Pathways to Profit · Plan Builder
Whether you’re starting something new or growing what you have, Plan Builder gives you the time, structure and coaching to set your strategy for 2027: your numbers, your pricing, your risks, and the funding you need and how you’ll use it. Build it at your own pace, then defend it to a coach acting as a lender or grant reviewer.
Already earning revenue? Plan Builder is the first step into GWW’s growth program for established businesses.
Includes coaching, a Plan Defense session and credit counseling.
GWW members save. Ask about member pricing.
For many business owners, Plan Builder may be a tax-deductible business expense. Check with your tax professional.
A business plan isn’t something you write once at the start. It’s your strategy: where your money comes from, what you charge, what could knock you off course, and what you’re building toward. The owners who grow keep planning.
Already in business? Look hard at your numbers and set a clear direction for growth and capital. Starting out? Figure out what makes sense for you: part-time, buying a business, a franchise or testing an idea first. Preparing for funding? Know what you need, where it comes from and how you’ll use it.
What’s included
Self-paced modules take you through your opportunity, market research, assumptions and financials.
Three 1:1 sessions with a GWW advisor, plus group check-ins so you finish what you start.
Present your plan to a coach acting as a funder, and answer real questions about your research and numbers. The best defense wins $1,000.
A funding strategy for your stage: what you need, where it comes from and how you’ll use it. Plus a seat in our Grant Ready Strategy Session and preferred pricing on our capital-readiness workshop.
Completion meets the business plan requirement for GWW’s growth program for established businesses, for Cobb County Economic Development grant eligibility and for Kiva loan endorsement through GWW, a Kiva Trustee. It makes you eligible to apply; acceptance and awards are not guaranteed.
Your next step
Next comes GWW’s growth program for established businesses that already earn revenue. It brings together the support GWW offers, sets goals with you at the start, and measures your results at the end. It runs through July 2027 and is supported by a U.S. Small Business Administration award.
A finished, defended plan is the prerequisite. It gives you and your advisor a clear baseline: your numbers, your goals and what you need to grow. Complete Plan Builder and you’re eligible to apply.
Inside the program: infrastructure and technology, capital planning, introductions to contracts, buyers, capital and vetted partners, and leadership development. Starting out? Plan Builder still gets you ready; the growth program is there when your business is earning revenue.
Plan Builder sets your strategy. After it, Greater Wealth Works works with you on implementation: putting processes in place, setting milestones and adjusting as you go, through the ups and downs of business.
Along the way, our guidance and curated connections help you save more, make more and save time. Some of our clients have been with us for more than 20 years.
Who it’s for
How it works
Fully virtual. GWW members save; ask about member pricing. Questions? Call 770-694-6593.
Whatever stage you’re in, there’s a place for you at GWW: community workshops and consultations when you need guidance, in-depth programs when you’re ready to build, and connections that stay with you.