20 years of evolution, testing, and confirmation... Into a program that produces a map and a leader

Sure, an investor may give you a meeting with a 3-page plan, but to go to the next stage, you will need great answers and a solid plan. To help you, we've taken the best elements from hundreds of successful business plans and presentations, and incorporated them into specific template documents that you can make into your own — prepared from the investors' and lenders' perspective. BizPlanBuilder breaks business planning down into a series of short sections that help you describe your unique business concept, the marketplace, strategy, and prospects for success, with pre-programmed Excel workbooks doing all of the financial math. The included PowerPoint "pitch" template has been refined after many investor presentations. Then, add-in 20+ years of feedback from business owners, consultants and others who have gone before you...

"BizPlanBuilder employs a refreshing combination of the philosopher and expert mentor approach."
- Gerald Herter, CPA, MBA, Accounting Technology

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Business Plan Software Overview: Comprehensive. Easy. Fast. Professional.

• Proven plan content & format has raised over $2 BILLION in capital through angels, banks, VCs, SBA-backed loans and others.
  
• Ongoing refinement since 1988 — this is the original business planning software refined longer than any other.
• Proven formula & structure — while the content and layout is what is expected, the professionals may never know you used software, you and your plan will be better than everyone and everything they've seen.
• Easy user interface makes it easy to find plan documents, Excel workbooks, Power Point presentation and sample plans.
• Microsoft Office integration allows you to work in the familiar, native Word & Excel environment – you already know how to use it!
• Password Security with 128-bit encryption protects your projects, while still enabling secure control of additional users
• Customizable, comprehensive Word® templates form the basis for the entire business plan – Add / Edit / Format the text any way you like!
• We’ve updated every document in the system.
  • Edited from the inside out to appeal to current investors & lenders
  • Expert Comments throughout add insights and explanations

• New! Added documents to support financing:
  • LLC Operating Agreement
    
  • Environmental Sustainability Section
    
  • Operations Section with Technology Discussion

• Drag & Drop customization lets you organize your plan any way you like.
• Tab from variable to variable – quickly fill in the blanks & complete the sentences.
  
• Written/edited by a former Sharper Image Catalog® copywriter – an effective, persuasive style structure you can follow and complete.
  
• Expert Comments throughout explain what's going on, why, and what to say – Turn them Off/On with just one click.
  
• Flexible Excel worksheets calculate figures, shows the math & creates impressive statements and projections to support your plan. Easily customize to suit your unique business. They also address most of the explaining to investors and lenders so you don't have to!
  
• Quick-fill assumptions pages enable easy top-down or bottom-up forecasting.
• Intuitive menus show every tool — it’s easy to jump around and work where you want. The system keeps you organized and enables a step-by-step approach.
• Progressive plan enables you to start small and build. Click the sections you want to include – add more as you need them.
• New! Multi-User Access to Files Enables Collaboration
  Work from your office PC, home PC or laptop to easily access your files from a server or shared storage device. Designate an unlimited number of additional users to collaborate with you using password-protected access. (They'll need to have their own licensed copy of BizPlanBuilder.)
  • Management Teams – Share the work and get your plan done.
  • Consultants – Create plans and keep connected with your clients.
  • Educators – Oversee and participate with your student teams.
  • Investment Bankers – Quickly make changes and update plans.
    

• This is true multi-user file-sharing for collaboration

• Much more than email transferring of files!
• Add an unlimited number of users
  
• Control other users' access: None/Read-Only/Full-Edit
• Section by section Check-Out & Check-In prevents overwriting each other's work

• New! Collaborate Over the Internet
  If you have storage online, you can share files securely over the web. When you want it, you can sign up with our online storage partner for anytime/anywhere access to your documents.
• New! Live updates from the JIAN website keep you up-to-date.
  
• New! Automatic Updates from v8 & v9 — Easily paste in sections from previous plan templates
  
  

• New! Instantly add your own documents...
  
  • ...and easily incorporate them into your business plan.
• Include your previous business plan documents.
• Click browse to to add any document in your system.
• Drag & drop sorting lets you organize your plan your way.
• Build your own custom documents using this powerful document assembly system.
  
  
  

• Project sales by product/line/marketing channel – including table-driven seasonal & mix adjustment.
  

• Customizable HR planning pages help you plan staffing, payroll and present/future space requirements.
• Updated! Power Point® Slideshow Template
  Give the pitch that wins the deal. Present a compelling story to investors and lenders.

 

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Updated! Financial Models

• Click here to visit the financial model description page...
• New! Start-Up & Capital Requirements sections
• New! Use of Funds Summary: Takes the detail from the Start-Up' & 'Capital Requirements’ pages and shows investors how their investment will be used — includes bar & pie charts.
  
• Expanded market and profit center categories: enable more flexibility & easier presentation of growth & profit expectations.
  
• Updated Cashflow Assumptions: Actual cash balance appears in cashflow model provides immediate feedback of cash planning decisions.
  
• Income Statement automatically calculates NOL carry-forward
  
• Valuation Model: Uses several proven methods for valuation including weighted average — how much is your business worth? Calculates various scenarios: pre-money, post-money, stock give-up, etc.

• New! Capitalization Table: Shows the value of all shares as you bring in investors through several rounds of financing and ultimately 'exit' via merger or IPO.
• Numerous user-requested tweaks throughout.
  
• One-click access to answers, experts, investors, market statistics & resources online.
  
• 18,000+ business segment benchmarks back-up your marketing analysis & financial assumptions
  
• Updated! 31 ratios defined & measured with free access to BizStats to compare (We also provide explanations and make suggestions.)
  
• One-page “What-if...” shows best & worst case scenarios compared to plan. No need to duplicate plans.
  
• New! Investor Scratch Pad: Let investors play with your assumptions and theirs on the Sensitivity (What-if…) Analysis page to see their ROI on your deal.
  
• Business valuation & investor analysis calculates ROI & stock give-up.
  
• Works equally well for external funding or bootstrapping approach.
  
• Publish your business plans to HTML format – Ideal for distributing your plan electronically.
  
• New! Save your Business Plan as a .PDF - Makes sending to investors and lenders easy!
  
• Build new plans from previous plans — create your own customizable templates.
  
• Free Video — "The Thinking Behind Your Business Plan" offers first-hand insights into business planning from your audience's perspectives. Click to watch it here.
  
• 390-page ebook — "The Handbook of Business Planning" full of expertise and time-tested wisdom on business and planning!
  
• Learn to speak in terms used by investors and lenders. Say the wrong thing and they may perceive you as unworthy — Become fully literate in investor & lender requirements & terminology.
• 54 Supporting documents to assure your success:
  
• Cover letter templates to: Investors, Lenders, Friends…
  
• Investor tracking spreadsheet.
  
• Invite letters to Board Members & Advisors
• New! Automatic Back-Up & Restore — Save your work to your server, zip/floppy, memory stick, or the Internet
  
• + $600 worth of extras! — All kinds of free and discount offers on useful products and services that will support your business plan.