Legacy Business Plans: A Comprehensive Review of This Business Plan Consulting Firm
Navigating the SBA loan process or an immigration visa application often requires a professional, polished business plan. Legacy Business Plans, a Miami-based consulting firm led by Jenny Dieppa, specializes in creating business plans for both SBA/USDA loan applications and immigration purposes. But with professional business plan services typically costing thousands of dollars, is Legacy Business Plans the right choice? And is there a more cost-effective path for SBA borrowers? Let’s explore.
What Is Legacy Business Plans?
Legacy Business Plans is a business plan consulting firm headquartered in Miami, Florida, serving clients nationwide and internationally. The company was founded by Jenny Dieppa, who also runs Legacy Funding Link, a related entity focused on helping entrepreneurs access capital.
The firm positions itself as a comprehensive business plan provider that goes beyond simple document creation. They conduct market research, develop financial projections, create strategic plans, and deliver professionally designed documents tailored to specific audiences — whether that’s an SBA lender, a USDA loan officer, or an immigration attorney.
Services Offered by Legacy Business Plans
SBA/Bank Business Plans
Legacy Business Plans creates detailed business plans specifically formatted for SBA and conventional bank lending requirements:
- Thorough market research and competitive analysis
- Financial projections including revenue forecasts, profit & loss statements, and cash flow projections
- Strategic growth plans aligned with your business model
- Executive summary and management team profiles
- Professional design and branding that enhances your presentation
- Plans for startups, expansions, and business acquisitions
Immigration Business Plans
This is a notable differentiator for Legacy Business Plans. They create business plans specifically for immigration visa applications, including:
- E-2 Visa Business Plans: For treaty investor visa applicants who need to demonstrate a viable business investment in the United States
- L-1 Visa Business Plans: For intracompany transferees establishing or expanding U.S. operations
- EB-5 Visa Business Plans: For immigrant investor visa applicants demonstrating job creation and capital investment requirements
- E-1 Visa Business Plans: For treaty trader visa applicants
- Plans formatted to meet USCIS requirements and support immigration attorney filings
Additional Services
- Financial projections as a standalone service
- Business strategy consulting
- Pitch deck creation for investor presentations
- Services through Legacy Funding Link to connect entrepreneurs with capital sources
The Legacy Business Plans Process
Legacy Business Plans follows a structured process for each engagement:
- Free Discovery Call: A 30-minute consultation to discuss your goals, business concept, and plan requirements
- Invoice and Payment: You receive an invoice via email; work begins after payment
- Intake Form: Once payment is received, you complete a detailed intake form providing information about your business
- Research and Writing: The Legacy team conducts market research, develops financial projections, and writes your plan
- Professional Design: Your plan is delivered with professional design elements that enhance your branding
Who Is Jenny Dieppa?
Jenny Dieppa is the founder of both Legacy Business Plans and Legacy Funding Link. Her dual role gives her insight into both the business planning side and the capital access side of entrepreneurship. This perspective theoretically allows her to create business plans that are not only well-written but strategically aligned with what lenders and investors actually want to see.
The connection to Legacy Funding Link also suggests an understanding of the broader funding landscape, including SBA loans, conventional financing, and alternative capital sources.
Pros and Cons of Legacy Business Plans
Pros
- Immigration Business Plan Expertise: A genuine differentiator — not many business plan firms specialize in E-2, L-1, and EB-5 visa business plans
- Dual SBA and Immigration Focus: Serves both domestic SBA borrowers and international entrepreneurs
- Professional Design: Plans include branded, professionally designed documents — not just plain Word files
- Miami-Based with National/International Reach: Convenient for the large international business community in South Florida
- Connected to Legacy Funding Link: Additional capital access resources through the sister company
- Free Discovery Call: No-commitment initial consultation to discuss your needs
Cons
- Cost: Like most professional business plan services, plans typically cost $2,500-$5,000 or more
- Payment Before Work Begins: Full payment is required before the intake form is sent — standard practice but a consideration for cash-strapped entrepreneurs
- Timeline Not Specified: Unlike some competitors that promise specific turnaround times, Legacy Business Plans doesn’t prominently advertise delivery timelines
- Limited Online Reviews: Fewer publicly available client reviews compared to larger competitors
The Cost of Professional Business Plans: A Reality Check
Whether you choose Legacy Business Plans or another provider, the reality is that professional SBA business plans typically cost between $2,500 and $5,000. For many entrepreneurs, this is a significant expense that comes at the worst possible time — when you’re already stretching your finances for a down payment, attorney fees, due diligence costs, and other acquisition expenses.
The question isn’t whether Legacy Business Plans delivers a quality product — it’s whether paying thousands for a business plan is the best use of your limited capital when free alternatives exist.
The Free Alternative: GoSBA Loans’ Business Plan Service
What if you could get a professional, lender-ready business plan with detailed financial projections — completely free?
GoSBA Loans provides FREE business plans and financial projections to borrowers working with our SBA lending network. This represents a savings of $2,500 to $5,000 compared to paid services like Legacy Business Plans.
What You Get With GoSBA Loans — For Free
- Professional Business Plan: A comprehensive, lender-ready business plan tailored to your specific deal and lender requirements
- Detailed Financial Projections: Revenue forecasts, cash flow statements, profit & loss projections, and break-even analyses
- Access to 50+ SBA Lenders: We match you with the right lender based on your deal type, industry, and location
- Full Loan Process Support: From initial application through closing, our team guides you every step of the way
- $320M+ in Funded Loans: Our track record proves we know what lenders want to see
GoSBA Loans vs. Legacy Business Plans: Key Differences
- SBA Business Plan Cost: GoSBA — FREE | Legacy — $2,500-$5,000+
- Financial Projections: GoSBA — Included FREE | Legacy — Included in paid package
- Lender Network: GoSBA — 50+ SBA lenders | Legacy — Referral through Legacy Funding Link
- Loan Process Support: GoSBA — Complete support, application to closing | Legacy — Business plan delivery
- Immigration Business Plans: GoSBA — Not offered | Legacy — Yes, E-2, L-1, EB-5 plans
- Total Cost to SBA Borrower: GoSBA — $0 | Legacy — Paid service
When Legacy Business Plans Might Be the Better Choice
To be fair, Legacy Business Plans serves a market segment that GoSBA Loans does not: immigration business plans. If you need an E-2, L-1, or EB-5 visa business plan formatted for USCIS requirements, Legacy Business Plans’ expertise in this area is a genuine value-add that GoSBA Loans does not directly replicate.
However, if your primary need is an SBA business plan for a loan application, the math is simple: why pay $2,500-$5,000 when you can get the same deliverable for free?
The Bottom Line
Legacy Business Plans is a legitimate business plan consulting firm with notable expertise in immigration business plans — a niche that many competitors don’t serve. Jenny Dieppa’s dual involvement with Legacy Funding Link adds a funding perspective to their business planning work.
However, for SBA borrowers, paying thousands for a business plan when GoSBA Loans offers professional business plans and financial projections completely free is a tough sell. With 50+ SBA lenders, over $320 million in funded loans, and zero cost to borrowers, GoSBA Loans provides everything Legacy Business Plans offers for SBA purposes — plus lender matching and full loan process support — at no charge.
Contact GoSBA Loans today to get your FREE business plan, connect with the right SBA lender, and save thousands in the process.
