Business Plans Through ADG Express

ADG Express Business Plans are designed to give entrepreneurs and growing businesses a clear, lender- and stakeholder-ready roadmap for launch and early growth—without the time or cost of a full-scale consulting engagement. Our Essential Business Plan provides a focused 2–3 page overview of your business concept, industry landscape, marketing and sales strategy, organizational approach, and overall viability, supported by 5-year financial projections commonly required for business loan applications, including SBA-backed loans. For businesses seeking deeper structure and credibility, our Enhanced Business Plan expands this foundation into a more robust 5-page plan with a SWOT analysis, organizational flow chart, and detailed financial projection summary—helping founders confidently support financing conversations, lender review, and early-stage strategic decision-making.

What’s Included:

ADG Express Business Plans provide structured, professional plans with financial projections designed to support funding conversations, including SBA loan applications.

• Foundation: Essential business plan, 5-year financial projections, and a coaching session to clarify your strategy.
• Optimize: Enhanced plan with deeper analysis, financial and certification insights, and expert guidance for funding and growth.
• Scale: Expanded coaching and future-focused briefs to help you plan for operational, financial, and technology-driven growth.

Deliverables — Detailed Overview

• Business Specialist Coaching: A 45-minute 1:1 session to review your plan, answer questions, and sharpen your next steps. 
  • Dedicated support from a business specialist who understands early-stage needs  
  • Practical guidance on structure, setup, and first operational decisions  
  • A single point of contact to reduce confusion and back-and-forth 
• Expert Coaching: A 60-minute 1:1 strategy session focused on decisions, priorities, and growth. 
  • One-on-one session focused on clarifying goals and next steps  
  • Guidance tailored to your business stage and priorities  
  • Helps founders avoid common early missteps 
• Essential Business Plan: A streamlined 2–3 page plan with market insight, strategy, and 5-year financial projections. 
  • Clear, structured business plan suitable for early execution  
  • Covers core strategy, positioning, and operating assumptions  
  • Designed to support internal clarity and initial growth 
• Enhanced Business Plan: A deeper 5-page plan with SWOT analysis, org flow chart, and expanded financials. 
  • More detailed and refined business plan  
  • Incorporates financial logic, growth assumptions, and risks  
  • Suitable for external stakeholders or internal alignment 
• Legal Documents: 50+ customizable legal templates covering formation, contracts, operations, IP, finance, and HR. 
  • Ready-to-use foundational legal templates  
  • Reduces reliance on ad hoc legal work  
  • Supports consistent documentation from day one 
• Financial Brief: A clear breakdown of your projections, assumptions, and funding readiness. 
  • High-level financial overview to support planning and decisions  
  • Clarifies revenue model, cost structure, and assumptions  
  • Provides leadership with financial visibility without heavy modeling 
• Licensing & Certification Roadmap: A tailored guide to required and strategic operational licenses and certifications recommended for competitive advantage. 
  • Overview of required licenses and regulatory considerations  
  • Identification of certifications or credentials that strengthen credibility  
  • Highlights competitive differentiators relevant to your industry 
• Business Designation & Eligibility Brief: A tailored overview of ownership-based programs, such as WOSB, VOSB, 8(a), and state diversity designations. 
  • Overview of programs available and eligibility requirements  
  • Clarifies how each designation improves competitiveness, including access to set-aside contracts, preferred vendor status, and funding opportunities. 
  • Provides a clear path forward with prioritized recommendations 
• Accounting Brief: A quick assessment with recommended accounting tools and best practices. 
  • Overview of accounting structure and reporting needs  
  • Clarifies readiness for growth, audits, or external reporting  
  • Supports cleaner financial operations as complexity increases 
• AI/IT Brief: Targeted tech and AI recommendations to streamline operations and boost efficiency. 
  • High-level assessment of technology and AI opportunities  
  • Identification of systems, tools, and integration considerations  
  • Helps leadership make informed tech decisions without overengineering