Your Lender Has a Deadline. So Do You.
Most business owners spend weeks sometimes months trying to build a lender ready package on their own. We deliver it in days, built exactly the way underwriters expect it.
200+
Hours saved vs. DIY
14
Day average delivery
98%
Client satisfaction rate
$50M+
In projected client revenue
The Real Cost of Doing It Yourself
Industry research shows that writing a bank ready business plan and financial projections is one of the most time intensive tasks a business owner can take on and most first attempts are rejected by lenders.
The DIY Route
DIY Average
hours to write a complete business plan
Source: SCORE / U.S. SBA research
hours to build lender-grade financial projections
Source: Industry average for first-time preparers
revision rounds before lender acceptance
weeks from start to lender-ready package
The TouchPoint Way
TouchPoint Planning
business days to a complete, lender ready package
round of revisions included
projection accuracy rate across all client engagements
documents formatted to underwriting standards from the start
What Sets Us Apart
Speed is the headline. But the reason our packages get approved is the depth behind them.
Built From the Bank's Perspective
We don't write business plans for entrepreneurs we write them for underwriters. Every section, every number, every narrative is structured around what your lender's credit committee is trained to look for.
Proprietary Financial Modeling Engine
Our workbook integrates 132 data inputs across up to 21 tabs and 3 interconnected financial models. The result is a projection package that holds up under scrutiny because it was built to be scrutinized.
Speed Without Shortcuts
We deliver in 7–14 business days because our process is engineered, not improvised. You get a complete, lender ready package fast without sacrificing the depth that gets deals approved.
One Point of Contact, Full Accountability
No handoffs, no junior staff, no templates filled in by someone who's never sat across from a lender. You work directly with our team from intake to delivery.
Nearly 1 in 2 Small Business Loan Applications Are Denied
And the most common reason isn't your credit score it's your paperwork.
National small business loan denial rate
Fed Reserve SBCS 2024
Denial rate at large banks specifically
Fed Reserve SBCS 2024
Fixable denial reason: weak financials & business plan
SBA Hartford District / CT DECD
CT small business denial rate (Northeast avg.)
Fed Reserve Bank of New York
Source: Federal Reserve Small Business Credit Survey 2024 (2023 data) · Federal Reserve Bank of New York Northeast Region
Why Lenders Say No
Insufficient or Weak Financial Statements
Lenders need to see projections that hold up under scrutiny not spreadsheets built on guesswork. Incomplete or unrealistic numbers are an automatic red flag for any credit committee.
Incomplete or Inadequate Business Plan
A business plan written for an entrepreneur reads very differently than one written for an underwriter. Missing market analysis, vague revenue assumptions, and no repayment strategy are deal killers.
Poor Loan Package Presentation
Even strong businesses get denied when their documents aren't formatted to underwriting standards. Lenders process hundreds of applications a disorganized package signals risk before they read a single number.
We Don't Just Help You Apply. We Change the Outcome.
Every element of our process is engineered to eliminate the exact reasons lenders deny applications.
Weak financial projections
132 input proprietary model across 3 integrated financial statements built to withstand lender scrutiny
Business plan not written for underwriters
Every narrative section structured around what credit committees are trained to evaluate not what sounds good to you
Disorganized loan package
Lender ready formatting from Day 1 tabs, labels, and document order matched to SBA and conventional underwriting standards
Months of back-and-forth revisions
7–14 business day delivery with 1 included revision round because we get it right the first time
Stop Losing Time. Start Talking to Lenders.
Every week you spend trying to figure out what your lender wants is a week your competition is moving forward. Let us build the package that gets you to the table.