Exceptional Start.

Startup Consulting Services to Launch and Fund Your Business.

Custom business plans, financial projections, pitch decks, and SBA loan packages built from scratch, with lender introductions and funding strategy from a team that has helped over 1,000 business owners across 65+ countries secure more than $2.2 billion in funding.

startup consulting services by The Exceptional Plan
Our Approach

What is Exceptional Start.

Exceptional Start is the foundation of everything we do at The Exceptional Plan. It is our startup consulting services program for entrepreneurs, founders, and small business owners who are in the early stages of building, whether that means turning an idea into a real business plan, preparing to apply for SBA or bank financing, raising capital from investors, launching a franchise, or structuring a business for a U.S. immigration visa.

Some founders come to us with a clear ask. They need a business plan for their SBA lender, or a pitch deck for an investor meeting next month. Others are earlier in the process and need help figuring out what they need, in what order, and how to get it all done. Either way, we do not just hand you documents. We help you get funded, with a 100% SBA loan approval rate and direct lender introductions built into our startup consulting services.

Who It's For

First-Time Founders

SBA Loan Applicants

Founders Raising Capital

Immigration Visa Applicants

Franchise Buyers

Nonprofit Founders

You Are Here

Exceptional Start

Business plans, financial projections, pitch decks, investor materials, market studies, and startup consulting services strategy. Everything you need to go from idea to funded.

Exceptional Scale

Fractional CFO, accounting, marketing strategy, growth planning, and ongoing advisory.

Up Next

Exceptional Exit

Exit strategy, succession planning, and buyer-ready preparation.

The Long Game

Startup consulting services team helping business owners at The Exceptional Plan
startup consulting services by The Exceptional Plan
Your Options

How You Can Work With Us.

Whether you need one specific deliverable or a complete startup consulting services package, we build around how you work and help you get funded. From SBA loan packages with lender introductions to investor-ready pitch decks, choose individual services or let us handle everything through our Exceptional Start Program.

A La Carte Services

Pick individual startup consulting services and deliverables for a specific project, deadline, or funding application.

See what's included

Explore Services
Most Popular

Exceptional Start Program

Our complete startup consulting services package. Every deliverable from business plan through pitch deck to funding strategy, coordinated in one engagement.

See what's included

Get Started

Specialized Programs

Bundled packages for specific paths. Each includes the business plans, financials, funding support, and strategy your situation requires.

See all programs

View All Programs
startup consulting services by The Exceptional Plan
Start here with startup consulting services from The Exceptional Plan
Find Your Fit

Not Sure Where to Start.

Answer three quick questions and we will match you with the right startup consulting services for your stage, your goals, and your timeline.

Whether you need a business plan, a pitch deck, financial projections, SBA loan support, or a structured launch program, this quiz helps you find the right fit.

Prefer to talk? Book a free consultation →

Step 1 of 4

What stage is your business in?

I have an idea but have not started yet

I am in the early stages of building

I have a business and need specific deliverables

I am acquiring an existing business

What is your primary goal right now?

Create a business plan

Build a pitch deck for investors

Secure SBA or bank financing

Get strategic consulting and advisory

Prepare financial projections

I need help with multiple areas

Which best describes you?

First-time founder

SBA loan applicant

Raising investor capital

Immigration visa applicant (E-2/L-1/EB-5)

Franchise owner

Nonprofit founder

Almost there. Where should we send your recommendation?

Enter your info below and we will show your personalized result.

Please enter a valid email address.

Your info is never shared. We use it only to follow up on your result.

Your Recommended Path

Learn More

Or schedule a free consultation

startup consulting services by The Exceptional Plan
startup consulting services by The Exceptional Plan
Why a Program

Built Around Your Goal, Not Just a Deliverable.

Most consulting firms hand you a single deliverable and move on. Our startup consulting services are structured as complete programs with a dedicated team, a phased timeline, and deliverables designed to work together from the start.

