Tools for you and your lending team:

A snapshot of potential borrowers your institution can review and invite to apply for lending based on their stated needs and their OpsInsight report.  More >>

Tools for the businesses you work with:

A step-by-step easy to use business model builder that includes customer discovery and financial validation tools.  Clients can save their progress and resume as needed from any computer or tablet.  More >>

For businesses that would benefit from an experienced outside perspective and/or help getting their business model or operations plan nailed down.   More >>

A consolidated business plan builder that produces detailed data oriented reports focusing on the information lenders want without having to write a lengthy narrative or worry about formatting.  More >>


If attending networking events, sending mailers and cold calls aren't filling your pipeline with good deals try something new.  Our network of businesses have business plans waiting for your review; if you find one you like invite them to apply for the lending product you think best fits their capabilities and their ask.  Especially if you are a regional or national lender, this service can save you tons of time and increase your efficiency without leaving the office.


BPS ModelTM 

The Business Model BuilderTM is a comprehensive business model planning and testing tool.  After trying other business modeling tools with little success and lots of frustration we decided to build our own based on what we knew small business owners actually wanted and needed.  Not so complicated that you cant figure it out and not so basic that you cant use the end result to launch or grow your business.   

We use a question and answer format to guide entrepreneurs through the different areas of their business asking the same kind of questions a consultant asks when helping clients build their custom business model or growth plan.  Clients can move at their own pace and can stop and save whenever they want.  There are three business model design modules and two validation modules to make sure that the market is real, is receptive to the business, and that the financial and operational assumptions of the model are accurate and in sync with each other.  The result is a highly accurate business model and very high level of understanding about how the business processes work, along with a matching level of confidence that it can perform financially.  After completing this process the business owners you work with will be equipped to seek investment or lending and answer, or get an answer, to any questions you may have about their business.  

BPS InsightTM

BPS Insight is a consolidated business plan builder that dramatically improves the way business plans are created.  Many entrepreneurs know their business inside & out, but are not good writers or have language barriers so they have a hard time explaining how & why their business works in written form.  These bankable  businesses are getting overlooked because the traditional format of business plans is either foreign or intimidating to the owners.  On the other hand, people that are good writers but really don't have a comprehensive understanding of how they will run the business and make money are getting funded because they know how to present the information that lenders & investors want to see in an attractive format.  


BPS Insight levels the playing field for entrepreneurs, and improves the plan-review process for evaluators by standardizing the format, reducing the narrative length (where most of the persuasive writing takes place), and providing the specific data elements needed to make decisions.  We do this by drawing directly from the business model, operations plan, financial validation and market validation modules then compiling the data and applying calculations to create a plan that delivers the relevant facts, figures, explanations, and ratios lenders, investors and evaluators want in a more condensed format that is easier to read and analyse.  Once you start using these plans you wont want to use a traditional plan again.


Consulting Services

For situations when your applicant has already written a traditional business plan but has missed the mark  and needs someone to double check their thinking about their operations or their financial potential, we offer consulting services through a network of independent consultants.  These consultants can walk through your applicant's plan with them and point out things they may have missed or assumed incorrectly and help them get on track with a plan that reflects the likely realities of their planned business launch or expansion.

Ready to get started ? 
We are ready to answer your questions. 
806-680-2815 |