
The No-Excuses Dispensary Business Plan (2025 Guide)
Cut the excuses and open the doors. This 2025 guide shows exactly what a medical cannabis dispens...
Read More →You’re not trying to write a book — you just need a plan a bank says “yes” to.
Not sure what lenders expect — and worried you’ll miss something? Our editable templates follow the bank-ready format reviewers recognize. Open in Word or Google Docs, add your details, and export a clean PDF that’s ready to share today.
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Win owner contracts, attract investors, and run a tight operation with a plan built for real U.S. property managers. Whether you’re starting fresh or expanding into new markets, this template gives you the lender-ready structure to prove your fees, efficiency, and growth model.
Delivered in editable Word & PDF, the plan follows SBA conventions and includes a complete 3-year forecast. You’ll detail revenue by doors under management, lease-up fees, maintenance margins, and short-term rental programs—plus vendor stacks using tools like AppFolio, Buildium, or RentRedi.
Use the operations playbook (intake, onboarding, inspections, maintenance dispatch, owner reporting) and a clear marketing strategy to present a professional story to banks, landlords, HOAs, and partners—without waiting weeks for a consultant.
An SBA-aligned property management business plan (Word & PDF) with a 3-year forecast modeling doors under management, fee mix, maintenance revenue, and staffing—so you can secure funding and scale confidently.
Executive Summary — Model, markets, funding ask, and first-90-day milestones.
Products & Services — Leasing, inspections, maintenance coordination, tenant relations, HOA admin, short-term rental management, and owner reporting.
Market Analysis — Rental trends, investor needs, owner pain points, competitive scan, and seasonality.
Operations — Workflow by door: onboarding → marketing → screening → move-in → inspections → renewals → turns; SLAs and KPIs.
Marketing — Realtor partnerships, local SEO, reviews, owner webinars, and referral programs.
Management — Licenses & certifications, org chart, training, and compliance.
Financial Forecast — Doors under management, fee mix, staffing, marketing spend, breakeven, and 36-month projections.
Consultants can cost hundreds of dollars and slow you down. This template is lender-friendly today—built around PM realities like unit turns, response SLAs, fee escalation, and maintenance profitability. Edit the numbers, export a polished PDF, and present with confidence.
Start with an executive summary, define target owners and door counts, and explain your fee mix (management, lease-up, renewal, maintenance). Map your operations from onboarding to renewals, then back your story with a 3-year model tied to doors × fee × occupancy and realistic staffing.
Offer 2–3 tiers (basic, premium, STR/HOA) and list add-ons (evictions, lease-only, project management). Model pass-throughs and minimums, and protect margin with SLAs, vendor markups where legal, and annual fee escalators tied to CPI or market rents.
Property management benefits from steady rental demand and institutional interest in professionally managed housing. Recent industry reporting points to a large services market with hundreds of thousands of jobs nationwide, continued household formation, and tech-enabled efficiency gains. For PM firms, disciplined onboarding, transparent owner reporting, and clear SLAs help win contracts and defend margins even as costs fluctuate.
“We used the plan to secure a $75K expansion loan. The fee model and staffing logic made underwriting easy.”
“Clean structure, quick to edit, and it helped us close our first two owner contracts.”
Every month you wait, other firms win the best owners. This template saves $700+ in consulting fees and gets you lender-ready fast.
Start with a data-driven, funding-friendly plan investors trust — download, edit, and launch today.
Buy Now & Download Instantly – Start Your PM BusinessLast updated: 2025 by BPlanMaker.
Download a professionally crafted business plan and launch with confidence today.
Pre-vetted by lenders and optimized for SBA approval.
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Meets formatting and content requirements banks expect.
Email support included to help you customize your plan.
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