BUSINESS PLAN & PROPOSAL REVIEW
Strengthen the document before it reaches the decision-maker.
WBI reviews existing business plans and proposals for clarity, internal consistency, decision usefulness, and avoidable gaps. You receive an annotated document, a prioritized assessment, and a focused review conversation—so you know what deserves attention before submission or presentation.
See What the Review Includes
For one existing draft of up to 20 pages or 8,000 words. Fit, scope, fee, and availability are confirmed before WBI requests your document or payment.
This review is designed for owners and leaders who need a disciplined second set of eyes—not another generic template.
The argument is difficult to follow
The document contains the right ideas, but the reader must work too hard to understand the business, request, or recommendation.
The sections do not fully agree
The narrative, operating assumptions, milestones, or financial logic may point in different directions.
The stakes are real
The draft is approaching a lender, investor, partner, grant reviewer, executive, or other decision-maker.
You need priorities, not vague feedback
You want to know what matters most, why it matters, and what to address next.
Accepted input: One existing business plan or proposal of up to 20 pages or 8,000 words.
Deliverable 1 — Annotated document
Comments identify points of confusion, inconsistency, missing support, structural friction, and areas that may weaken the reader’s confidence.
Deliverable 2 — Prioritized assessment
A concise findings summary separates the most consequential issues from lower-priority refinements and identifies practical next actions.
Deliverable 3 — Review conversation
A 45-minute conversation to walk through the findings, clarify priorities, and discuss the next decision.
Diagnose
Identify the document’s purpose, intended reader, decision request, and visible friction.
Analyze
Examine structure, logic, evidence, internal consistency, and the relationship between claims and supporting information.
Strategize
Separate material weaknesses from optional refinements and establish a correction order.
Execute
Return clear annotations and a prioritized assessment that the owner can act upon.
Optimize
Use the review conversation to clarify the next revision cycle and reduce avoidable rework.
The example below is fictional and created solely to demonstrate WBI’s review format. It is not client work, a customer result, or evidence of financing approval.
PURPOSE
EVIDENCE
DECISION
Sample draft excerpt
“Northline Field Services expects rapid expansion during its first year. The company will add technicians as demand increases and anticipates that revenue will support the required vehicles, tools, and administrative capacity.”
Illustrative WBI annotation
“The expansion claim is not yet decision-ready. Identify the demand evidence, hiring trigger, technician capacity, vehicle timing, cash requirement, and collection delay. The current wording assumes that revenue growth and available cash occur at the same time.”
1 — Growth timing is disconnected from cash timing
The business may need resources before customer receipts arrive
Add a month-by-month capacity and cash sequence.
2 — Hiring triggers are undefined
Staffing may occur too early or too late
Define the workload or backlog threshold that activates hiring.
3 — Vehicle and tool requirements are unquantified
Startup and expansion costs may be understated
List required assets, timing, acquisition method, and evidence source.
The objective is not to make the document sound impressive. It is to make the reasoning easier to inspect, revise, and defend.
Included
Review of one existing draft within stated limit; written annotations; prioritized assessment; one 45-minute review conversation.
Separate scope
Rewriting or producing a complete document; new market, industry, legal, or technical research; financial-model construction or verification; lender, grant, investor, or regulatory representation; legal, tax, accounting, or investment advice; additional documents, revision cycles, or meetings.
WBI reviews the document and its reasoning. Final decisions remain with the client and the relevant decision-maker. A review does not guarantee funding, approval, acceptance, or any particular business result.
Step 1 — Send the inquiry brief
Tell WBI your business type, document type, intended reader, deadline, and approximate page or word count. Do not attach confidential or sensitive material at this stage.
Step 2 — Confirm fit and scope
WBI will assess the request and reply with a fit decision, proposed scope, fee, availability, and next steps for document transfer, scheduling, and payment.
Step 3 — Begin after agreement
The review begins only after both parties confirm scope and WBI provides the approved method for sending the document.
WBI approaches business documents as working systems. The review looks beyond grammar to examine how purpose, evidence, operations, assumptions, and decisions connect. The work is led by Michael White, MBA, a U.S. Navy veteran whose background spans business ownership, technical operations, field diagnostics, and professional communication.
What documents can WBI review?
The standard review is designed for one existing business plan or proposal. WBI confirms fit before requesting the document.
How long can the document be?
Up to 20 pages or 8,000 words. Longer or multiple documents require separate scoping.
Will WBI rewrite the document?
Not within the standard review. Rewriting or document production may be considered under a separate scope and agreement.
Does the review include new research or financial modeling?
No. New research, financial-model construction, and verification require separate scoping and appropriate source evidence.
Should I attach my document to the first email?
No. Begin with the inquiry brief. WBI will confirm fit, scope, fee, availability, and transfer process first.
Does a WBI review guarantee approval or funding?
No. WBI provides an independent assessment. Approval and funding decisions remain with the receiving organization.
Begin with five facts: your business type, document type, intended reader, deadline, and approximate length. Do not send the document yet.
Your email will open with a structured inquiry prompt. WBI will use that information to assess fit and propose the next step.