retail & Grocery
Desi Pantry: A Grocery Plan Grounded in a Proven Operator
$1.3M → $1.5Mmodeled revenue across the first three years
A lender-ready plan built on a real operator advantage and a defined community
Read the engagementClient Voices
In their words
“Dallas took a complex deep-tech startup concept and transformed it into a highly professional, investor-grade business plan that exceeded my expectations in every way. The final plan looks and reads like something prepared for a serious venture-backed technology company.”
“Dallas brought clarity, structure, and professionalism to our project. His communication and attention to detail stood out, and he was fully committed to delivering quality work. We are continuing to work together and I would highly recommend him to other business owners.”
FAQ
Business Plans & Funding in Dallas — questions
Do you work with businesses in Dallas?
Yes. CMA is headquartered in downtown Dallas, so engagements here include in-person working sessions and on-site work across the metroplex — no travel math, no distance. Business Plans & Funding for Dallas clients runs to the same fixed-scope, fixed-price standard as everywhere CMA works.
How does a Dallas engagement start?
With a 30-minute intro call: your situation, an exact scope, and a fixed price in writing — no obligation. From there the work begins, with deliverables and a timeline you can hold us to.
How much does a business plan cost in Dallas?
CMA publishes its prices. A plan for a $250K to $2M raise is $3,250, a plan for a $2M to $25M raise is $7,500, and project finance work starts at $12,500. Owners raising under $250K can use the $1,250 Essential Plan. There is no Dallas markup, and the price is fixed in writing before work begins.
Do you work on site in Dallas, or remotely?
Both, and the choice is made by the work rather than the postcode. Dallas sits inside our standing on-site territory, so in-person working sessions and floor-level work carry no travel premium. Document-driven work — plans, decks, research, models — runs just as well on a remote working-session cadence.
Will the plan be written for my business, or filled in from a template?
Written for your business. The financial model is built from your own pricing, costs, and capacity, and the narrative is written after it so the two agree. Templates are what get plans sent back: an underwriter reads dozens a month and recognizes one immediately.
How long does a business plan take?
Typically about 2 weeks, and as little as 5 business days when your deadline requires it. A plan for a $2M to $25M raise takes longer, about 3 to 5 weeks. The timeline is written into the scope with the price, and it depends on how quickly your financials and background material reach us.
What does an SBA lender in Dallas want to see in a business plan?
Evidence that the business can carry the payment. That means projections that reconcile to your tax returns and operating history, a debt service coverage ratio with room in it, a use of funds that is specific, and a market case built from evidence rather than optimism. The lender, not the SBA, underwrites the loan, so the plan is written for that underwriter.
Can we meet in person about the plan?
Yes. CMA is headquartered at 1910 Pacific Avenue in downtown Dallas. Intro calls are virtual for speed, and Dallas engagements usually include working sessions at our office or at your business, whichever serves the work.
Do you write plans for an acquisition, a second location, or buying our building?
Yes, and those are the most common Dallas briefs. Each carries a different burden of proof: an acquisition turns on the target’s cash flow, a second location on whether it cannibalizes the first, and a real estate purchase on coverage after the new payment. The plan is built for the one that applies.
Do I need a business plan or a pitch deck?
It depends on the reader. Banks and SBA lenders want the written plan. Most equity investors want a deck first and the detail on request. If you are approaching both, the two are built from one financial model so they cannot contradict each other.