Welcome to Triad Business Planning Inc.
Your Trusted Partner in Achieving Financial Success.

Introducing "SBA Loans A.I assistant" - the AI-driven chatbot designed to provide 24/7 support for SBA inquiries! Get instant, accurate responses and round-the-clock support without waiting for a human agent. Try it now and see for yourself how SBA AI assistant can help you!

AI-driven chatbot designed for SBA Loans inquiries

Call for Questions
512-636-0333

Services We Provide

Business Funding and Working Capital

If you are in need of capital to start a business, grow an existing business, purchase equipment, purchase land, or for real estate rehab investments, we have 45 years experience in helping businesses grow. We have a history of completing the impossible. Where others say no, we say heck yeah...we are up for the challenge to find you the funding that you need for your next project or business oriented goal.

Learn More

Asset Protection

You have worked hard all of your life to get where you are.

If you're concerned about safeguarding your assets, we understand. We know first hand how you may be laying awake at night worried about how you can better protect all that you have acquired in the event of a lawsuit. We can protect and safeguard your assets against lawsuits and judgements without ever filing bankruptcy.

Learn More

Accounting and Bookkeeping

Tax-Advantage Accounting and Bookkeeping services.

We are experts at accounting and book-keeping services. We have the knowledge to set up your books properly for optimum tax saving under current legal tax rules and regulations. Ultimately, we can set up your books for optimum tax saving under legal tax codes saving you thousands of dollars over the course of a year depending on your current liability.

Learn More

Ways To Grow Your Business With Us...

SBA Loans and More...

Need Working Capital?

SBA 7-A, 504 and express loans are available and they are the most affordable business loans on the market today. We also have many other types of loans available including equipment loans, USDA Rural Development Loans, Real Estate Rehab Loans and Factoring options as well. Reach out to our Loan Servicing Department to learn more about what we can do to help you grow and expand your business today.

Learn More

Business Consultation

Trust and estate planning are crucial components of a successful business strategy, and seeking expert advice from business consultants can help ensure that these areas are managed effectively.

We have 45 years experience helping business grow and protect their assets along the way. Be sure to give us a call to talk to one of our representatives today.

Learn More

Tax Mitigation

Looking for a Legal way to reduce

your income tax?

We can show you how to legally cut your income tax by up to 95%

We have 45 years experience in the field of tax mitigation.

If you are in the middle of a tax crisis or just want to find legal and sound ways to save on your current tax obligations, be sure to call us to discuss how we can help you.

Learn More