Assisted Living Business Plan Template
Launch your assisted living facility with confidence using Dr. Paul’s ready-to-edit business plan!
- Word document with the assisted living business plan.
- Excel financial model customized to the assisted living industry.
- Free business plan writing tutorials.
- Template written by Dr. Paul Borosky, DBA, MBA.
- Industry research thought AI.
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Template Price With Immediate Download: $50
Questions about Purchasing our Template?
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In the video above, Dr. Paul Borosky of Quality Business Plan shares a complete guide to writing an assisted living business plan. From research and structure to funding and success tips, this page helps assisted living owners or startups plan effectively—or hire professional help for a customized plan.
What’s Included in the Assisted Living Business Plan Template
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Editable Microsoft Word Business Plan
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Executive Summary
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Company Description
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Retirement Communities Industry Analysis
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Organizational Chart
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SWOT Analysis
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Marketing Plan
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Completed Funding Request
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Pricing Strategy
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Financial Projections:
• 12-Month Profit & Loss Statement
• 5-Year Pro Forma Income Statement -
Customizable Excel Financial Model (Revenue, Costs, Labor)
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Step-by-Step Video Tutorials by Dr. Paul
Instructional Video by Dr. Paul:
Instructional Video:
Who This Template is For...
Assisted living remains one of the fastest-growing care segments in the U.S., driven by an aging population, longer life expectancy, and families actively seeking stable, professionally managed housing options. This demand makes understanding customer demand and buying behavior essential for a buyer purchasing an existing assisted living business, where occupancy rates, length of stay, payer mix, and family decision timelines directly impact valuation and revenue predictability. It is equally important for an assisted living owner struggling with cash flow, as shifts in customer acquisition and retention trends—including referral competition, hospital discharge relationships, online reputation, and move-in conversion rates—can quickly affect census levels and monthly income. This template is designed to help owners and buyers translate real assisted living industry data into clear operating assumptions, marketing strategy, and realistic financial projections. Dr. Paul's business plan template, provides a structured, lender-ready framework that reduces stress by guiding you step-by-step. A solid business plan helps you avoid risking everything blindly.
Benefits of an Assisted Living Industry Specific Template
Do you feel like your assisted living business is moving forward without clear direction or defined priorities? When this problem goes unsolved, owners often burn through cash without a realistic plan for earning it back—especially as competition increases near local medical corridors, hospital networks, and senior housing clusters that drive referral traffic. Without a structured business plan, costly planning mistakes multiply, and explaining your strategy, numbers, and growth path to lenders, partners, or buyers becomes harder than it should be. You’re not alone—many assisted living operators face this exact challenge as demand grows and margins tighten. Designed for execution, Dr. Paul, business plan writer, provides a legit business plan framework that helps assisted living owners move forward with confidence, clarity, and control from day one.
About the Author: Dr. Paul Borosky, DBA, MBA
Dr. Paul Borosky, MBA and DBA, CEO Partner dedicated to making CEOs stronger, sharper, and more effective, is the founder of Quality Business Plan, creator of Dr. Paul's Organize-Plan-Grow Strategy, author of numerous published books on Amazon, and publisher of over 1,000 business focused videos on YouTube. For over 14 years, he has helped entrepreneurs and small business owners turn business concepts into tangible businesses. Most recently, Dr. Paul has expanded his expertise into AI Business Integration, developing industry-leading strategies that use custom created and trained AI agents.
