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Business Plan Review Services

Get expert advice on your business plan

Get your plan reviewed by expert consultants who know what lenders and investors expect. Receive a detailed evaluation and a consultation call to strengthen your plan.
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Trusted by

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Why an Expert Business Plan Review Matters

Secure lender approvals w/ confidence

Secure lender approvals w confidence
Our consultants catch repayment gaps, compliance misses, and weak financial assumptions that SBA lenders often flag.

Strengthen your investor pitch

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

Boost credibility with stakeholders

A professionally reviewed plan signals preparation and discipline, making you a stronger candidate for funding.

Avoid costly rejections & delays

Avoid costly rejections delays
By spotting unrealistic projections or overlooked details early, we help you fix them before they derail opportunities.

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

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.

“I’ve seen many plans reviewed by Kaylee and the team. When a plan comes from Upmetrics, I know it’s SBA-ready — they make my job easier.”
anthony ray

Anthony Ray, SBA Loan Officer

Pitching to Investors

Need funding through SBA or bank loans? Both require detailed business plans that demonstrate viability and repayment capability. We create SBA-compliant plans with precise financial projections that meet lender requirements and maximize approval chances.
Pitching to investors
Updating an existing plan

Updating an Existing Plan

Market conditions change, and so should your business plan. Whether your company has scaled, pivoted, or entered new markets, we help refresh your plan so it reflects current realities and future opportunities.

Pre-Launch Risk Check

If you’re about to launch or expand, a review can reveal blind spots. From overlooked costs to untested assumptions, we help you anticipate risks and enter the market on solid ground.
Pre launch risk check

Get Expert Feedback on Your Business Plan

Loved by forward-thinking entrepreneurs and business owners

Check out what our clients have to say about their experience with Upmetrics.
5 Star User Review

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!

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Brian M.

Founder of HomePro

5 Star User Review

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.

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Kevin W.

Owner of OC3

5 Star User Review

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.

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Amelia L.

Owner FastRap Trucking

5 Star User Review

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 tucker

Kimberlee T.

Owner of Homeschool Hive

Our Business Plan Review Process

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  • Initiate your review

    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.

  • Send us your document

    Submit your plan securely

    Follow our provided instructions to securely share your completed business plan with us via email for comprehensive review.

  • Authorize a Payment

    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.

  • Expert analysis

    Detailed written report

    You’ll receive a clear, actionable evaluation outlining strengths, weaknesses, and practical recommendations you can apply right away.

  • Feedback consultation

    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.

Aurevia fertility institute

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

Unique boutique secondhand store

What We Look For in Every Plan Review

Structure

structure

Meets Criteria

meets-criteria

Readability

readability

Differentiation

differentiation

Viability

viability

Financial Projections

kayleephilbrick theuerkauf

Meet Kaylee, Our Lead Consultant

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Over a decade of experience working with SBA lenders, investors, and startups across industries.

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Specializes in spotting the hidden issues that often lead to plan rejections.

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Has helped hundreds of entrepreneurs refine their plans, went on to secure SBA loans, grants, and VC investments.

Frequently Asked Questions

What Does Our Business Plan Review Service Include?
Our comprehensive review service includes two hours of detailed analysis, a written evaluation report, and a follow-up telephone consultation to discuss findings and provide further guidance.
How Long Will the Business Plan Review Take?
Once payment is made for the service, our experts will complete their review and follow up with you within 48 hours.
Will You Also Edit or Update My Business Plan During the Review?
No, our service focuses solely on reviewing and providing written feedback on your business plan. However, if you need additional assistance, we are happy to help. Please note that any requests for edits or updates will incur additional charges.
What Are Common Mistakes Found in Business Plans?
Typical mistakes include a lack of a clear unique selling proposition, vague processes for achieving targets, insufficient market research, and inadequate or missing financial models.