Wise Business Plans®

What Wise Business Plans® does

Wise Business Plans is a U.S.-based professional services firm founded in 2010 and headquartered in Las Vegas, NV, that produces custom business plans and financial documents for entrepreneurs, small and mid-sized businesses, and immigration applicants. The firm operates as a consultancy rather than a software company: deliverables are written documents (business plans, CIMs, PPMs, valuation reports, feasibility studies) built by U.S.-based MBA consultants with stated underwriting, investor diligence, and USCIS experience, supported by a library of 15,000+ completed plans across 400+ industries. Core offerings span Bank/SBA and USDA loan plans, investor-grade equity plans, immigration visa plans (E-2, L-1, EB-5, EB-2 NIW, EB-1, H-1B, O-1, plus international equivalents), grants, M&A documentation, exit and succession planning, IPO preparation, and operational documents. Revenue is generated via project-based professional service fees with custom quotes by complexity; standard delivery runs 7-18 business days and the firm self-selects a limited monthly intake. The go-to-market is sales-led and consultation-driven via phone (1-800-496-1056) and Calendly strategy calls, supported by SEO, content marketing, social proof (BBB A+, 4.9/5 reviews, Forbes Business Council), and an attorney referral channel.

In January 2026 the firm launched the Wise Advisory Division extending into fractional CFO services, M&A advisory, IPO preparation support, financial planning and analysis, turnaround and restructuring advisory, and AI-driven predictive modeling, followed in February 2026 by an expansion of funding and capital planning services tied to tighter lending conditions. Distribution remains direct, with website-driven inbound supplemented by attorney referrals; there is no API, SDK, public marketplace listing, or software platform underpinning the offering. The company operates as a privately held LLC with no external venture or private equity investment disclosed and no institutional ownership revealed.

Name

Wise Business Plans®

Legal name

Wise Business Plans LLC

Website

https://wisebusinessplans.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Wise Business Plans is a U.S.-based professional services firm that writes custom business plans, financial forecasts, valuation reports, and immigration visa plans for SMBs, startups, and growth-stage companies, delivered by MBA consultants across 400+ industries.

Ownership category

akta.pro rank

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Custom Business Plan Writing Services: Professional services firm providing custom business plan writing for various purposes including SBA/bank financing, investor capital, immigration visas (E-2, L-1, EB-5), grants, USDA funding, and M&A transactions. Revenue is generated through project-based professional service fees for business plan development, financial forecasting, strategic consulting, and advisory services. The firm does not disclose specific pricing publicly; quotes are provided based on project complexity and client requirements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

No source-resolvable evidence is available in the provided input to describe the core offering.

Product overview

Wise Business Plans® is a U.S.-based professional services firm offering a comprehensive portfolio of business planning and advisory services. The company operates as a single unified service offering with specialized product lines rather than a modular software platform. Core offerings center on custom business plan writing for funding applications (Bank/SBA, USDA, Investor, Immigration visas), while the product portfolio extends to financial forecasting, business valuation, M&A advisory, strategic consulting, and the newly launched Wise Advisory Division providing fractional CFO services and AI-driven predictive modeling. Services are delivered by U.S.-based MBA consultants and span 400+ industries, supporting over $2 billion in client funding since 2010. The company does not offer a software platform but provides professional services culminating in deliverable documents.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• $2B+ in funding supported
• +3 more outcomes

Named customers10 records

Segments8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Scale indicators5 records

Recent moves26 records

Expansion highlights5 records

Direct peers

• Visa Business Plans LLC: Visa Business Plans focuses on USCIS-compliant visa business plans (E-2, L-1, EB-5), making it a direct niche competitor to Wise's immigration practice. Comparable attorney-referral channels and adjudicator-aware writing standards.
• Plan Writers: Plan Writers offers custom business plan writing for SBA loans, startup funding, and investor presentations, serving SMBs and entrepreneurs. Same deliverable-based service model and funding-oriented use cases as Wise.
• Growthink: Growthink is one of the most established U.S. business plan consulting firms, writing custom investor-ready and SBA plans for startups and growth-stage companies. It competes head-on with Wise on plan writing for funding, fundraising, and immigration, with a comparable deliverable model.
• Padilla Business Plans & Consulting: Padilla offers custom business plans and financial consulting for SBA, USDA, and investor funding, with similar SMB-focused service model and consultant-led approach to Wise.
• B2B CFO Partners: B2B CFO Partners provides fractional CFO services and financial leadership to SMBs, closely comparable to Wise's Wise Advisory Division offering. Both serve growing companies needing part-time executive financial guidance.
• Mosaic Business Plans: Mosaic Business Plans provides custom-written business plans for SBA loans, investors, and immigration visas, often paired with financial forecasting. Mirrors Wise's project structure and SMB/entrepreneur target customer.
• Cayenne Consulting: Cayenne Consulting specializes in immigration business plans (E-2, L-1, EB-5, EB-1, EB-2 NIW, etc.), directly overlapping with Wise's immigration product line. Both serve attorneys and foreign nationals needing USCIS-compliant plans with defensible financials.

Emerging players

• LivePlan: LivePlan is a SaaS business planning and financial forecasting tool that automates plan creation — partial overlap with Wise on forecasting and plan generation, but positioned as a software alternative to custom consulting.

Others

• SCORE: SCORE is a U.S. nonprofit network providing free business mentoring, workshops, and plan-review resources to entrepreneurs. It overlaps demographically with Wise's target customers but competes as a free alternative rather than a paid consulting service.

Broad incumbents

• Bplans: Bplans (Palo Alto Software) is a long-standing business planning resource offering templates, sample plans, software, and a planning community — overlapping with Wise's customer base but competing via self-serve tools and content rather than custom consulting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• Xx.com/wiseplans
• YouTubeyoutube.com/channel/UCqhu6tQcLlxZj6WWu44Ht6Q
• Facebookfacebook.com/wisebusinessplans
• LinkedInlinkedin.com/company/wise-business-plans
• Pinterestpinterest.com/pin/945826359211686383

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wise Business Plans®