Last reviewed: 2026-11-09 (program references only).
A business plan can look finished and still fail its reader. The market numbers do not match the revenue forecast. The hiring plan does not fit the cost model. The owner’s role is vague. An outside review finds these things before an officer, a banker or an investor does.
Our evaluation is an independent assessment of your plan with written feedback on what to fix.
What we examine
- Market analysis. Is the market defined, sized and sourced? Are the competitors real and compared fairly?
- Product or service. Is it clearly described, and does the business model make sense?
- Financials. Are the assumptions stated and realistic? Do revenue, costs, staffing and investment agree with each other?
- Operations. Are the location, suppliers, staffing and timeline credible?
- Risk. Are the main risks named, with a sensible plan for each?
- Legal and regulatory. Are the licences and rules that apply to this business identified?
For an immigration plan, we also read it as the program’s reader would. We look for consistency with the business concept, a clear owner-manager role, jobs for Canadians and permanent residents, and an eligible investment. We read it against the program’s published requirements. We do not assess your eligibility; that is for your immigration consultant or lawyer.
What you receive
You receive a written report that tells you what is strong, what is weak and what to change, in order of importance. We then go over the most important points with you in a call or video session. If you need more, such as improving the plan directly or producing a finalised plan, we can arrange that separately.
When it helps
- You wrote the plan yourself and want a second opinion before filing.
- A previous writer produced it and you are not sure it holds up.
- A lender or investor has asked for changes.
- You are an immigration firm and want a second look at a client’s plan. See our page for immigration professionals.
Sectors we review
Technology and software, agriculture and food, healthcare and life sciences, retail and e-commerce, manufacturing, finance and fintech, and professional and personal services. If your sector is not on the list, ask.
What it is not
It is not an official government evaluation, a legal opinion or a prediction of approval. Some programs ask for an evaluation report from a provider the province approves. Check what your program requires.
Price
The starting price is shown on this page and on the pricing page. It depends on the plan’s length and complexity.
Next step
Book a free consultation or contact us and tell us the plan’s purpose. If you would rather have a plan written from scratch, see immigration business plans.
Frequently asked questions
Who should use a business plan evaluation?
Anyone with a draft plan, written by themselves or someone else, who wants an independent view before it goes to an immigration program, a bank or an investor.
Is this the official evaluation report some programs require?
No. Alberta's Rural, Graduate and Foreign Graduate Entrepreneur streams require a Business Plan Evaluation Report from a provider the province has approved and lists on its website. Wealth Theory is not on those lists. Our evaluation is an independent review, not that report.
Will you rewrite the plan?
The evaluation tells you what to fix and why. If you want us to do the rewrite, we can quote that separately.
Will the evaluation tell me whether I will be approved?
No. We assess the plan's quality, consistency and evidence. Decisions about applications are made by the program or the lender.
What do I need to send?
The plan and any related documents, such as the financial projections and, for immigration, the business concept. Tell us the program or purpose so we judge it against the right reader.
Official sources
Last reviewed
- Alberta: Rural Entrepreneur Stream, how to apply
- Alberta: Graduate Entrepreneur Stream, how to apply
- Alberta: Foreign Graduate Entrepreneur Stream, how to apply
Program details are informational and are not immigration advice. Check the official sources above before relying on them.