🏡 Assisted Living Business Plan Template – SBA & Investor-Ready
Created by Dr. Paul Borosky, MBA – Only $50
Launch your assisted living facility with confidence using Dr. Paul’s professionally written, fully editable Assisted Living Business Plan Template. Designed specifically for healthcare entrepreneurs and small business owners, this comprehensive template is tailored to meet the unique demands of the senior care industry.
📘 Why Choose This Assisted Living Business Plan Template?
Whether you’re applying for an SBA loan, pitching to investors, or simply organizing your startup strategy, our template ensures you have everything needed for success:
✅ SBA-Compliant & Investor-Ready
Our business plan template is designed to meet the strict requirements of SBA loan applications and investor presentations. It includes all essential sections—executive summary, market analysis, funding request, and financial projections—ensuring your plan is both credible and compelling.
✅ Written by Dr. Paul Borosky, MBA
With over 15 years of experience in business consulting and plan writing, Dr. Paul Borosky has helped hundreds of entrepreneurs launch successful ventures. This template reflects his expertise in aligning your business vision with real-world expectations.
✅ Delivered in Microsoft Word & Excel Formats
Easily edit your business plan using familiar tools. The template is fully compatible with Microsoft Word and Excel, allowing for quick customization of text, formatting, financial data, and charts.
✅ Completed in 1 Business Day
No delays. Once purchased, your assisted living business plan template is available for immediate download—so you can start building your plan right away and stay on track with your launch timeline.
✅ Includes FREE Business Plan Tutorials
Every template purchase comes with access to step-by-step video tutorials. These guides show you exactly how to complete each section of the plan and use the financial model—saving you hours of confusion and research.
📦 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:
🎓 Free Business Plan Writing Tutorials Included with Every Template
Every purchase of our Assisted Living Business Plan Template includes access to step-by-step business plan tutorials led by Dr. Paul Borosky, MBA. These tutorials walk you through the entire customization process, helping you save time and avoid costly mistakes.
Whether you're new to writing a business plan or just need expert guidance to refine yours, these video tutorials provide clear, practical support on:
✅ How to Customize Your Executive Summary
Learn how to summarize your assisted living business concept, highlight your services, define your target market, and present financial highlights in a way that captures investor attention.
✅ How to Modify Financial Projections
Understand how to adjust revenue forecasts, labor costs, and startup expenses using our customizable Excel model. This tutorial helps ensure your projections align with your business’s actual operations and funding needs.
✅ How to Finalize Your Funding Request
Get step-by-step instructions on calculating your funding requirements, outlining how capital will be used, and writing a compelling funding request section tailored to SBA and investor expectations.
✅ How to Use the Excel Financial Model
Learn how to input data into the built-in Excel template to generate a 12-month profit and loss statement and 5-year pro forma income statement—ideal for SBA loan applications or pitching investors.
✅ How to Complete Your Business Plan Efficiently
From start to finish, Dr. Paul walks you through the most efficient ways to complete your business plan using our structured format, ensuring you finish faster with a professional result.
📊 Why This Business Plan Matters
In 2024, over 140 assisted living facilities in Wisconsin closed, displacing hundreds of residents—many due to financial mismanagement and lack of strategic planning (source: Wisconsin Watch).
With Dr. Paul’s template and support:
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🧾 Avoid cash flow pitfalls
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🔎 Target underserved senior care markets
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💼 Improve operational efficiency
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🧠 Plan for long-term growth and stability
Frequently Asked Questions – Assisted Living Business Plan Template
❓ Is this assisted living business plan template SBA-compliant?
Yes. This template is structured to meet the requirements for SBA loans and lender submissions. It includes all key sections: Executive Summary, Company Description, Market Analysis, Funding Request, and detailed Financial Projections formatted for SBA review.
❓ Can I use this template for memory care, independent living, or nursing home businesses?
Absolutely. The template is fully customizable and can be tailored for various senior care models, including memory care units, skilled nursing facilities, retirement communities, and independent living homes.
❓ How fast will I receive the template after purchasing?
Instantly. Once you complete your purchase, you’ll receive an immediate download link for both the Microsoft Word business plan document and the Excel financial model, along with access to the free video tutorials.
❓ Do I need business plan writing experience to use this template?
No experience needed. The plan is beginner-friendly and includes step-by-step video tutorials by Dr. Paul Borosky, MBA, guiding you through each section—from customizing the executive summary to completing your financial projections.
🧠 About Dr. Paul Borosky, MBA.
Dr. Paul Borosky is a published author, business consultant, and the founder of Quality Business Plan. With over 15 years of experience in business planning, financial modeling, and small business development, Dr. Borosky has helped hundreds of entrepreneurs nationwide launch and grow their ventures. He specializes in crafting SBA-compliant and investor-ready business plans tailored to a wide range of industries, including healthcare, retail, and real estate. Combining academic expertise with real-world insight, Dr. Borosky holds both an MBA and a Doctorate in Business Administration. His easy-to-follow templates and video tutorials are designed to guide business owners step by step through the planning process. Whether you're starting a new venture or seeking funding to scale, Dr. Borosky provides the tools and support to turn your business idea into a clear, compelling, and professional plan.
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🔐 Ready to Launch Your Assisted Living Business?
Start strong with an expert-crafted plan trusted by entrepreneurs nationwide.
Only $50 – Includes editable documents AND free tutorials.