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Is your Business Plan properly scrutinized for investors and bank loans? If you are unsure, we have the perfect service for you. Yes, we are providing a professional business plan review service – where you can be the one who has it all sorted out in your business plan. We know there are a lot of technical aspects that make a business plan complicated. We also understand that not all business owners have what it takes to be the best planner. It’s alright! You don’t need to stress out over your plan now. We are here to make the job easier and simpler for you.

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investor ready business plan

You Have A Business Plan, But You Are Not Sure If It's "Investor Ready"?

If you have a business plan ready in your hands, but you still think there might be something missing there, it’s better to get it checked by professionals. Usually, business owners try to create their business plans on their own. There is no harm in doing that, but the problem arises when you want to win investors with that business plan. Sometimes, a plan may seem perfect from every aspect but it may not yet be an “investor ready” business plan. This is where Oak Business Consultant comes in and provides a high-quality business plan which is guaranteed to win you the investment opportunities you are looking for.

Do You Need Professional Assistance, Guidance, Plan Check, Or Due Diligence At A Comparatively Low Price?

If you nodded affirmatively, you need our professional business plan review service. This is a service that offers all in one – professional assistance, guidance, plan check or review, and due diligence. And the best part is you get all of this at a very reasonable price. The business plan that can actually make things work for you is just a click away. So, what are you waiting for? Go ahead and make the right choice now.

Professional Business Plan Review


We offer a full 360-degree review for your Business Plan. Where one professional will be assigned who will study, examine, review, re-write and provide a comprehensive report on the strengths and weaknesses of your business plan. And to make the entire process easier, we give you access to contact our analyst at any time. We assure you that your queries will be answered within an hour, if not in a few minutes.

Market Trend

To understand and analyze the market trends in a business plan, is as essential as determining the business scope

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Executive Summary

No business plan is complete without a professionally written and reviewed executive summary.

Scope Of Business

The scope of your business depends on various factors ranging from your personal vision to the market competition of your selected business.

Conflict Of Interest

A business plan free from any type of conflict of interest is the one that can take your business to the heights you have always imagined.

Management Team

Sorting out the roles for higher management right in the beginning is very effective in the longer run.

HR Policy

A business plan must also include the policies for Human Resource management.

SWOT Analysis

SWOT analysis is another very useful tool in a business plan. You can be aware of your Strengths, Weaknesses, Opportunities, and Threats through this analysis.

Company Milestones

Similar to a business scope, this part is also focused on your business goals. The difference is in the overall approach towards the milestones of the company.

Company Historical Background

This part is not included in the business plans of start-ups. But for a business plan review of a running business, it must be included.


If you, as a business owner, plan to exit the business once it is successful, we cater to that as well. Our experts design the perfect business exit strategy for those who are looking to make profits from their business.

1  Future Predictions

2  Feasibility Of Project

3  Investor Opportunities

4  Start-Up Costs

5  Utilization Of Funds

6  Fixed Asset Purchase

7  Bank Loan

8  Operational Plan

9  Financial Ratios

10  Keys To Success

11  Sales Plan And Strategy

12  Business Model Canvas

13  Financial Inputs And Assumptions

These services include 4 hours of free Business Plan Consultancy with Oak Business Consultant (a $400.00 value), who will assist with the business model, market validation, conceptualizations, and modeling as well as assisting in building projections, exit strategy plan, and product milestones.

business plan review

When Do You Need A Business Plan Review?

The first instance of this requirement is usually right after the completion of your initial business plan. Other than that, there are some more instances where you might need to get it reviewed by professionals. These are the times when revenue streams change, the objective of the company is updated, entering a new market, want to acquire investors, etc.


We have a simple and straightforward 3 step process for a business plan review.

1  Assignment of an expert

Once we collect all the data and we are certain about everything you need, we then proceed to assign an expert for your case. This expert may be a business analyst or a CFO, depending upon the unique requirements and conditions of your particular business. Once we assign the expert, we proceed with the business plan review. During the review, we may ask some more questions regarding your investors and stakeholders and how you want to persuade them with the plan.

2  Questions And Answers

We ask all the questions in this phase. These questions are about the type of business, short-term and long-term goals of the business, financial goals, etc. While we inquire all these necessary details, we make sure not to miss out on anything that can be useful for your business plan.

3  Review of the Plan

Once the business plan is ready and one of our experts has reviewed it, we forward it to another expert in the same field. During this phase, we make sure that the plan is investor-ready and does not lack anything of value. By doing so, we not only double check your plan, but it is also final from every perspective.


You can find a lot of business solutions and services providers on the internet easily. But if you are looking for a service that stands out from the rest, Oak Business Consultant is the one for you. Our business solutions come with a decade-long experience and hard-earned skills. We have financial experts that also have specific expertise suitable for many small businesses. And all of this comes at a very reasonable price. The best part about our business solutions is that we can customize them as per your requirements while also being easily affordable for you. Here are a few things that really draw a line between our competitors and us.

Value For Money

The real value for money comes when the service you utilized can actually benefit you. We make sure that the service that you choose from our website, aligns with your needs perfectly. Only then we proceed with it so that you can save some extra costs and enjoy the value for money.

Result-Oriented Approach

A professional service is one that can actually produce some results. We don’t consider a project successful until we see the results ourselves. We follow a result-oriented approach and that is what sets us apart from others.

Extended Customer Support

Not every business solutions provider gives you extended customer support. What we do with our customers is we provide the complete guide and support even after we finish their project. We can also assign a trainer or a financial expert that can take care of your future queries as well.

Dedicated Teams

Although we have people in our team that can do multiple jobs and still do great, we still prefer them to be focused on one specific area. All our experts are bound to be performing the tasks that they are really experts at. This is what makes our teams dedicated and our customers get to enjoy the benefits from their expertise.

Experienced Business And Financial Consultants

Business consultancy and financial consultancy are the two things that cannot be handed over to non-experienced people. You always need someone who knows the financial industry inside out. Luckily, we have these experts ready for you. We have a proven track record in financial consultancy. Our biggest success lies in retention. We have retained not only the customers for a long time but also our employees. We believe in the value that people bring forward to work.

Incredible Work Ethic

To do the job as instructed by the client is a simple task. But to excel at your service is not always that easy. We are at that position in the Finance industry that business owners and entrepreneurs recognize us by our work ethic. We deliver not only the best consulting and business services but also the way we deliver them is worth your time and money.

Voices of Victory: Client Testimonials of Triumph

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