client success story

Helping a Counseling Practice Secure Financing to Purchase its First Facility

How AMA Consulting Group helped Aspiring Mindz LLC acquire a commercial condominium through an expedited business plan, financial projections, and lender-ready documentation.

PROJECT SNAPSHOT

INDUSTRY:

Mental Health Services

LOCATION:

Georgia

SERVICES PROVIDED:

Business Plan Development

FUNDING SECURED:

$300,000+

PROPERTY TYPE:

Commercial Condominium

DELIVERY TIME:

Less than one week

THE CLIENT’S OPPORTUNITY

Jenise Greene is the Founder and CEO of Aspiring Mindz LLC, a private counseling practice serving individuals, children, and families. With more than 23 years of experience in education and counseling, Jenise brings deep expertise and compassion to her work as a Licensed Professional Counselor, National Certified Counselor, Certified Anger Management Specialist, and Registered Play Therapist.

As her practice continued to grow, Jenise identified an opportunity to purchase a commercial condominium that would provide a permanent location for her counseling practice. The property was ideal for her work, but financing approval was required before she could move forward. With the seller awaiting her approval, timing was critical.

THE CHALLENGE:

The lender required a comprehensive business plan and detailed financial projections as part of the underwriting process. Jenise needed a trusted partner who could quickly develop a professional plan, organize the financials, and help her move forward without losing the opportunity.

OUR SOLUTION:

Strategic Business Plan

Developed a lender ready business plan that outlined the practice’s growth strategy, services, operations, and funding needs.

Financial Modeling

Utilized the AMACG Small Business Financial Workbook to create revenue forecasts, expense projections, and
financial statements.

Expedited Delivery

Completed and delivered the initial business plan package in less than one week to meet the urgent deadline.

Ongoing Support

Provided responsive support and clarification throughout the underwriting process.

THE RESULTS:

$300,000+

SECURED –

Working with Lanetta at AMA Consulting Group was an excellent experience. She was responsive, patient, and took the time to clearly explain my options. The detailed business plan she created for me has been invaluable for both internal and external use and ultimately helped me close on a building for my practice. Her professionalism and dedication truly set AMA Consulting Group apart.

BEYOND THE BUSINESS MILESTONE:

In addition to growing her counseling practice, Jenise Greene is also the author of A Magical Day with Gracie, a children’s book designed to help young readers understand and navigate big emotions.

Learn More →

THE HEART BEHIND THE WORK

This project reflects the heart of AMA Consulting Group’s work: helping business owners move from vision to strategy, structure, and sustainable action. For Aspiring Mindz LLC, the business plan was not just a document. It became a funding-readiness tool that supported a major growth milestone.

Whether you are preparing for a loan, pursuing expansion, or organizing your next stage of growth, AMA Consulting Group can help you develop the strategy, projections, and documentation needed to move forward with confidence.