MOBILE NOTARY BUSINESS PLAN

I. Executive Summary

Company Description

The company name is not provided. We are a premier mobile notary public service based in the Dallas–Fort Worth area, launching in 2026. We operate in the legal services and real estate support sector, delivering on-site notarizations at homes, offices, and healthcare facilities. Our core offerings combine a professional fleet with a sophisticated digital booking system to provide fast, accurate, and confidential notary services performed by state-commissioned, bonded, and insured professionals. One clear statement: we bring certified notarizations to the client, wherever they are.

We focus on convenience and flexibility to serve legal, real estate, and healthcare users across the DFW metroplex. Main activities include appointment scheduling through a digital platform, on-site notarial execution, secure document handling, and recordkeeping. What sets us apart is the integrated fleet-plus-platform model and licensed, bonded staff that emphasize accuracy and confidentiality. Short-term goals include launching operations and signing up key local referral partners in 2026; long-term goals include becoming a trusted, vital link in local legal and real estate infrastructure. One clear statement: we aim to be the go-to mobile notary service for DFW professionals and consumers.

Problem

Many individuals and businesses in the Dallas–Fort Worth metroplex cannot access notary services during standard 9-to-5 hours, creating delays in time-sensitive legal, financial, and healthcare transactions that require immediate document certification. Professionals who cannot leave their desks and people with mobility issues face a logistical barrier: traveling to a notary during business hours causes lost billable time, postponed closings and filings, and hurdles to executing healthcare directives.

Existing brick-and-mortar providers operate on rigid schedules and do not offer on-demand, location-flexible service, leaving a clear gap in the market for a mobile, after-hours, and accessibility-focused notary solution. Rigid notary hours in DFW block timely, accessible document certification for busy professionals and immobile clients.

Solution

Traditional notarization forces clients to travel to fixed locations during restrictive hours, causing delays for time-sensitive documents and creating barriers for busy professionals, the elderly, and those with mobility issues. Our mobile notary service brings state-compliant notarization to homes, offices, and healthcare facilities with on-demand and scheduled options, eliminating travel, reducing delays in real-establishing closings and legal filings, and serving hard-to-reach clients.

We meet clients where they are, so documents get notarized on time and without added logistics.

Mission Statement

Our mission is to provide the most convenient, professional, and reliable mobile notary services in the region, ensuring every client’s important documents are certified with the highest integrity and efficiency. We eliminate logistical barriers to notarization through practical innovation, flexible service models, and a sustained commitment to exceptional customer care. We serve individuals and businesses with timely, secure, and transparent notary solutions that respect time and legal standards.

Key Success Factors

Success depends on unmatched convenience, professional service, and disciplined execution across operations, marketing, and finance.

• High-touch client experience that delivers convenience and reliability for B2B partners.
• Strategic shift to high-margin loan signing services to raise average transaction value and margins.
• Customer Acquisition Cost reduction from $45 to $32 over five years to improve unit economics.
• Highly trained, bonded, and insured notaries to ensure trust, compliance, and long-term contracts.
• Robust digital presence, efficient scheduling software, and disciplined financial management to hit breakeven by October 2028 and reach $184,000 EBITDA by 2030.

Financial Summary

Brief financial snapshot for the Executive Summary: launch in 2026, initial negative EBITDA, breakeven at month 34, and a target ROE of 4%.

Financial requirements: initial capital expenditures of $46,800 (includes $25,000 vehicle and $4,500 website). Marketing budgets: $8,000 (2026), $12,000 (2027), $18,000 (2028), scaling to $32,000 by 2030. Breakeven and payback occur at 34 months; minimum cash requirement $696,000 (Aug-29); IRR reported as 0% and target ROE 4.0%.

Financial outlook: the business reaches positive EBITDA in Year 4 and projects EBITDA of $184,000 by 2030.

Funding Requirements

We will launch in 2026 with an initial EBITDA of -$34,000, hit breakeven in Oct-2028, and target $184,000 EBITDA by 2030.