Independent Review
Why Get Your Business Plan Reviewed?
A business plan is often read by people who do not know you: bankers, investors, program officers, or immigration officers. Small gaps, unclear assumptions, or inconsistencies can lead to delays, extra questions, or refusals — even if the business itself is strong.
Our business plan review service provides an independent, professional assessment of your plan before you submit it. We focus on how your document will be perceived from the other side of the table: credit, risk, investment, or immigration decision-makers.
What We Review
We can review plans prepared for:
- Bank loans & financing (CSBFP, BDC, commercial banks, private lenders)
- Investor funding (angel, VC, strategic investors, partners)
- Immigration programs (C11, LMIA, PNP, Start-Up Visa, self-employed, etc.)
- Internal or strategic planning (board or partner presentations)
Key Review Dimensions
Our review typically covers the following areas:
- Clarity & structure – Is the plan easy to follow? Does it answer the “who, what, why, and how” quickly?
- Market logic – Is the target market clearly defined and supported by realistic assumptions?
- Business model – Are the revenue streams, pricing, and cost drivers consistent and logical?
- Financials – Do the projections tie together? Are margins, growth rates, and working capital assumptions reasonable?
- Risk & mitigation – Does the plan acknowledge realistic risks and explain how they will be managed?
- Audience fit – Does the plan actually speak to what your specific reader cares about (bank vs investor vs immigration)?
What You Receive
Depending on the level of review you select, you can receive:
- Annotated PDF – Comments inserted directly within your document (questions, suggestions, and flags).
- Summary memo – 1–3 pages summarizing key strengths, gaps, and recommended changes.
- Financial feedback – Notes on your financial model assumptions, structure, and alignment with the narrative.
- Priority fixes – A short list of “must fix before submission” items.
Typical Issues We Help Fix
- Executive summary that is too vague or too long
- Inconsistent numbers between the text and the financial tables
- Unclear owner investment or funding structure
- Overly optimistic revenue with no clear path to customers
- Missing operational details that decision-makers expect
- Plans written in a generic template style that do not match the actual business
How the Review Process Works
- Share your plan – Upload your business plan (Word, PDF, or PowerPoint) and any financial model (Excel) via the project brief form.
- Tell us your audience – Bank, investor, immigration, grant program, or internal board.
- We review & comment – We go through the plan from the reader’s perspective and prepare our feedback.
- Feedback call (optional) – For higher review tiers, we walk you through the comments and discuss options.
- You revise & finalize – You decide which changes to implement; we can also quote separately for full rewriting or financial model rebuilds.
Who This Service Is For
- Owners who wrote their own plan and want a professional sanity check
- Consultants or advisors who want a second set of eyes before submission
- Entrepreneurs re-using an old plan for a new lender or investor
- Immigration applicants who have a plan but are unsure if it meets program expectations
A business plan review is often the most cost-effective way to upgrade the quality of your submission. Instead of starting from scratch, we help you strengthen what you already have so you can approach banks, investors, or immigration officials with more confidence.