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Business Plan Pro


Business Plan Pro is the popular business planning software from Palo Alto, and comes in 3 geographical versions. US, Canada or UK.


Business Plan Pro is one of a range of Palo Alto products aimed at helping small business owners build and implement effective plans relevant to all areas of their business, and is single user licensed.

Those of you who have group contribution and multi user requirements are not covered by the Pro version, and will need to look at the Premier version.

One of the main reasons to use any kind of business software is to overcome technical hurdles, and Business Plan Pro is no exception.

For anyone putting together a business plan, the construction of the financial forecasts, into a concise clear format, and with numbers that are accurate and relevant represents a major hurdle.

Business Plan Pro has fully integrated financial forecasting, which means the complexities of constructing a functioning financial model in a spreadsheet are neatly side stepped, due to standardized templates.

There is also the option to export to spreadsheet software such as Microsoft Excel for those who have some spreadsheet skills.

Take into consideration the time it would take by a professional to put a set of financial forecasts together, and the possible time taken with the same professional making adjustments as you find out new information, and the cost saving advantages of having your own easy to change software are immediately apparent.

Being able to change the details of your business plan as new information comes to light means that you will always have an up to date plan, ready to use in presentations to bankers and investors.

The software is much more than a financial modeling tool though, and aims to accelerate the speed with which you can make a sound business plan, by providing you with a range of ‘out of the box’ templates from which you can make adjustments to fit the specific circumstances of your particular business or intended start up.

At the last count, they had several hundred sample business plans, ranging from Auto Parts, repairs and servicing through Hotels, and Restaurants to Wedding Planner templates.

What really make Business Plan Pro stand out from the crowd is the supplementary support materials they provide. Once you have picked the most suitable template, there are several thousand industry profiles which provide industry data, searchable by Standard Industry Classification (SIC) codes enabling you to match your business with other businesses in the same industry.

They also have a Venture Capital database, support services such as “ask the expert”, and standard application forms such as the SBA loan application to make the search for funding as painless as possible..

The Easy Plan Wizard leads you through the planning process in a structured and orderly manner, and provides hints and tips along the way, along with ideas for Market Research.

Presentation of Information is customizable, and there is the option to print reports in “preferred” formats if you intend to present to Bankers or Investors. You may also choose from a range of graphical outputs including most of the familiar chart layouts, which often helps in getting your ideas across in presentations.

In summary, a comprehensive toolkit to make your business planning fast and efficient.

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