Name

Pro Business Plans

Legal name

Pro Business Plans, Inc.

Website

https://business-plans.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Business Plan Writing & Investment Advisory Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Business plan writing
• Pitch deck creation
• Funding advisory
• Financial modeling
• Strategic consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Valuation Reports: Stand-alone service providing clear, defensible assessment of company worth using Market, Asset, and Income valuation methods. Delivered in 2-3 working days once financials are shared.
2. Capital Raise Advisory: Monthly retainer service including Business Valuation, Pitchbook/CIM/OM creation, monthly introductions to at least 5 qualified investors, and advisory on positioning, deal structure, and negotiations. Engagement terms: 3, 6, or 12 months.
3. Business Brokerage: End-to-end business sale preparation and buyer sourcing for partial or full exits. Includes Business Valuation, CIM/OM, and listing on major marketplaces. Monthly introductions to at least 5 qualified buyers. 5% success fee with $3,000 non-refundable deposit.
4. Professional Services: Business plans, pitch decks, pitch books, CIMs, OMs, PPMs, startup sessions, funding advisory, acquisition advisory. Custom professional services for market research, strategic planning, and capital raising process.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Pro Business Plans is a professional consultancy that prepares custom business plans, pitch decks, and investor-facing memoranda (CIMs, OMs, PPMs) for startups, scale-ups, and Fortune 500 companies. The firm pairs investment-banking-trained analysts, writers, and designers with AI-based research tools to deliver lender- and investor-grade materials, financial models, and valuations that support fundraising and exit transactions. Complementary advisory services include startup sessions, funding advisory, acquisition advisory, and business brokerage, along with a self-service AI business plan generator called ProAI.

Product overview

Pro Business Plans operates as a professional services firm offering a portfolio of investor-facing document creation and advisory services. The core offerings include custom Business Plans (strategic, loan-ready, and investment-grade), Pitch Decks (for angel, VC, and PE audiences), and Pitch Books & Memoranda (CIM, OM, PPM). These document products are supported by advisory services including Startup Sessions, Funding Advisory, Valuation Reports, Acquisition Advisory, and Business Brokerage. The company also offers ProAI, a self-service AI-powered business plan generator positioned as a DIY alternative to its professional consulting. All services leverage the proprietary Pro Planning Framework combining human expertise with AI-based research and forecasting tools.

Differentiator

Problem solved

Functional benefit

Brands

• ProAI: Self-service AI-powered business plan generator platform that allows users to create business plans in minutes.

Products and services

• Business Plans Custom business plans including strategic plans, loan-ready plans, and investment plans with market research, financial modeling, and investor-ready documentation for startups, scale-ups, and enterprises seeking funding or operational clarity.
• Pitch Decks Investor-ready presentations including angel investment decks, venture capital decks, and private equity decks tailored to different investor types, typically delivered in 5-7 working days with rush delivery available.
• Pitch Books & Memoranda Professional investor materials including Pitch Books (15-25 slides), Confidential Information Memoranda (CIM), Offering Memoranda (OM), and Private Placement Memoranda (PPM) for capital raising or business sales, typically delivered in 7-10 working days with unlimited revisions for 30 days.
• Startup Sessions One-on-one 60-minute focused advisory meetings to help founders clarify mission, validate pricing, design processes, define team needs, and build investor-ready foundations. Free initial consultation is available.
• Funding Advisory Expert guidance on securing debt or equity funding including financial modeling, investor introductions, and capital partner connections for clients pursuing fundraising.
• Valuation Reports Data-driven business valuation reports using DCF, market, income, and asset approaches with a modern Berkus/Payne hybrid methodology for fundraising, acquisitions, or exit planning. Stand-alone report priced at $500, delivered in 2-3 working days once financials are shared.
• Acquisition Advisory End-to-end guidance for business acquisitions from criteria definition through target sourcing, valuation, LOI negotiation, financing support, and closing transition.
• Business Brokerage Strategic exit services including business valuation, CIM/OM creation, marketplace listing, and monthly introductions to at least 5 qualified buyers for partial or full exits, structured as a 5% success fee with a $3,000 non-refundable deposit credited toward the success fee.
• ProAI Business Plan Generator AI-powered self-service business plan generator enabling users to create professional business plans in minutes as a DIY alternative to the firm's professional consulting services, available at proai.co.

Quantifiable outcome

• $4.0 Billion in Investment facilitated through client materials
• +3 more outcomes

Named customers15 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core, strategic and supporting.

• ProAIcoreTechnology or IntegrationProAI is Pro Business Plans' self-service Business Advisory Platform where clients are eligible to receive reduced pricing on professional services. The AI-powered business plan generator complements the company's full-service offerings.
• Winning By DesignstrategicImplementation/ SI/ Consulting PartnerPro Business Plans is a Certified Consulting Partner of Winning By Design, eligible to offer all WbD services to their clients. WbD provides go-to-market and sales consulting frameworks.
• CrimsonStarksupportingGTM or Marketing PartnerProvides a matchmaking platform and professional services for partnerships and affiliate programs, helping connect Pro Business Plans with potential clients and partners.
• TK DesignssupportingImplementation/ SI/ Consulting PartnerPartnership with TK Designs to deliver custom branding, content, and web development services for Pro Business Plans' clients.
• 1 Million CupssupportingGTM or Marketing PartnerPro Business Plans participates in the 1 Million Cups network, connecting startup founders with investors and breaking down historical barriers to funding.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• FE International: M&A advisory and business brokerage firm focused on SaaS and digital asset exits; competes with Pro Business Plans' brokerage and acquisition advisory lines on the upper end.

Others

• BizBuySell: Largest online business-for-sale marketplace; complementary to Pro Business Plans' brokerage services as both a distribution channel and partial competitor for SMB exit listings.
• Winning By Design: B2B SaaS go-to-market and sales consulting firm; existing Certified Consulting Partner of Pro Business Plans and adjacent consulting peer targeting similar founder/operator audiences.
• Clarity.fm: Expert advisory marketplace connecting founders with vetted advisors for one-on-one consultations; competes loosely with Pro Business Plans' Startup Sessions and advisory services.

Direct peers

• Growthink: Direct competitor offering business plan writing, strategic planning, and capital raise advisory for startups and small businesses; targets the same SMB/startup client base with similar deliverables.
• MasterPlans: Long-standing business plan writing and strategy consulting firm serving startups and growth-stage companies; competes head-to-head on custom business plans and investor materials.
• Wise Business Plans: Custom business plan writing service offering plans, pitch decks, and financial modeling for SBA loans, immigration, and investor fundraising; closely comparable service mix.
• Cayenne Consulting: Business plan and pitch deck consultancy serving startups and growth-stage firms, with strong positioning in investor-grade documentation and fundraising preparation.
• Plan Writers: Custom business plan writing service targeting startups, SBA loan applicants, and immigration cases; comparable pricing model and deliverable structure.

Emerging players

• LivePlan (Palo Alto Software): SaaS business planning software for SMBs; competes with ProAI on the self-service tier and overlaps with Pro Business Plans in serving founders building plans for funding.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pro-business-plans
• Xx.com/ProBPlans
• Facebookfacebook.com/probusinessplans

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Pro Business Plans