Advisory

Business plans and projects, ready for the bank

We help FFL and defense businesses put their plans on paper and see them through. We write business plans, manage projects from kickoff to close, and prepare the documents banks ask for when you apply for a loan or approval.

Two people work through a plan together at a table in a brick-walled office
Advice from Constaris
What we help with

Plans that hold up to a lender's questions

  • Business plans

    A written plan covering your market, operations, licensing and financials, built around how an FFL or defense business actually runs.

  • Bank-ready loan packages

    Financial statements, projections and supporting documents organized the way lenders expect to review them.

  • Approvals and applications

    Help gathering and preparing what banks and other approvers need, so applications go in complete.

  • Project management

    Scope, schedule and budget for expansions, new facilities or system rollouts, with one person tracking every step to completion.

When it helps

Moments when a plan pays off

  • Starting out

    Launching a new FFL or defense business and needing a plan and financing to get going.

  • Growing or expanding

    Adding a facility, a product line or equipment and applying for a loan to fund it.

  • Running a big project

    A project with many moving parts that needs a clear plan and someone to keep it on schedule.

Let's talk

Start with a conversation

Tell us what you are planning and what financing or approvals you need. We will set up a consultation.

Book a consultation