Who we are

A Trusted Partner Committed to Your Financial Success

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
Who We are

Expertly Written Business Plans That Attract Real Funding

Why Work With Us

Affordable Business Plan Services for Startups and Growth

We provide affordable, professional business plan writing services tailored to startups and small businesses. Our goal is to help you turn ideas into bank-ready plans that support funding, growth, and success.

Expert Writers

Our team combines industry insight and writing expertise to deliver impactful plans.

Affordable Rates

We offer competitive pricing without compromising on quality or customization.

Tailored Solutions

Every plan is crafted to fit your unique goals and business model.

Quick Turnaround

We respect your time and deliver polished business plans fast and efficiently.
our history

Here's How We Got Started

1950

The Begining

Our story begins in 1950, when John Doe founded our third-generation financial planning firm.

2004

Acquisition

Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.

2014

Partnership

Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.

2024

Expansion

Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.

Why us

We Always Put Your Interests First

Ready to launch or grow your business? Get a professionally written, affordable business plan tailored to your goals. Contact us now and turn your vision into a strategic, fundable plan that sets you apart. Let’s build success together!

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”

John Smith
John Smith

2024 Diversity, Equity, and Inclusion Report