There are many great solutions available to you when you start shopping for a product to build your business plan. From complex business planning software to simple templates. And we like them all. After giving this much consideration and after speaking to several entrepreneurs, we concluded that most business owners want something that is simple and easy to use, yet sophisticated and professional.

Advanced Business Planning offers:

  • A Step-by-Step Guide to building a business plan. The instructional guide explains all of the areas that need to be addressed in your plan. It also includes sections on Request for Funding and company website requirements.
  • A Start-Writing Document. With this open document you are prompted with all of the questions that need to be answered in your business plan. This is an easy way to complete draft one of your plan without worrying if you have covered all necessary points. All charts and tables are already pre-programmed to receive your data.
  • A Sample Package. A Services Oriented Business Plan and a Product Oriented Business Plan are included in final version. Also included in the sample package are:
    • Bank Loan Proposal, Application and Amortization Schedule, and
    • Keynote Presentation for Potential Investors.
  • A Workbook of 11 Financial Worksheets. From balance sheets to sales forecasting, all business planning financials are available to you. The pages are integrated so you only enter data once. This workbook is available in Numbers. 
  • A Financial Glossary. This glossary contains the common terms, definitions and formulas of items that are included in a financial worksheet. We know you can look up financial terms yourself - but we feel it is a time saver.

This is what we offer. We realize that many people want a robust software or a simple template. We get that. Advanced Business Planning is for the business owner that wants to play an integral part in his/her company's success. Our customer wants to understand why a marketing strategy is a smart idea or how to draft influential wording to impress investors or business partners. We do not do your research for you. We do not create your business plan for you. We instead provide you with all of the needed information and tools so you can build a custom, professional business plan.

This is not a Software Solution.

All of our Advanced Business Planning materials are created in applications that you already have installed on your computer.We love iWork and you probably already use Pages and Numbers (if not, download a 30 day trial directly from Apple). There is no additional software to download, therefore no compatibility issues. There is no license agreement. The reason we chose to avoid software is because we honestly feel that a great business plan, one that is printed on paper or delivered digitally, does not require a special software to prepare it. We are certainly not opposed to a software solution - but we do feel that it may complicate matters for some.