Scott Proctor — President & Lead Template Architect

20+ Years of Professional Business Plan Writing Expertise | B.A. in Business Writing & Communications

Scott Proctor is the strategic mind behind BPlanMaker and the creator of its industry-specific, lender-ready business plan template library. With more than 20 years of experience in business plan development, Scott has helped thousands of entrepreneurs secure SBA loans, attract investors, negotiate leases, and launch profitable businesses across the United States.

Before founding BPlanMaker, Scott worked as a senior business planning consultant, specializing in SBA 7(a) lending packages, financial modeling, and market analysis for startups and growing small businesses. He holds a Bachelor’s Degree in Business Writing & Communications from the University of Colorado, where he focused on technical writing, financial communication, and small-business documentation.

Scott oversees all template development, quality control, and methodology refinement at BPlanMaker. His expertise ensures that every business plan template follows a U.S. lender-recognized structure, incorporates real-world industry data, and includes a professional 3-year financial forecast that reviewers trust.

“My mission is simple: remove the guesswork, reduce the stress, and give entrepreneurs a clear, lender-ready business plan they can be proud of.” — Scott

Emily Carter — Senior Business Planning Analyst

Market Research Specialist | SBA Compliance & Financial Modeling Expert

Emily Carter brings over 12 years of experience in small-business market research and financial modeling. She has worked with startups, franchise operators, and established small businesses to refine their business plans for SBA loan approval, investor pitches, and commercial lease negotiations.

At BPlanMaker, Emily focuses on industry trend analysis, market sizing, competitive landscape summaries, SBA compliance alignment, and financial assumption development. She helps ensure each business plan template reflects current U.S. market conditions, realistic financial pathways, and lender expectations—making the customization process simple and credible for entrepreneurs.

Emily holds a certification in small-business financial analysis and previously worked as a researcher for a national small-business consulting firm, where she supported hundreds of business planning engagements across multiple industries.

Jason Ramirez — Director of Business Documentation & Content Strategy

Technical Communications Expert | 15+ Years in Professional Writing

Jason oversees the written structure, clarity, and instructional flow of BPlanMaker’s business plan templates. With a background in technical writing, compliance documentation, and business content strategy, he ensures every section of each plan is easy to read, logically structured, and tailored to the way lenders and reviewers evaluate information.

Jason has developed documentation for financial institutions, grant programs, and high-growth startups. At BPlanMaker, his focus includes template clarity and consistency, editing and narrative refinement, user guidance, and structure development so entrepreneurs can quickly understand how to customize each business plan template to match their concept.

He holds a B.S. in Technical & Professional Writing from Arizona State University and has spent his career helping organizations transform complex ideas into clear, lender-ready documents.

Sarah Thompson — Customer Success Manager

Small-Business Support Specialist | 10+ Years Helping Entrepreneurs Launch & Grow

Sarah leads customer experience and product support for BPlanMaker, making sure entrepreneurs feel confident from the moment they select a template to the moment they send their completed business plan to a lender or investor. With over 10 years of experience in small-business support, she has helped founders prepare documentation for SBA loans, local banks, landlords, and grant programs.

Her background includes small-business coaching, loan-preparation assistance, operational planning, and documentation support. At BPlanMaker, Sarah helps customers choose the right industry template, understand the structure of their business plan, and navigate common questions about customizing financial forecasts and narrative sections.

Sarah’s goal is to ensure every customer feels supported, not overwhelmed—so they can focus on telling their story while relying on a proven business plan template.