We Get You to Closing.Your First Business
or Your Next.
We Get You to Closing.
SBA business plans, lender packaging, and full acquisition support — from due diligence and quality of earnings reports to deal closing. BBB A+ rated.$2.2B+ funded · 100% SBA approval · 1,000+ deals
5★ Google rating · 10+ years experience · BBB A+
One team handles your entire acquisition package. No juggling 4-5 firms.
Custom SBA-ready business plans built for your specific deal and lender.
3-5 year projections with cash flow, DSCR, and break-even analysis.
Verify the seller's real numbers before you buy. Buy-side and sell-side.
Comprehensive financial, operational, and market risk analysis.
Complete SBA 7(a) loan packages plus lender introductions from our network.
Fair price analysis, deal structure guidance, and transition planning.
Map out your deal, documents needed, and fastest path to closing.
Business plan, projections, QoE report, and full SBA loan package in 2-3 weeks.
Matched with trusted SBA lenders who already know and trust our work.
Funding secured, documents complete, keys in hand.
The average TEP client goes from first call to funded acquisition in 3 weeks.
"The Exceptional Plan doesn't treat clients like transactions. They make you feel like part of the team, with care, pride, and true collaboration in every detail."
"I'd give more stars if I could. The Exceptional Plan took my idea and turned it into the best business plan my banker had ever seen. They guided me with care, cheered me on, and treated me like a friend. The best investment I've made in my business."
"Available day or night, The Exceptional Plan team delivers business plans and financials that consistently earn praise from reviewers including investors. Their quick turnaround and attention to detail make them a trusted ongoing partner."
Every case study below is a real client who partnered with The Exceptional Plan to acquire a business, secure SBA funding, and close their deal.
After years of building an upscale home solutions company from the inside, a long-term employee was ready to take ownership. The Exceptional Plan developed the acquisition business plan and financial projections needed to secure a $3.8 million SBA loan and fund the full purchase.
The deliverable covered valuation support, acquisition structure, transition planning, and lender requirements — providing the roadmap to close the deal and step into ownership with confidence.
A family secured $700K in funding to acquire a franchise operation, backed by a TEP acquisition business plan built for franchisor and lender approval.
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A first-time franchise owner secured $150K in financing to acquire a franchise territory, backed by a TEP-built acquisition plan that satisfied franchisor and lender requirements.
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A seasoned investment professional launched a $400M AUM family office with a TEP strategic plan covering governance structure, investment policy, and full operational framework.
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A homeschool education business secured a $350K SBA loan with a business plan that demonstrated market demand and financial viability.
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A Canadian business owner partnered with The Exceptional Plan to develop a comprehensive plan and financial strategy that secured $3 million in funding.
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Book a free 30-minute strategy call with our acquisition team. We'll review your deal, identify what documents you need, and map out the fastest path to funding. No cost, no commitment — just a clear plan forward.
Join 1,000+ entrepreneurs who started with this same call.
No credit card required. No obligation. Just answers.
How much does a business acquisition plan cost?
Our fee is 1% of the total loan amount — and that covers everything: your business plan, financial projections, quality of earnings report, due diligence, full SBA loan packaging, and lender introductions. We do not take referral fees from lenders, so our only incentive is getting your deal closed.
Most loan brokers charge 1–3% of the total loan just to introduce you to a lender — and that's before any documents are written. A standalone QoE from an accounting firm typically runs $5,000–$15,000 on its own. With TEP, the entire acquisition package — including lender introductions — is included in that 1%.
Every engagement starts with a free strategy call where we scope your deal and give you an exact quote. No surprises.
What is your SBA loan approval rate?
100%. Not 95%, not "most of the time." Every SBA business plan we've submitted has been approved.
That's across 1,000+ clients and $2.2 billion in facilitated funding. We know exactly what SBA lenders want to see because we work with them every day.
How long does the process take?
Most acquisition packages are completed in 2 to 3 weeks from kickoff. Urgent timelines are possible.
If you have a deal closing soon, tell us on the strategy call and we'll map out an accelerated timeline. We've turned projects around in as fast as 5 business days when the situation called for it.
What's included in the free strategy call?
Everything you need to understand your next steps. We'll review your target acquisition, discuss the financing structure, identify which documents you need, give you a realistic timeline, and provide a clear quote.
The call is 30 minutes, free, and there's zero obligation. If we're a fit, great. If not, you'll still leave with a clear roadmap you can take to any firm.