SOCIAL SECURITY DISABILITY ADVOCACY BUSINESS PLAN

I. Executive Summary

Company Description

Summit Disability Advocates launches in the U.S. in 2026 to provide expert advocacy for Social Security disability claimants. We operate in the legal-services and benefits-advisory sector and bill on a professional hourly basis as a transparent alternative to contingency-based firms. Our core services include case evaluation, benefits application preparation, appeals representation, and client case management. The team consists of highly trained advocates, paralegals, and case managers who use advanced case management technology to speed filings, track deadlines, and standardize high-quality legal support. One-line: We deliver transparent, tech-enabled Social Security disability representation starting 2026.

Day-to-day we intake clients, assemble medical evidence, prepare submissions to the Social Security Administration, manage appeals, and provide ongoing client communication. What sets us apart is the hourly billing model combined with workflow automation and specialized staff, which lowers client risk while preserving revenue predictability for the firm. We target adult Social Security disability claimants who need hands-on record building and appeals support. Short-term goals: launch operations, sign first 300 billable hours in Year 1, and refine intake-to-file workflows. Long-term goal: scale to USD 3.38 million in revenue by Year 5 while maintaining quality and case turnaround standards. One-line: Our five-year objective is rapid, measurable growth to USD 3.38M while keeping service transparent and efficient.

Problem

The Social Security disability application system creates a bottleneck between severe medical need and access to steady benefits: complex evidence rules, long delays, and frequent initial denials leave applicants without income for months or years, and procedural mistakes and missed deadlines compound the risk.

Existing services leave a gap for transparent, high-quality representation; launching in the U.S. in 2026, our firm provides expert advocates, paralegals, and case managers using advanced case‑management technology and a professional hourly billing model to address this gap and secure Year 1 revenue of $488,000 while targeting $3.38 million by Year 5.

Solution

We provide end-to-end representation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) claims, covering comprehensive evidence gathering, meticulous application filing, and expert representation at Administrative Law Judge hearings. Clients focus on their health while we manage all SSA communication.

By building claims on strong medical and vocational evidence and using specialist claim teams, structured evidence templates, and hearing-focused advocacy, we reduce preventable errors, shorten delays, and improve approval prospects; the service supports a Year 5 revenue goal of $3,382,000.

Mission Statement

Our mission is to empower individuals with disabilities by providing expert, compassionate, and transparent advocacy that helps them navigate the federal benefits system. We reduce the stress of the application process and build the strongest possible cases to secure the financial support clients deserve. Through professional excellence and procedural expertise, we aim to be the premier U.S. advocacy firm and deliver a 7.01% IRR for our stakeholders.

Key Success Factors

Success hinges on operational rigor, disciplined customer economics, and scalable delivery.

• Maintain high claim approval rate via meticulous evidence management.
• Leverage referral network to hit Year 2 revenue $1,034,000.
• Control CAC to $360 by 2030 for profitability.
• Achieve breakeven on schedule: September 2026.
• Scale structure to reach $1,651,000 EBITDA Year 5.

Financial Summary

The five-year financial plan shows steady scale: revenue grows from $488,000 in 2026 to $3,382,000 in 2030, with profitability reached in Year 2.

Financial requirements: minimum cash position of $802,000 (minimum month Aug-26); breakeven in 9 months (Sep-26); full payback of initial capital in 26 months; expected project IRR 7.01% and ROE 3.35%.

Overall outlook: positive scale with profitability after Year 1 and cumulative five-year EBITDA growth to $1,651,000 annually by Year 5.

Funding Requirements

The business requires a single capital raise to cover start-up capex, a 9-month operating bridge, Year 1 go-to-market spend, and a minimum cash reserve to reach breakeven.

One-liner: the raise of $1,265,700 supports a $488,000 Year 1 revenue target, reaches breakeven in 9 months, returns full payback in 26 months, with Year 1 EBITDA loss of $89,000, Year 2 EBITDA of $198,000, Year 5 revenue of $3,382,000, a 7.01% IRR, and a 3.35% ROE, and five-year EBITDA growing to $1,651,000 annually.