Everything Works Together

Our startup consulting services team builds your business plan, financial model, pitch deck, and supporting documents with a unified strategy. Nothing is siloed.

Dedicated Team

You work with a consistent team of strategic advisors throughout your engagement. No handoffs, no repeating yourself, no starting over.

Phased Timeline

Every startup consulting services program follows a structured process with clear milestones so you always know what is happening and what comes next.

One Transparent Price

Programs are quoted upfront during your free consultation as a single engagement. No surprise invoices, no nickel and diming for each deliverable.

How to Get Started

From Consultation to Launch in 5 Steps.

1

Free Consultation

We talk through your business, your goals, and your funding needs. We recommend the right startup consulting services program and give you a transparent quote before you commit.

2

Discovery & Strategy

We dig into your business model, market, financials, and audience. This is where we define the full scope and build your strategic roadmap for the engagement.

3

Build & Collaborate

Your dedicated team builds each deliverable in phases. You review drafts, give feedback, and we refine. Every piece is built to work together as a cohesive package.

4

Revise & Finalize

We incorporate your feedback across all deliverables and ensure everything is aligned, polished, and ready for its intended audience. Nothing ships until you approve it.

5

Deliver & Launch

You receive your complete package ready for lenders, investors, or USCIS. We help with next steps, introductions, and ongoing support as you move into execution.

Case Studies

Real Results From Real Clients.

Featured Case Study
$400M
Assets Under Management
From Investment Professional to Family Office Founder

After years in the investment industry, a seasoned professional was ready to launch his own family office. The Exceptional Plan developed the comprehensive strategic plan and operational framework needed to stand up a $400 million AUM operation from the ground up.

The deliverable covered everything from governance structure to investment policy, giving him the roadmap to operationalize the office, onboard service providers, and begin deploying capital with confidence.

$400M AUM family office launched
Full operational framework
Governance & investment policy
Read Full Case Study
TEP client case study — $400M AUM family office launch
TEP case study — $700K franchise funding
$700K
Family Franchise

A family secured $700K in funding to launch a franchise operation, backed by a TEP business plan built for franchisor and lender approval.

Read Case Study
TEP case study — $350K SBA loan for homeschool business
$350K
Business Acquisition

A business owner secured a $350K SBA loan with a business plan that demonstrated market demand and financial viability to lenders.

Read Case Study
TEP case study — healthcare company launch in Alberta, Canada
$3M
Healthcare Launch

A Canadian entrepreneur partnered with The Exceptional Plan to develop a comprehensive plan and financial strategy that secured $3 million in funding to launch a healthcare company in Alberta.

Read Case Study
TEP case study — smooth business transition
$3.8M
Business Transition

A long-term employee acquired the company where they built their career, backed by a $3.8M SBA loan secured with a TEP business plan that facilitated a smooth ownership transition.

Read Case Study
the exceptional plan client case studies
What Our Clients Say
Trusted by 1,000+ Business Owners.
the exceptional plan client reviews
Alex H. business acquisition consulting client

"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.
TEP Client
Kimberlee T. business acquisition consulting client

"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.
TEP Client
Lane M. business acquisition consulting client

"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."

