Overview

It’s always a good idea to have a professional review your plan. They can make recommendations on areas that need to be clarified or added from the standpoint of a potential investor or a lender.

It can sometimes be difficult to look at your own business plan objectively and gauge if it’s sound. Enlist our trusted services today and obtain constructive feedback from one of our experienced Business Advisors.

WeBC is an approved third-party business plan reviewer for those entrepreneurs applying for a loan with other financial institutions. We recommend that you verify if your financial institution requires a third-party Business Plan Review as part of your application.

This service is intended to help you prepare a comprehensive and thorough business plan for your own use or if you plan to apply for funding with a lender other than WeBC or WEOC. If you are planning to apply for a WeBC loan, feedback on your business plan is provided as part of the loan assessment process. You do not need to pay for this service prior to applying for a business loan with WeBC or WEOC.

Included in your business plan review

Your personal Business Advisor will:

• Perform a detailed analysis of your business plan
• Schedule up to 3, one-hour meetings to deliver personal feedback including suggestions for improvement and explanations (by phone or in-person)
• Provide a final summary feedback document so you know your next step

* Please note: The business plan review does not guarantee a successful loan application to the WeBC lending program or other lending programs. This review is intended only for a general review of the thoroughness and comprehensiveness of your business plan, and to provide objective feedback for planning and projection purposes only. Positive feedback on the overall quality of a business plan does not necessarily correlate to business feasibility or meeting lending criteria.