The right funding partner for your equipment, facility and fleet projects.
We structure each deal around how your business actually runs, then bring it to the partner that fits.
Talk to us
What we fund
Financing for the assets that run your business
We work with finance teams on four kinds of projects:
- Equipment financing and leasing
- Facility and production-floor expansions, including soft costs (design, permits, construction)
- Fleet refreshes, with lease terms matched to how revenue comes in
- Master leases structured for ASC 842 from the start, so lease classification is settled before the audit
Facilities
Expanding a facility or production floor
A building project costs more than the structure. Design, permits and construction add up before the first machine goes in. We structure financing that includes those soft costs, so they're part of the plan from the start.
Why Battle Plan
How we help
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Structured around your revenue
Payment terms built around how and when your revenue comes in.
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Equipment, facility and fleet
One place to bring the projects that keep operations moving.
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ASC 842-ready leases
Master leases set up so classification is clear before the audit.
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One point of contact
You work with the same person from the first conversation through close.
About
Our story
Brian and Danny grew up in Payson, Utah, wanting the same thing: to build something that matters and make a real difference doing it. They started in insurance, then moved into real estate. Along the way they found the part of the work they enjoyed most: putting deals together and helping business owners get what they need to grow.
That led them to equipment finance. They began working with a small group of referral and funding partners and set out to make equipment financing deals happen. Battle Plan is the result: a credit desk built to find the right funding partner for a company's equipment, facility or fleet project, and to structure the deal so it fits how the business actually runs.
- BrianCo-founder
- DannyCo-founder
Funding partners include VFI Corporate Finance.
Process
How it works
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Tell us about the project.
Share what you're buying or building, the rough cost and your timeline.
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We structure it and match it to the right funding partner.
We shape the terms around your business and bring the deal to the partner that fits it best.
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The partner funds it, and we stay with you through close.
You keep one point of contact from the first call to the final signature.
Who we work with
Built for asset-heavy companies
We work with asset-heavy, mid-market companies and the finance teams that run them: CFOs, VPs and directors of finance, owners and CEOs. Our focus is manufacturing, logistics, transportation and construction-heavy operations.
- Manufacturing
- Logistics
- Transportation
- Construction
Have a project in mind?
Tell us what you're planning, and we'll show you how we'd structure it.
1392 W Turf Farm Way #132, Payson, UT 84651 Email us