Private Preview — Around Wheelchair Transportation
Business Documents
This page is a private document preview for Around Wheelchair Transportation owners and clients. The materials below are shared for internal review and are not intended for general distribution.
Lender / Investor / Partner Review
Executive Summary Draft
Overview of Around Wheelchair Transportation's business model, current operations (approximately $247,250 annual revenue, 2 vehicles, 4 staff), expansion strategy, and SBA loan request of approximately $550,000.
Available upon requestCompany Description Draft
Legal structure, ownership history, and operational footprint. Covers entity type, second-generation management, municipal and facility relationships, and competitive position in the Raleigh NEMT market.
Available upon requestServices Overview Draft
Detailed description of wheelchair-accessible transport, ambulatory service, healthcare facility contracts, and municipal program participation. Includes billing model and typical trip types.
Available upon requestBusiness Plan
Comprehensive plan covering company background, services, market analysis, expansion from 2 to 10 vehicles, staffing and operational infrastructure, and financial projections supporting the SBA loan request.
Open documentMarket Analysis Draft
Wake County NEMT market context, demographic demand drivers, and competitive landscape. Supports revenue projections and documents unmet capacity in the Raleigh service area.
Available upon requestOperations Plan Draft
Fleet management, driver protocols, dispatch and scheduling, insurance requirements, and phased expansion timeline from 2 to 10 vehicles.
Available upon requestMarketing & Business Development Draft
Facility contract pipeline, Medicaid broker enrollment strategy, and referral network development plan for filling expanded fleet capacity.
Available upon requestManagement & Staffing Plan Draft
Ownership and management team overview, current 4-person staff profile, and phased hiring plan to support 10-vehicle operations.
Available upon requestFinancial Plan & Loan Request Draft
Current financials (~$247,250 revenue), use-of-funds breakdown for the ~$550,000 SBA request, and 3-year revenue projections with repayment analysis.
Available upon requestLender Overview
Concise lender packet summarizing current revenue (~$247,250), fleet and staffing profile, use of loan funds, projected debt service coverage, and key business strengths for underwriting review.
Open documentDSCR Support Worksheet
Three-year debt service coverage projections built on conservative utilization assumptions for a 10-vehicle fleet, supported by current revenue data and tied to the financial tables in the business plan.
Open documentSupporting Documents In Preparation
Fleet maintenance and inspection records, insurance documentation, driver certifications, facility references, and additional materials comprising the complete SBA loan package appendix.
Available upon requestAppendix & Exhibits Draft
Owner bio, vehicle quotes, tax returns, CPA-prepared financials, insurance certificates, facility reference letters, and SBA forms (413, 1919) required for loan submission.
Available upon requestThese materials are shared privately with lenders and authorized partners. For additional information or to request the full loan package, contact Eric Montague at (919) 961-3554 or contact@aroundwheelchairtransportation.com.
Around Wheelchair Transportation
4909 Waters Edge Dr, Raleigh, NC 27606