| Contact us |
(800) 229-7526
Monday through Friday
8 a.m. to 5 p.m. Pacific Time
E-mail us
|
|
|
Produce a great-looking business plan that gets results
Preferred format of SBA, lenders, and investors
|
Business Plan Pro uses a format that meets the most stringent requirements of banks, the U.S. Small Business Administration (SBA), angel investors, and venture capitalists.
View a sample plan
|
Customize your plan
|
Business Plan Pro creates a plan that is unique for your business. Rearrange the outline and add as many additional text topics as you need. Delete sections that you don't need for your plan. Premier Edition users can also add financial spreadsheets. Don't be squeezed into an inflexible one-size-fits-all cookie-cutter planning product.
|
Custom reports and documents
|
We have compiled the most common reports into a single Report Writer tool so you can automatically print or export exactly the portions of your plan that you need. Reports include loan document, summary memo, product description, sales and marketing plan, and more. Printing is automatic, and export options include standard Office and Web-oriented formats.
|
Publish your plan securely online
Publish your business plan directly to a password-protected website provided by Palo Alto Software. Upload your plan, name your own website, and you are up and running.
You have complete control over who views your plan and you can revoke passwords at any time. Monitor who reads your plan, and when, with built-in usage logging. Use this feature to share your plan with potential investors or to get feedback from other plan contributors.
|
Export to Microsoft Word, Excel, PowerPoint, or Adobe PDF
|
Business Plan Pro is seamlessly integrated with your favorite Microsoft Office applications for easy data portability and content sharing. You can easily export plan content to Microsoft Word for text editing, to Excel for spreadsheet, to PowerPoint for pitching presentations, or to Adobe's PDF format for easy portability.
|
|
