BPlanMaker
Regular price
$50.00 USD
Regular price
$99.95 USD
Sale price
$50.00 USD
Taxes included.
Quantity
+10 more
✔ 100% Secure Checkout — Your information is encrypted and protected
✔ Instant Digital Download — Access your plan immediately after payment
✔ SBA & Lender Approved Format — Built to meet funding requirements
✔ Trusted by Entrepreneurs Nationwide — Used by business owners in all 50 states
✔ Instant Digital Download — Access your plan immediately after payment
✔ SBA & Lender Approved Format — Built to meet funding requirements
✔ Trusted by Entrepreneurs Nationwide — Used by business owners in all 50 states
Couldn't load pickup availability
Private Investigator Business Plan Template – Investor-Ready & Proven
Clients want answers, attorneys want clean reports, and lenders want a plan that stands up to scrutiny. This template helps you show all three. Built for solo PIs, retired law enforcement, and security pros, it speaks the language of the field—surveillance logs, chain of custody, retainer work—and the tools you actually use like Crosstrax, Trackops, and QuickBooks.
Instantly delivered in Word/PDF with a full 3-year forecast and SBA-compliant structure, it covers services from infidelity surveillance and background checks to corporate fraud and missing persons. Use it to price cases, outline reporting, and present a credible, lender-ready plan.
Fully customizable. Instantly downloadable. Investor-approved.
What’s Inside the Business Plan?
Executive Summary – Mission, objectives, and target service area
Products & Services – Surveillance, infidelity, background checks, fraud, missing persons; tools like Crosstrax/Trackops, SpyTec GPS, QuickBooks invoicing
Market Analysis – Legal, corporate, and domestic demand; competitor positioning
Operations Plan – Licensing, insurance, case workflow, report standards, evidence handling
Marketing Strategy – Google SEO, Google Business Profile, attorney referrals, Avvo/Martindale outreach
Management Overview – Solo operator, partnerships, or multi-investigator agency
Financial Forecast – Startup costs, fee models, breakeven, and 3-year projections
Who Should Use This Plan?
– Independent PIs launching a firm
– Retired police or military entering private practice
– Security consultants adding investigations
– SBA/grant applicants in legal services
– Agencies expanding into corporate retainers
Why Choose This Business Plan?
Hiring a consultant often costs $700+ and weeks of back-and-forth. This template is delivered instantly, formatted for SBA and investors, and built around real PI workflows—case intake, surveillance schedules, evidence storage, and billing. Save time, look professional, and present numbers lenders respect.
Frequently Asked Questions
Does this plan work for solo PIs and agencies?
Yes. Solo operators can focus on low-overhead services like background checks and targeted surveillance, while agencies can scale into corporate fraud and attorney retainers. The template is fully editable in Word/PDF, so you can adjust service menus, pricing, and territories as you grow without rewriting the entire plan from scratch.
Is licensing and compliance covered?
Yes. The operations section outlines licensing, insurance, and evidence handling so you can adapt it to your state. Many investigators add specifics like Crosstrax or Trackops for case management, SpyTec or BrickHouse GPS trackers for mobile surveillance, and secure cloud storage to demonstrate a complete, compliant workflow to lenders.
Can I adjust the financials and pricing?
Absolutely. Edit hourly surveillance rates, flat-fee background checks, mileage, rush premiums, and retainer packages directly in Word. The 3-year forecast reflects your assumptions, so you can show banks realistic revenue based on billable hours, utilization, and close rates—without hiring a $700+ consultant to model it for you.
How does the plan help me win attorney and corporate clients?
The marketing strategy maps out attorney referral outreach, Google Business Profile optimization, and reputation building on legal directories like Avvo and Martindale. It also includes sample outreach angles, proposal structure, and follow-up cadence so you can convert consultations into retainers and long-term contracts, not just one-off cases.
What tools and software should I plan for on day one?
Plan for PI case management (Crosstrax or Trackops), GPS trackers (SpyTec or BrickHouse), dependable cameras, encrypted cloud storage, and QuickBooks for invoicing. The plan shows where these fit in operations and budgeting, so lenders see you’ve thought through evidence handling, reporting, and billing from the start.
Is this plan SBA/investor ready out of the box?
Yes. It follows SBA expectations with an executive summary, market analysis, operations plan, and 3-year projections. It’s designed to print cleanly for loan packets and to share digitally with investors. Edit your city, rates, and service mix, and you can submit a professional plan the same day you download it.
Customer Testimonials
“My SBA reviewer called it the most complete PI plan they’d seen. I secured funding and signed my first attorney retainer in 30 days.”
— Jason T., Quiet Scope Investigations
“I built pricing tiers and a case workflow overnight. The projections made bank conversations simple and professional.”
— Karla M., Sentinel Private Services
“Went from side gigs to a full agency—this plan helped me package services, forecast revenue, and win corporate compliance work.”
— Devin R., Northline Investigations
Build a Credible, Fundable PI Agency
Every week you wait, competitors sign the clients you want. This template saves you $700+ in consultant fees and gets you investor-ready in hours, not weeks.
Download, edit, and pitch with a plan that speaks lenders’ language and reflects real PI operations.
