Business Plan | Writing Your Company Business Plan

Business Plan Development • Writing Effective Business Plans

Lantern Capital Advisors specializes in writing business plans that help established, growing companies raise capital from a variety of institutional lenders, funds, and equity firms. 

We are not a business plan “factory".  Our business plans contain the relevant company information and financial models required by lenders and investors in order to make funding decisions.    As business plan consultants, Lantern Capital Advisors writes professional business plans for established growing companies as part of our process to raise capital.  

Writing A Relevant Business Plan:  Our Business Plan Development Process

Lantern Capital Advisors business plan development process includes working with entrepreneurs and management teams in order to develop and define all aspects of a company’s business planning strategy, including marketing strategy, growth strategy, acquisition strategy, and capital raising strategy.  Our plans are reflective of a solid performing company that has experience raising capital from institutions and investors.  

Lantern Capital Advisors writes business plans with financial models and get them funded from institutional lenders, equity firms, and specialty debt providers.  We do this on an hourly consulting basis, and do not take financial positions or equity in our clients.  Because Lantern’s model is based on an hourly consulting approach, our business plans are ideally positioned to enhance the company’s existing plan by using our business plan consultants and our dynamic financial planning process.  By developing the plan in conjunction with our dynamic financial planning process, Lantern Capital Advisors ensures that the business plan is relevant to the current market demand before distribution to investors or institutions.  

Our business plan development process does not require that we “start from scratch”.  We are very happy to use the information that a company has previously developed, and can ensure that the final plan is written professionally, and contains the appropriate financial information that reflects the professional standard expected from institutions and investors.        

Written by experienced consultants and CPA’s, our typical business plan writing and dynamic financial planning process takes two to four weeks to complete prior to sending out to institutions.  Based on the financing required, clients can expect funding in three to six months post project kick off from qualified institutions interested in receiving their business plans, and qualified to fund their need.  

Comprehensive Business Plans

Lantern Capital Advisors writes comprehensive business plans for established businesses that contain a prioritized growth strategy.  As corporate financial planning consultants and qualified business advisors, we ensure that the plans we write for our clients are attainable, and the capital requirement is realistic.  We analyze the many methods available in the capital markets to help finance the growth of the business.  We help management determine the financing option that best positions the company for the future prior to distributing the business plan to qualified institutions.

Business Plans Include Historical and Projected Financial Statements

Investing institutions must believe that the Company’s business plan is both strategic and attainable.  To illustrate to investors the viability of the Company’s capacity to grow, the business plan must include historical and projected financials.  Business plans not only need to tell the story of the company, but need to accurately reflect the current and future financial performance of the company as well as the expected results with the desired financing.  

Lantern Capital Advisors has relationships and primarily targets financial institutions that know our work, solicit our plans, and are interested in investing in specific market sectors.    This ensures that our business plans are welcomed and read by a wide range of financial institutions. In short, institutions are anxious to hear from us and invest in our clients.  Unlike mass business plan writing companies, Lantern Capital Advisors pre-qualifies investors and banking institutions before sending out business plans.  We don’t typically represent start up companies.  We write business plans for companies that require financing to fund growth, acquire companies, execute management buyouts, leveraged buyouts, or refinance corporate debt. 

What our clients are saying...


“I spent years doing research and speaking to advisors, investors, and banks.  I could find no support for the kind of management buyout transaction I wanted to do and believed could be done.  That is, until I stumbled upon Lantern Capital Advisors.  Just one phone call to Lantern and I heard the words, "it absolutely can be done!"  Lantern then helped me make it happen.  I will be forever grateful to Lantern Capital Advisors for their counsel, expertise, and hard work in leading us to our goal.”

— DF, CFOFull Service Call Center

“Lantern Capital Advisors helped us look at many different types of financing alternatives and helped us find a new capital provider that increased our funding limits and released some of my personal collateral.  As our business began to grow rapidly, Lantern also helped us modify our financing terms with our new capital provider.  Since that time, Lantern has helped us evaluate acquisitions, set long term and short term financial goals, and serves as my on-going corporate financial advisor.  I enjoy working with Lantern and I trust that their team have my best interests at heart.”

— DM, CEOHouston, TX

“I have worked with Lantern on several different projects with multiple companies.  Their past work has included corporate financial planning as well as securing financing options to fund faster growth, possible acquisitions, and additional working capital.  Funding needs have ranged from less than $5 million to over $20 million.  Lantern's work product, advice, and hourly based approach has worked well for us in many different ways.”

— AA, COOLos Angeles, CA


“I spoke with multiple financial firms about the possibility of conducting a management buyout of a particular division.  Most of them seemed more interested in developing a long term relationship with the parent company than they were in securing the best possible deal for me.  I was then referred to Lantern Capital Advisors and things just clicked.  They listened carefully to my vision for the business and patiently explained every step of the management buyout process.  They met every expedited timeline and used their extensive network to find me the best possible investment group.  I don't know that a deal would have been completed without their guidance.  I would recommend Lantern Capital Advisors to anyone contemplating a similar transaction.”

— JR, CEOConsumer Products Company

“Lantern presented us with financing options far exceeding the traditional bank proposals in the past.  They spent enough time to understand the issues surrounding our need so they could concentrate on the options that would be pertinent to us, significantly reducing our work on the project.  The next time we have a financing need, I am confident I will discuss it with Lantern first.”

— SS, OwnerRetail Services Center

“Lantern helped us look at many different types of financing alternatives and helped us find a new capital provider that increased our funding limits and released some of my personal collateral.  As our business began to grow rapidly, Lantern also helped us modify our financing terms with our new capital provider.  Since that time, Lantern has helped us evaluate acquisitions, set long term and short term financial goals and serves as an on-going business financial advisor.  I enjoy working with Lantern and I trust that their team have my best interests at heart.”

— DM, OwnerServices Company

Learn About Our Process To Raise Capital

Lantern Capital Advisors has experience successfully helping growing enterprises and entrepreneurs raise capital with revenues that typically range from $5 Million to $150 Million.  First we complete the comprehensive business plan, then we begin the process to solicit institutions for funding.