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Business Plan Review
Send your draft. Get written markup and a 45-minute video review.
Price
$350
one-time
Duration
Within 5 business days
Best for
Founders who wrote their own plan and want it bank-ready.
What it is
You wrote the plan. Now you want to know if it will hold up in front of a loan officer or an investor. Send your draft and I return written markup on the document itself, a lender and investor readiness checklist, and a 45-minute video review where we walk through every note together.
What's included
- Line-by-line written markup of your draft plan
- 45-minute video review of the findings
- Lender and investor readiness checklist
- Delivered within 5 business days of receiving your draft
Who it is for
- You have a complete or nearly complete draft plan
- You are about to apply for an SBA or bank loan
- You are preparing to show the plan to an investor or partner
- You want an experienced second set of eyes before it goes out
Timeline
Written markup and the readiness checklist arrive within 5 business days of receiving your draft. The 45-minute video review is scheduled right after.
Price
$350 one-time.
Questions about Business Plan Review
- What format should my plan be in?
- Word, Google Docs, or PDF all work. If you have a separate financial spreadsheet, send that too so the review covers the numbers as well as the narrative.
- Do you rewrite the plan for me?
- No. The review marks up what is there and tells you plainly what to fix, cut, or add. If you would rather have the plan written for you, see Business Plan Writing.
- Will the review tell me if my loan will be approved?
- No one can promise a lending decision. The review checks your plan against what lenders typically look for, so you walk in with fewer gaps and clearer answers.
- Can I apply the review fee toward plan writing?
- Ask about it on the discovery call. If the review shows the plan needs a full rewrite, we can talk through the most sensible next step.
Get your plan reviewed
Start with a free 30-minute discovery call. We'll confirm the fit before booking.