Lane L.
TEP Client
business acquisition consulting client reviews by The Exceptional Plan
Posted on Google Google
Charles Bacon profile picture
Charles Bacon
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great company to work with!
Posted on Google Google
Erica Eggman profile picture
Erica Eggman
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
If I could give 100 stars I would! Kaylee and her team were prompt, receptive, and so supportive. They got my plan done in 5 business days and it was EXACTLY what I was looking for! I am even more so excited for my business and future now that I have a full plan in place. Thank you very much!
Posted on Google Google
Alex Hill profile picture
Alex Hill
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
It’s truly challenging to capture in words the wonderful experience I had working with Kaylee and The Exceptional Plan. Initially, I had some reservations, but Kaylee swiftly alleviated any concerns with her upbeat attitude and professional approach. She handled my project with the highest level of care, ensuring it was nothing short of perfect before considering it complete. Kaylee recognized that her success was intertwined with mine, a principle I wish more business professionals would embrace. Her meticulous attention to detail and unparalleled communication skills set her apart, while her infectious optimism is a refreshing asset for any business owner. I’ve eagerly sought opportunities to share this positive experience and look forward to future collaborations with Kaylee and The Exceptional Plan.
Posted on Google Google
Alex Hill profile picture
Alex Hill
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I recognize that many reviews tend to be fairly straightforward—either praising or critiquing without much depth. However, I wanted to offer a more comprehensive review of the exceptional(!) experience I had working with Kaylee and The Exceptional Plan. If explaining my experience helps someone make the decision to partner with The Exceptional Plan that much easier, it will have been worth the effort. Initially, I was hesitant about moving forward with The Exceptional Plan. Entrusting someone else with something so personal and significant has been challenging for me in the past. Finding someone who cares as deeply about my project as I do has been difficult, and I’ve generally made the decision to do things myself as a result. That’s when Kaylee and The Exceptional Plan came in. From the very beginning, Kaylee dispelled my doubts with her professionalism and positive demeanor. She approached my project with the same dedication and care as if it were her own, demonstrating an impressive level of pride in her work. It was immediately clear that Kaylee doesn’t consider a project complete until it meets her high standards. Her meticulous attention to detail is remarkable, reflecting her genuine concern for her clients and their needs. Having worked with numerous professionals and contractors over the years, I’ve often felt like just another number, with quality and care sometimes taking a backseat. Kaylee, however, defies this trend. She fostered a truly collaborative relationship, valuing our partnership and ensuring my satisfaction every step of the way. This approach was a refreshing change from my previous experiences, and it’s left me feeling genuinely valued—so much so that I’m concerned future collaborations might not measure up. Kaylee possesses a rare talent for simplifying complex ideas without omitting crucial details. Her deep business acumen, comparable to that of top CEOs, ensured that my company was presented in the best possible light. Few people have this skill set, and Kaylee excels at leveraging it effectively. Working with Kaylee was a delight, marked by her exceptional communication skills. Whether through daily updates, cheerful messages, texts, calls, or video chats, she ensured I was always informed and engaged. Her ability to adapt her communication style to my needs, always with a positive and optimistic attitude, made the experience truly outstanding. In summary, I am extremely grateful for choosing to work with Kaylee and The Exceptional Plan. I wholeheartedly recommend Kaylee and her team to anyone and eagerly anticipate future collaborations.
Posted on Google Google
Shaina Brown profile picture
Shaina Brown
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Kaylee is beyond amazing! Her attention to detail and commitment to excellence is clearly reflected in her work! She’s helpful and has and is very knowledgeable!
Posted on Google Google
Brian Mangels profile picture
Brian Mangels
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Kaylee and her team at The Exceptional Plan are absolutely incredible. We have already used them for three plans that were all top notch, so we will use them on the next one… highly recommend.
Posted on Google Google
Thomas VonCannon profile picture
Thomas VonCannon
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Kaylee was extremely knowledgeable and is great to work with! I will absolutely recommend her to anyone in need of business plan services.
Posted on Google Google
Shirley Sanford profile picture
Shirley Sanford
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I did an indebt search for an authentic, professional Business Plan creator and The Exceptional Plan was the answer. Kaylee was patient and very professional throughout the process. She told us she would always be there for all questions and concerns, after the final approval. We had contracted others for a Business Plan that no one was going to invest in. With The Exceptional Plan, our team is prepared for the next level in our business. Kaylee was also inciteful about the Investor & Business Owner side of what the plan needed. Another reason I chose her because of her being able to relate to both sides. Worth every penny. Very satisfied. Thank you Kaylee!
Posted on Google Google
Kevin Wood profile picture
Kevin Wood
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Loved working with The Exceptional Plan! It was the personal experience I was wanting. I'm starting a business and I didn't want a generic plan from a website. The Exception Plan also has the connections I need to get things going. They kept me in the loop weekly. They were also able to come up with ideas, things I didn't think of. I plan on working with them as my business grows.
Posted on Google Google
Davina Johnson profile picture
Davina Johnson
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
You need a business plan? Dont know where to start? Start by booking 'The Exceptional Plan" .... First time using them, but won't be my last. I think im addicted to how simple she made this process for me. Found her on thumbtack. I have ZERO regrets & find myself finding other task I can use her services for. Quick responses & excellent communication. When I reviewed my draft, I received way more than I anticipated. I'd recommend Kaylee & The Exceptional Plan team for all of your business plan wants & needs.
Schedule Your Call

