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Business Plan Pro Software: What You Need to Know Before You Buy



Many business owners recognize the need for a comprehensive plan that outlines the goals of their company. Business Plan Pro is software designed to help entrepreneurs create their own business and marketing plans. The software contains elements that help business owners conduct industry research, review market trends and develop strategies to meet company objectives. Business Plan Pro is ideal for new businesses that need a guide to help operate their business successfully, or established business that would like to formulate a plan that will take their company to the next level.




Business Plan Pro Software



The primary purpose of Business Plan Pro is guidance. The software provides step-by-step instructions on how to produce a complete business plan. Business owners follow templates and answers questions according to the section of the plan they are completing. Support is available either online or over the telephone to assist entrepreneurs with the contents of their plan.


One of the advantages of the Business Plan Pro is that it provides all the necessary elements of a professional business plan without the associated costs. Business owners only need to invest in the cost of the software and the time it takes to complete the plan. In addition, the software offers users flexibility. Business plans can be updated and changed over time to keep up with the growing needs of the business.


Although Business Plan Pro provides users with templates and technical support, many business owners are unable to answer the questions the software proposes, resulting in an incomplete plan. Further, the software contains technical jargon that may be confusing to some users. For example, the financial section provides tools that create projections for future sales growth and expenses. Unfortunately, many of the terms used in the tool, such as break-even analysis, investment offering and payment detail, are phrases used by accounting and financial experts. These phrases can confuse and frustrate users not familiar with their meaning.


Looking first at the Standard Package, Business Plan Pro offers customizable business plans along with useful tools like financial forecasting, industry profiling, 500+ sample plans, lender-approved formatting, currency support, and support resources.


Business Plan Pro is designed to take the guesswork out of business planning. It allows the entrepreneur or business owner to focus on their area of expertise without requiring them to learn a complicated software tool or to become an authority on business planning. Best of all, the end result is a completed, executable business plan that will include the content and design that will earn respect from lenders and other audiences. The Premier Edition includes valuable features such as expanded financials and funding tools designed to provide the information venture capitalists and angel investors appreciate.


"This agreement with Palo Alto Software will help bring Scribendi.com's services to hundreds of thousands of business owners and entrepreneurs, which is fantastic," said Vice-president Terence Johnson. "Essentially, our editors will have the opportunity to help assist some of the world's brightest minds as they begin planning their next big venture, and that is a responsibility we plan to take very seriously."


The Business Plan Pro software package provides business owners and entrepreneurs with dozens of expert features including prebuilt spreadsheets and templates, and more than 500 sample business plans. The software is recommended by The Wall Street Journal, Entrepreneur Magazine, and Inc.com. Business Plan Pro has also helped more than one million businesses plan for success since 1994, including more than half of the existing Fortune 500 companies.


Palo Alto Software, Inc. develops, publishes, and markets software for use with personal computers. Palo Alto Software was founded in 1988 and is a privately owned corporation based in Eugene, Oregon. For more information about Palo Alto Software products, visit,


The SBA provides a wealth of how-to information on its site, from establishing a business to exploring grants to understanding business law. The agency's business plan section contains several online guides as well as podcasts.


This nonprofit group has been around since 1964 and has 364 chapters. With online workshops, mentors, templates and tools, the organization is a boon to small businesses. Find out if there's a chapter locally and tap into SCORE's distinctive expertise.


Provided by venture capital firm Sequoia Capital, this barebones guide to business plan elements makes an ideal checklist when writing a plan. Also, the firm offers thoughts on the characteristics of sustainable companies and what types of startups the firm funds.


This collection of tools and resources from Palo Alto Software includes sample business plans along with many other necessities for getting your business organized, such as legal forms, incorporation documents and project management software.


This easy-to-use software includes several sample business plans and provides financial forecasting, charts and spreadsheets and market research. Bonus: The business plan formats match those preferred by banks, SBA lenders and investors.


Business plan software is specifically designed to guide you through each step of your business plan and fill any gaps. That way, you will be more efficient in clarifying direction, attracting financing, developing team members, and eventually reaching your business goals.


Accurate reporting. Creating a business plan from scratch by yourself may result in missed mistakes, skewing the data, and rendering reports - and hours of work - useless. A well-designed business plan software often comes with guarantees for accountability and accuracy in any reports generated under that program.


Customization. Business plan tools typically offer the option to personalize your reports. It also gives you the freedom to test out multiple scenarios depending on your long-term business goals, providing you more confidence in your business.


Lack of flexibility. Some business plan software only allows for specific customizations, which could limit personalizing your business plan. This includes sticking to available templates the software provides and being unable to rewrite the script or customize certain points in the data (unless you upgrade to a more expensive subscription plan).


Financial projections. Most software applications can provide you with financial tools, so you can lay out your case for a successful venture. With some options, you plug in the numbers for expenses, cash flow, revenue, etc., and churn our financial projections. The easier this process is, the better your business plan creation experience is.


Charts and graphs. The tool you choose should be able to turn the financial data into eye-catching charts and graphs automatically. This will make your business plan more enticing to potential investors.


Integrations. Some software integrates with popular accounting programs, such as QuickBooks or Xero. This is useful when transferring financial details from your accounting software into your business plan, so that your plan is free from mathematical errors.


Additional services. Some software providers offer access to additional services that new entrepreneurs may find helpful, such as digital marketing help, website design services, and direct contact with consultants who can provide knowledgeable advice.


As a part of the Startups.com suite, Bizplan gets top marks for its easy-to-use, intuitive, and modern user interface. You will work with a step-by-step business plan builder to get exactly what you want from your business plan. It might remind you of a modern website builder, as it has drag-and-drop tools to build templates.


In case you have an issue, you can get in touch with its customer representative during business hours (from Monday to Friday from 9 a.m to 9 p.m), or send an email with all the questions you may be having.


As an intuitive business plan tool, BizPlanBuilder provides a simple wizard that walks users through step-by-step business planning. With its premade industry-specific templates, the software can help you craft a plan that reflects your business goals.


As one of the leading business plan tools, Business Plan Pro offers top-notch technical and customer support to help small businesses succeed. Moreover, it provides clear instructions and cutting-edge funding tools to create a robust business plan and impress potential investors.


The software offers up to more than 500 business plan templates and samples, which are present in the preferred format of investors, banks, and SBA-approved lenders. There are also different categories of templates, such as Manufacturing, Travel & Transportation, Travel, etc., to help you choose from.


Business Sorter is a cloud-based solution that offers the content to create plans you can share and keep track on. The content covers six key areas, including finance, sales, brand, people, operations, and goods and services.


The platform promises to simplify and speed up business planning via a novel 273 card sort system that covers many common situations. You can also include, edit the existing cards, delete, or add your own ones.


You can keep everything, including your ideas and thoughts, at a centralized location. It also offers tips and advice at every step to help you put your strategy into action. Unlike some software with videos, the educational resources here are provided as Word files and PDFs, which can be quicker to access, but harder to follow for some beginners.


Initiated by NFL Hall of Famer and veteran entrepreneur Fran Tarkenton, GoSmallBiz offers hundreds of industry-specific templates that create the exact documents users need. Plus, its step-by-step wizard helps you set up a business plan by filling up business details in multiple segments. 2ff7e9595c


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