Give Your Clients the Business Plans They Need.

SBDC and SCORE counselors help entrepreneurs every day. When your clients need professional business plans, financial projections, or accounting services that go beyond what your center provides, we are here to deliver.

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How Your Clients Benefit

When Your Clients Need Us.

01
SBA Loan Application
Your client needs a professional business plan to submit with their loan application. Through the Exceptional Start Program and the Exceptional SBA Program, we build it to lender specifications and deliver a Lending Readiness Score.
02
Startup Launch
Your client has a solid idea and your guidance but needs a comprehensive business plan and financial model to move forward.
03
Growth and Scaling
Your client has outgrown the startup phase and needs fractional CFO support, marketing strategy, or operational planning through our Exceptional Scale program.
04
Accounting and Bookkeeping
Your client needs proper books set up or cleaned up. We handle accounting, bookkeeping, and entity setup.
How We Can Work Together

Choose How We Partner.

Refer Clients
10% - 15% Commission
Send us your clients. We handle everything from consultation through delivery. You earn tiered commissions on every project that closes. Biweekly reports. Monthly check-ins. Paid within 30 days.
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Refer Partners
2.5% Ongoing
Know another professional who would be a great partner? Introduce them to us and earn 2.5% ongoing on every project they refer. No limit on how many partners you can introduce.
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White-Label
10% - 20% Commission
Offer our services under your brand. We work behind the scenes. Your clients never know we are involved. Full access to everything we offer across Start, Scale, and Exit.
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Why Us

Why Partners Trust The Exceptional Plan.

Happy Clients
0 K+
Funding Facilitated
$ 0 B
Project Success
0 %
Years Experience
0 +

Your reputation is on the line every time you refer a client or deliver work under your brand. We understand that. That is why we treat every partner referral and every white-label project with the same level of care and strategic depth as our direct client work.

We have a 100% SBA approval rate. We have facilitated over $2.2 billion in funding. We have worked with entrepreneurs across 65+ countries. And we have never had a partner tell us their client was disappointed. That track record is what you are putting behind your recommendations and your brand.

We are not a template service, a freelance marketplace, or a gig worker. We are a full lifecycle business consulting partner with experienced professionals who deliver work that holds up in real conversations with lenders, investors, and stakeholders.

Services
Your Clients Need Most
You provide the guidance, mentoring, and direction. Through the Exceptional Start Program, the Exceptional SBA Program, and the Exceptional Scale Program, we provide the professional deliverables and ongoing support your clients need to succeed.
SBA Business Plans
Financial Projections
Lending Readiness Score
Loan Documentation
Accounting & Bookkeeping
Marketing Strategy
Fractional CFO
Growth Planning
Pitch Decks
Marketplace Method
Entity Setup
Partner Results

What Our Partners Say.

300%
MRR Increase
Our white-label partners have seen up to a 300% increase in monthly recurring revenue by adding our services to their existing offering.
Having their fractional CFO on our side changed how we make every financial decision. It is like having a full-time executive without the salary.
Referral Partner
The marketing strategy they built gave us a clear roadmap for the first time. We stopped guessing and started growing.
White-Label Partner
The pitch deck they delivered helped our client close a $1.5 million raise. The investors said it was one of the strongest presentations they had seen.
Referral Partner
Our clients used to dread tax season. Now their books are clean year-round and they actually understand their numbers.
White-Label Partner
They helped one of my referrals go from a single location to three in eighteen months. The growth plan they built was the foundation for everything that followed. I look like a genius for making that introduction.
Referral Partner
My client was not even thinking about an exit. They helped him see that preparing now would double what his business is worth in three years.
Referral Partner
The financial projections held up under due diligence from a major lender. That never happens with outsourced work.
White-Label Partner
Every SBA client I have sent to them has been approved. Every single one. That is why I keep referring.
Referral Partner
They treat your clients like their clients. The level of care and follow-through is rare in this industry.
Referral Partner
I stopped piecemealing referrals to different firms. They handle the business plan, the financials, the accounting, and the growth strategy. One partner for everything.
Referral Partner
The biweekly updates and monthly check-ins make this the most transparent partnership I have ever had. I always know where my referrals stand.
Referral Partner
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Real clients. Real Results.

From Our Exceptional Clients.

"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."
Alex H.CEO, Founder
Alex H.
"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."
Kimberlee T.Owner
Kimberlee T.
"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."
LaneCEO, Founder
Lane
Common FAQs

You Ask, We Answer.

Frequently asked questions for The Exceptional Plan, including what we do and why we do it.

Can SBDC/SCORE counselors accept referral fees?
If your organization has policies around referral compensation, you can offer your clients a discount on our services instead. Your clients save money and you look good for connecting them with quality support.
How does this complement what we already do?
You provide the guidance, mentoring, and direction. We provide the professional deliverables: business plans, financial models, accounting services, and marketing strategy. Through the Exceptional Start Program and the Exceptional SBA Program, your clients get funded. Through the Exceptional Scale Program, they get the ongoing support they need to grow. We are an extension of the support you already give.
What is your track record?
100% SBA approval rate. $2.2 billion in facilitated funding. 65+ countries. Every plan is custom built. Clients who go through our complete programs also receive a Lending Readiness Score and full loan documentation.
What is a Lending Readiness Score?
Every client who goes through the Exceptional Start Program or the Exceptional SBA Program receives a Lending Readiness Score. It gives lenders a clear picture of how prepared the borrower is before the loan package ever hits their desk. We also provide full loan documentation as part of the deliverable.
What happens after my client gets funded?
Once funded, many clients need ongoing support. Through our Exceptional Scale program, we provide fractional CFO services, accounting and bookkeeping, marketing strategy, growth planning, and our proprietary Marketplace Method strategic planning framework. You continue earning commissions on those services too.
Is there a cost to join?
No. There are no fees to join either program.
How do we get started?
Book a partnership call. We will align on how to best serve your clients and get the referral or discount structure set up.

Founder's Chronicles

Insights & Thoughts.

Business Planner

Starting a business requires careful preparation, with a comprehensive business plan being a cornerstone of that process. A business plan is a detailed document that

Read More »

Let's Achieve your dreams. Together.

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