About Us

Who we are

We provide Exceptional Business Solutions to help you start and scale your business

We are not looking to be just another service provider. We are here to be your strategic partner; breaking down barriers to funding, unlocking gaps in the marketplace, and creating valuable plans so that you are able to live the life you have always dreamed of. 

Whether you are…

  • Starting a franchise 
  • Seeking SBA funding
  • Creating a tech startup
  • Applying for L-1 or E-2 Visa
  • Launching a new business
  • Seeking venture funding
  • Applying for an EB-5 Visa
  • Buying an existing business
  • Expanding your existing business
 
We are here to support you.

Our Mission

We are on a mission to empower entrepreneurs and business owners to live the lives that they've dreamed of.

Our Vision

Our ultimate vision is to change the way that businesses are started and scaled, impacting the lives of over 1 million entrepreneurs and business owners by 2031.

How We Can Help You

Transforming Dreams into Success with Expert Business Solutions

Business Plans

Are you looking to start or scale your business?

Business Plans

At The Exceptional Plan, we can help. We specialize in business plans that meet you where you are.
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Strategic Advisory

Are you looking to take the business planning process to the next level?

Strategic Advisory

We can work with you on a long-term partnership level, empowering you to achieve the plan that we create together.
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Pitch Deck Creation

Looking to communicate the value of your business to prospective clients, partners or investors?

Pitch Deck Creation

We can help. Using a proprietary format, our pitch decks capture the essence of your business, and effectively communicate the value of your business.
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Why Choose The Exceptional Plan

Exceptional Business Planning Is What We Do Best​

When you work with The Exceptional Plan, you are working with a team of experts, dedicated to your success from start to finish. This is why countless entrepreneurs and business owners have worked with The Exceptional Plan to make their dreams possible. 

Extensive Experience

With years of experience across all industries and business levels, we bring a wealth of knowledge and expertise to the table. Whether you're a startup or a seasoned entrepreneur, we have the skills to help you succeed.

Expertise Across All Industries

No matter what sector your business operates in, we have the knowledge and insight to craft tailored plans that suit your specific industry requirements. From tech startups to traditional brick-and-mortar businesses, we've got you covered.

Proprietary Format

Our business plans stand out thanks to our proprietary format, meticulously crafted to capture attention and convey your vision effectively. This unique approach sets our plans apart and ensures they resonate with investors, partners, and stakeholders.

Fully Customized Solutions

We understand that every business is unique, which is why we offer fully customized solutions tailored to your specific goals, challenges, and aspirations. From initial consultation to final delivery, your vision guides our approach every step of the way.

Financials Aligned with Expectations

When it comes to securing funding, accurate financial projections are crucial. Our team ensures that your financials are not only realistic and comprehensive but also aligned with the expectations of banks and investors, maximizing your chances of success.

Holistic Support

At The Exceptional Plan, we offer more than just business plans. We provide holistic support to entrepreneurs and business owners, helping you navigate the complexities of entrepreneurship with confidence. From refining your business model to enhancing your pitch deck, our goal is to empower you with the tools and resources you need to succeed in today's competitive landscape. Partner with us and unlock your full potential!

Funding and Capital Raised
$ 0 M+
Value Added
$ 0 M+
Customer Reviews
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Meet Our Team

Teamwork makes the dream work.

Kaylee Philbrick-Theuerkauf

CEO/Founder

Kenn Doyle

Account Executive, Southeast Region

Rachel Garrison

Senior Consultant

Ready to Begin Living the Life You've Dreamed Of?

Let The Exceptional Plan help you with starting and scaling your business.