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What We Do for Investment Intermediaries
Top Quality Business Plans for You and Your Clients
We write professional end-to-end plans for your clients and portfolio companies. Our extraordinary business plans appeal to investors, free up your time, and can significantly impact effectiveness. We can also upgrade your clients' business plans to improve professionalism and results. See our unique business plan options below, and how innovative intermediaries win with our business plans.
Advantages of Outsourcing to PBN
Frees Up Your Time, Increases Deal Flow
The time you spend writing, creating drafts, faxing, calling, and waiting on information is better used raising capital, structuring deals, and developing new clients.
More Professional Results
We specialize in top quality business plans, especially for technology companies. Our methodologies work and when it comes to presentation, clients do judge a book by its cover. By the way, we'll put your logo on the front of it.
Enables Even Small Firms to Attract Top Clients
For many clients, especially successful company founders, a business plan portrays a life's work. Only first quality will do, and the quality we offer could sway an engagement decision in your favor.
A Technology Advantage for Your Firm
As technology firms continue to be pursued by numerous advisory firms, we can increase your advantage in attracting new clients. We work with technology executives and help translate technical issues into clear terms.
Exceeds Client Expectations
We've raised the bar on writing business plans. And, if one of our professional plans attracts even one more investor with a better offer, your client may recover more than the plan's cost on that difference alone.
Typical Intermediary Clients

Investment Firms
We manage every aspect of pulling together business plans for your clients to raise significant capital or sell their businesses.

Experienced Angel Investors
We'll work side by side with your portfolio companies to ensure their next business plans are up to the next challenges.

Business Brokers
Both clients and prospective investors who see our extraordinarily professional plans won't mistake your firm as just another broker.

Business Plan Options to Suit Your Clients

Platinum Plan
From content to presentation, exceptional in every aspect.

Gold Plan
A plan with unique enhancements to help your business stand out.
Silver Plan
All the basics in a solid quality business plan.