Business Planning


We live in the world of data now; data allows us to make realistic decisions about the future, produce financial projections and demonstrate that our business is ready to grow to its next step. Infinite Financial Services  helps clients create dynamic business and financial plans that take real data and map out realistic outcomes with creative and “outside-the-box” business growth solutions

Banks and investors are funding more start-ups than ever – but most entrepreneurs struggle to get even a dime of funding. Triple  your chances of getting the funding you need with an industry-leading business and financial plan from IFS. We’ve helped hundreds of entrepreneurs just like you start, fund, and grow their businesses.

Types of Plans We Offer:

Investor Grade

Raising funds to support a business vision is one of the first and most daunting hurdles entrepreneurs face as they look to build a company. An IFS custom-crafted Investor Business Plan is tailor-made to showcase your startup or expansion concept as you work to acquire funding from investors. If you’re looking to raise capital through equity funding from venture capitalists (VCs), angel investors or private investors, the Investor Plan is the right choice for you.


Becoming a franchisee is a little like getting into a good college: You have to prove that admitting you into the brand family will benefit the company and that you will be an asset to not only its financial operations but its good reputation.

L-1 Intracompany Transferee Visa

An Intracompany Transferee (L1) Visa allows your company to bring management talent from an affiliated foreign office to your U.S. facility, or to bring in management to create a U.S. branch.


The EB-5 visa business plan initiative, a federal program making it possible for foreign citizens to get a permanent residency green card, is making the American dream come true for entrepreneurs from around the world. But the EB5 path to citizenship carries with it very specific regulations from the United States Citizenship and Immigration Services (USCIS) that require careful planning from IFS experts in order to succeed.

Bank Compliant

The Small Business Administration (SBA) describes a business plan as a living document that serves as an “essential roadmap to success.” At IFS, we believe that to be true, and we’ve seen, over and over, the difference a well-crafted business plan can make. Writing and designing a plan to help our clients secure bank funding – arguably one of the hardest parts of being a business owner — is something we’re committed to doing well.

Nonprofit 501 (c)(3)

Nonprofits face unique challenges as they look to not just get funded but meet their objectives and serve those they are hoping to benefit. Building a strong nonprofit requires not only careful market research on many levels, including a deep understanding of both the client base and potential sources of continuing cash flow, but a long-term outline for achieving success.

Experienced E-2 Plan

Obtaining an (E2) Treaty Investor requires carefully presenting the facts about you and your business to the United States Citizenship and Immigration Services (USCIS) in a clearly written, easy-to-follow business plan. Our plans provide solid financial projections and clearly emphasize your qualifications.

Plans Tailored for Your Needs

Forget templates; we focus on attracting investors, effective financial management and growth through new business.  Our business plans are tailored to your specific needs by a team of industry experts, experienced financial modelers, expert researchers and project managers.


Opening Opportunities

Our clients are often surprised by the possibilities our business plans present to them; by thinking outside the box we present exciting new opportunities for your business that allow you to:

  • Work fewer hours — while making more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Exercise sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can focus on your clients
Questions Our Advisors Help Answer:
  • Are products or services in development or existing (and on the market)?
  • What is the timeline for bringing new products and services to market?
  • What makes your products or services different? Are there competitive advantages compared with offerings from other competitors? Are there competitive disadvantages you will need to overcome? (And if so, how?)
  • Is price an issue? Will your operating costs be low enough to allow a reasonable profit margin?
  • How will you acquire your products? Are you the manufacturer? Do you assemble products using components provided by others? Do you purchase products from suppliers or wholesalers? If your business takes off, is a steady supply of products available?
Going Beyond the Business Plan

We take a strong, fully-encompassing look at your customer acquisition strategy and re-tool that strategy as necessary to fit in your business plan.  From new methods of advertising to leveraging event-driven marketing, social media and brand ambassadors, we ensure your business plan is designed around the most modern and effective growth tools available.

Often your first or carrying impression to new customers, we work an effective web communication strategy into your business plan that includes what and how you communicate through your website, customer tools that may be made available to fuel business growth and improvements to digital communication tools deployed where necessary.

Because we understand that most of our customers are starting new businesses, we also understand that any business plan that doesn’t include a funding strategy is doomed to fail.  Our business plans are designed to allow you to apply for applicable grants and federal business  funding and have your business positioned and ready for investor conversations.

Infinite Financial Service Business Plan Experts and Advisors are dedicated to helping you meet your business planning needs in the most customer-friendly and efficient way possible.

We specialize in professional business plans written by accomplished MBA consultants who have years of real-world on-the-job  experience developing business strategy and growing businesses directly.  IFS’s mission is to provide this experience through our highly customized business plans at an affordable price so that your business can become and remain one of our many satisfied customers.

how can we help you?

Contact us at the IFS office nearest to you or submit a business inquiry online.

You helped my family professionally twice and I am very pleased with your work ethic. Our experience at IFS was great! Thanks guys!

Richard Fernandez
Miami, FL

Ready for a First-Class IFS Business Plan?

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