Business Plan Review

Before you take a plan to a lender, an investor, or the board — or commit capital to it — it pays to have it independently reviewed. A review tests whether the strategy is sound, the assumptions reasonable, and the financials internally consistent and defensible.

The firm reviews your existing plan and gives you a candid, constructive view of where it is strong and where it needs work.

A business plan review covers, including:

• The coherence and realism of the strategy
• The reasonableness of the key assumptions
• The internal consistency of the financial model
• The funding ask and the use of funds
• Readiness for a lender, investor, or board

1. 01

   Read & understand

   Work through the plan and its model.

2. 02

   Stress-test

   Challenge the assumptions and the numbers.

3. 03

   Report

   Set out strengths, weaknesses, and fixes.

4. 04

   Support

   Help strengthen the plan where needed.

PBT gives your plan an honest, independent read before it counts.

• A candid assessment of strategy and numbers
• Assumptions stress-tested
• A clear list of what to fix
• Support to strengthen the plan
• Scope, deliverables, and fees agreed in writing up front

• Why have my plan reviewed independently?

  An independent review catches weak assumptions and inconsistencies before a funder or board does, and strengthens your case.

• Will you fix the plan or just critique it?

  Both — we report the issues candidly and can help you strengthen the plan and the model.

• How long does it take?

  A review typically takes a few days to a week, depending on the plan's complexity.