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A strategic business plan is a roadmap for an existing company. It sets long-term goals, the strategies to reach them and the milestones you will use to track progress. Where a startup business plan proves an idea to lenders or investors, a strategic plan helps owners and leadership teams decide where to focus money, people and time over the next three to five years.
Call for pricing: 800-691-6202. Most plans are delivered in 6 to 8 business days after your onboarding call.
Executive Summary
A brief overview of the plan's main objectives, strategies, and anticipated outcomes.
Company Description
Information about the company's mission, vision, values, organizational structure, and unique selling proposition.
Market Analysis
Research and evaluation of the target market, industry trends, customer demographics, and competitive landscape.
SWOT Analysis
Assessment of the company's strengths, weaknesses, opportunities, and threats to identify areas of focus and competitive advantages.
Goals and Objectives
Clear and measurable targets that the company aims to achieve within a specified timeframe.
Strategy and Implementation
Detailed plans and initiatives outlining how the company will reach its goals, including marketing, sales, operations, and resource allocation strategies.
Financial Projections
Forecasts of revenue, expenses, and cash flow, including profit and loss statements, balance sheets, and break-even analysis.
Risk Management
Identification and assessment of potential risks and contingency plans to mitigate them.
Monitoring and Evaluation
Establishing metrics and milestones to track progress and periodically review the plan's effectiveness.
Appendix
Supporting documents, such as market research data, resumes of key team members, and additional financial information.
Book a free call and we will walk you through what your strategic plan should cover.

A strategic plan is the right fit when your company already exists and you need to decide what comes next. Our clients use them to:
A startup business plan proves that a new idea can work, usually for a lender or investor. A strategic plan starts from your real numbers and focuses on growth, priorities and accountability. If you are raising money, we can build both from the same research and financial model. See our investor business plans and SBA business plans.
Want to see how the pieces fit together? Read 7 essential elements of a strategic plan.
Book a free call and we will walk you through what your plan should cover.
Or call 800-691-6202.
Plans are led by Matt Khalili, who has served as an expert witness on business plan compliance and was named one of EB5 Investors Magazine’s top business plan writers in 2023, 2024 and 2025.

Every strategic plan includes a marketing section that ties your goals to the customers, channels and budget that will get you there. For example, a software company aiming to grow market share by 20% over two years might plan targeted online advertising, content marketing and strategic partnerships, each with its own goal, timeline and metric so the team can track progress and adjust.
"I'm the lead investor on a disruptive health and wellness device. Matt and his team prepared an outstanding business plan that resulted in a $4mm capital raise from numerous high-profile individuals. They are truly experts in their field, and I will continue to use them for my other ventures."
"My business exceeds my expectations and I sincerely appreciate the effort you and your team committed to working with me on this. I know I asked more of you than most. Thank you for working with me, challenging me and ultimately, delivering one hell of a plan."
"The Team at Plan Writers know cannabis. They developed my pro formas for my new stores, and with exacting detail. Matt, Paul and John looked into city taxes, market prices for flower and tax implications for a vertical company and it was simply impressive work. I use a number of reputable attorneys for my applications and they all love working with this Company. Responsive and always willing to meet challenging deadlines. My kind of guys."
A roadmap for an existing company that sets three-to-five-year goals, the strategies to reach them and the milestones used to track progress. It helps owners and leadership teams decide where to focus money, people and time.
A startup plan proves a new idea to lenders or investors. A strategic plan starts from your actual results and focuses on growth, priorities and accountability. We can build both from the same research and financial model.
Call us at 800-691-6202 for a quote. Pricing depends on the size of your company, the scope of the plan and whether you need full financial projections.
Most plans are delivered in 6 to 8 business days after your onboarding call. Larger organizations with more stakeholders can take longer.
Owners and senior leaders, plus department heads who will carry out the plan. We interview your team so the plan reflects how the business actually runs.
Review it at least once a year and update it whenever your market, funding or leadership changes significantly. We can update plans we wrote as your business grows.
Ready to build your strategic plan? Tell us about your company and we will call you to talk through your goals.