Pick a Time That Works for You.

Your first conversation is free. No obligations, no pressure. Just a clear-eyed look at where your business is and where it could go.

Free Strategy Call
No Obligation
Transparent Quote
Loading calendar

Prefer to call? 316-218-9898

the exceptional plan book consultation
startup consulting services by The Exceptional Plan
FAQ

Common Questions About Startup Consulting Services.

How much do startup consulting services cost?

Our startup consulting services pricing is based on the scope and complexity of your engagement. During your free consultation, we define exactly what you need and provide a transparent, all-inclusive quote before you commit to anything. No hidden fees, no surprise invoices, no nickel and diming for individual deliverables.

How long does a typical engagement take?

Most startup consulting services engagements are completed within 3 to 8 weeks depending on the number of deliverables and the complexity of your business. Your timeline is defined during your free consultation so you know exactly what to expect before we begin.

How do I know which program is right for me?

Each of our startup consulting services programs is built around a specific goal. The SBA Readiness Program is designed for founders applying for SBA financing. The Investor Ready Program covers everything investors expect to see. We also have programs for immigration visa applicants, franchise launches, and comprehensive engagements. Book a free consultation and we will recommend the right fit for your situation.

What is the difference between a program and a la carte services?

A la carte services are for founders who need a single deliverable like a business plan or pitch deck. Our startup consulting services programs are for founders who need multiple deliverables built to work together as a cohesive package. Programs include strategic direction, a phased timeline, and a dedicated team throughout the engagement.

Can I customize my startup consulting services package?

Yes. While each program has a defined structure, every engagement is scoped to your specific situation. During your free consultation, we define exactly which deliverables you need and adjust the program to fit your goals, your timeline, and your budget. No two engagements look exactly the same.

Do I get revisions on my deliverables?

Yes. Every startup consulting services program includes revisions on all deliverables. You review each draft, give feedback, and we refine until you are confident it is right. Nothing ships until you approve it.

What happens after my startup consulting services engagement?

You receive all polished, professional deliverables ready for their intended audience. We help with next steps including lender introductions, pitch preparation, and ongoing advisory. When you are ready to scale, our fractional CFO, accounting, marketing, and growth planning services provide the same team that built your foundation.

Do you coordinate with my immigration attorney?

Yes. For our Immigration Visa Program, we coordinate directly with your immigration attorney to ensure the business plan and supporting documents align with your legal petition. We understand what USCIS adjudicators look for and build every document to support your attorney's strategy.

What is your SBA loan approval rate?

100%. Every client who has used our startup consulting services to apply for SBA financing has been approved. The SBA Readiness Program delivers every document your lender needs, built to their exact specifications.

Is the consultation really free?

Yes. Your initial consultation is completely free with no obligation. We use that time to understand your business, your goals, and recommend the right startup consulting services for your situation. You receive a transparent quote if you decide to move forward.

Ready to Start?

Let's Build Your Dream. Together.

Whether you are launching your first business or scaling your next one, our team is ready to help you plan it, fund it, and grow it.

Or call us at 316-218-9898

the exceptional plan business consulting