- Webinar
Business plans that actually work
How to build a lender-ready, grant-qualified plan before summer
- April 30th, 2025
- 11:00 Am EST (60 Min)

Host
Vinay Kevadiya
CEO & Founder, Upmetrics

Business Plan Expert
Kaylee Philbrick

SBA Lender
Anthony Ray
SBA Commercial Loan Officer, Midwest Regional Bank

Host
Vinay Kevadiya
CEO & Founder, Upmetrics

Business Plan Expert
Kaylee Philbrick
Lead Business Plan Consultant, Upmetrics

SBA Lender
Anthony Ray
SBA Commercial Loan Officer, Midwest Regional Bank
Join our CEO Vinay Kevadiya, SBA loan expert Anthony Ray, and lead consultant Kaylee Philbrick in this LIVE, one-hour webinar. Create lender-ready, grant-qualified plans to secure funding and grow your business before summer.
Date
April 30th, 2025
Time
11:00 AM EST (60 min)
What You'll Learn
Secrets from an SBA Lender
Understand exactly what banks and SBA lenders look for to say “yes” to your plan.
Top 5 Reasons Business Plans Fail
Discover common pitfalls and learn actionable strategies to avoid rejection.Guide to Creating a Fundable Plan
Gain practical insights on structuring each section of your business plan
Live Sample Plan Review
Watch our experts pinpoint typical errors in business plans—and how to correct them.DIY vs. Professional Plans
Learn what sets a professionally crafted plan apart from a generic template-based document.Upmetrics Solutions
Find out how Upmetrics software and consulting services can speed up the process and boost your chances of funding.
Who Should Attend:
- Startup founders and small business owners seeking funding through loans or grants.
- Entrepreneurs updating their business plans.
- Business advisors and consultants assisting clients with funding preparations.
Bonus Material 🌟
Attendees receive our exclusive Fundable Business Plan Checklist Template post-webinar, giving you a practical guide to ensure your plan checks all the right boxes.