Business Plan Review Services
Get expert advice on your business plan
- 4.9/5 on Capterra
- 1.6B+ raised in client funding
Trusted by
Why an Expert Business Plan Review Matters
Secure lender approvals w/ confidence
Strengthen your investor pitch
We refine growth narratives, scalability stories, and market data to ensure your plan speaks the language of VCs and angels.
Boost credibility with stakeholders
A professionally reviewed plan signals preparation and discipline, making you a stronger candidate for funding.
Avoid costly rejections & delays
When Do You Need a Business Plan Review
Different situations call for different kinds of validation. Here’s where our review service makes the biggest impact.
Preparing for an SBA Loan
Lenders demand precise repayment structures and realistic forecasts. A review ensures your plan aligns with their standards and avoids the common mistakes that often lead to loan rejections.
Anthony Ray, SBA Loan Officer
Pitching to Investors
Updating an Existing Plan
Pre-Launch Risk Check
Get Expert Feedback on Your Business Plan
Loved by forward-thinking entrepreneurs and business owners
The professionals at Upmetrics are incredible. We have already used them for three plans that were all top-notch, and we will be using them for our next one. Highly recommend!
Brian M.
Founder of HomePro
Loved working with the professionals at Upmetrics! It was the personal experience I was wanting. They kept me in the loop weekly and came up with ideas and solutions I hadn’t thought of. I plan on working with them as my business grows.
Kevin W.
Owner of OC3
First time using them, but it won’t be my last. I think I’m addicted to how simple they made this process for me. I have ZERO regrets and find myself finding other tasks I can use their services for. I’d recommend the Upmetrics team for all of your business plan wants and needs.
Amelia L.
Owner FastRap Trucking
I would give many more stars if allowed. The team at Upmetrics made my dreams come true. When I first met with them, they ran with my idea and created quite literally the most amazing business plan. My banker told me it was one of the best he had ever seen.
Kimberlee T.
Owner of Homeschool Hive
Our Business Plan Review Process
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Initiate your review
Simply submit your request for a plan review. Our team will then follow up with the next steps to move forward with the process.
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Submit your plan securely
Follow our provided instructions to securely share your completed business plan with us via email for comprehensive review.
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Line-by-line expert evaluation
One of our consultants carefully reviews your plan, assessing structure, financial assumptions, market analysis, and risk areas. Every section is checked against what lenders or investors expect.
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Detailed written report
You’ll receive a clear, actionable evaluation outlining strengths, weaknesses, and practical recommendations you can apply right away.
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One-on-one consultation
Sit down with your reviewer to walk through the findings, ask questions, and explore strategies to strengthen your plan further.
By the end, you won’t just have feedback — you’ll have actionable steps for a stronger, fund-ready business plan.
Upmetrics plan consultants helped Dr. Harper, a fertility specialist, turn his clinical vision into Aurevia Fertility Institute, a next-generation fertility clinic serving couples across Europe.
Upmetrics plan consultants helped a passionate thrift entrepreneur turn her vision into Unique Boutique Secondhand Store — a vibrant resale boutique just outside New York City
What We Look For in Every Plan Review
Structure
- Does your plan contain all essential sections?
- Are the sections organized logically?
Meets Criteria
- Who is your target audience for this plan?
- Does your plan meet specific audience requirements?
Readability
- Is the content clear and straightforward?
- Are the grammar, spelling, and punctuation correct?
Differentiation
- How do you stand out in the market?
- What is your unique selling proposition?
Viability
- Is your business model proven and sustainable?
- Are there unresolved questions about viability?
Financial Projections
- Have you considered all necessary financial factors?
- Are the projections realistic and justifiable?
Meet Kaylee, Our Lead Consultant
Over a decade of experience working with SBA lenders, investors, and startups across industries.
Specializes in spotting the hidden issues that often lead to plan rejections.
Has helped hundreds of entrepreneurs refine their plans, went on to secure SBA loans, grants, and VC investments.
Frequently Asked Questions
Other Services
Plan Writing & Consulting
We craft a detailed, investor-ready business plan for you to secure loans, grants & other funding.
Financial Forecasting
Develop robust financial projections with our experts to forecast growth and manage funds effectively.
SBA Lending Assistance
Navigate SBA loan processes with our expert assistance to secure the funding your business needs