Attorneys · Business Coaches · Consultants · CPAs · M&A Advisors…


What if you could simply bolt-on a collaborative and customizable toolbox to instantly broaden and expand your business advisory practice?


It’s FREE to You… Your clients subscribe

It’s more leverage to win new clients and
expand into other interesting areas of business…
Not to mention recurring revenue.

Updated platform loaded with proven tools, enables efficient collaboration… Attracts more clients…
Enables you to do more for them… Keeps them longer… Makes you more money… All with less work.

What if you could easily and profitably…

  • Eliminate the parts of your business that don’t make money?
  • Add something new to rejuvenate old client relationships?
  • Differentiate yourself in the business consulting marketplace?
  • Increase your value proposition?
  • Add $2,500 – $10,000 recurring revenue per month per client?
  • Make money between engagements at your convenience?
  • Save time educating clients as they work with you?
  • Access client projects and collaborate from anywhere / anytime?
  • Maintain oversight over clients’ progress?
  • Profit from potential clients not ready to work with you?
  • Get referrals for more clients right when they need help?
  • Private label it to make it your own?
  • Make it impossible for clients to leave for another consultant?
  • All of the above?!?

Tom Justin business management consultant“I’m a seasoned business consultant and coach. I have a specific skillset that I bring to a number of small / middle enterprise organizations, but I spent too much of my time prospecting and selling my services. I always wished I had some kind of sensible system that I could use to demonstrate everything I can bring to my clients and make it easy for them to see that I clearly offer more than anyone else. Now, while talking with my current clients (since selling the same client a new service costs about 20% of what it takes to land a new client), I can offer them more — beyond my original scope, yet well within my capabilities, that I use to help them succeed… And continue our consulting relationship indefinitely.”
~ Tom J., San Diego, CA

icon 30 year business planning expertise

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“I have used your services for many years and always found both the products and your customer support to be excellent.
Thanks and keep helping others.”
~ Gerald (“Jerry”) K. Beckmann, Lantana, TX

30 years of proven apps and experience, updated and integrated
into a seamless and secure online collaborative platform
further leverages your knowledge and connection with clients

Your Own Customizable Consulting Services Delivery System

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Strategic Planning and Funding

Start / Finance / Grow Efficiently

  • Featuring BizPlanBuilder with everything to write a business plan for Growth or to Raise Capital
  • Multiple Financial Models Project Revenue, Costs, Profits, Valuation
    • Customizable Excel models
  • “Elevator” pitch worksheet
    • Proven Investor Presentation Deck
  • Funding Resources
  • Includes Stock Options Templates
    • Shareholder & Options Tracking
  • Corporate, LLC Docs
    • Board Minutes
    • Advisor / Director Solicitations
  • Finance & Collections docs
  • Videos Explain All Concepts
  • “Handbook of Business Planning”


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Marketing, PR, Sales and Social Media

Everything to Grow Sales!

  • Featuring Marketing Builder strategic plan template to prioritize best tactics
  • 30+ Calculators do the math for you
  • Branding / Creative Development Worksheets
  • Public Relations / Media Management with PR Calendar & Calculators
    • 20+ Press Release Templates
    • Comprehensive PR Tutorial
  • Website Testing Tools
  • Sales Proposal Builder
  • Sample Sales & Reseller Contracts
  • Prospecting & Appointment-Setting
    • Scripts, Emails, Letters
  • Sample Customer Service Responses


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Employee Policies and Procedures Handbooks

Organize & Manage Your People

  • Featuring Employee Manual Builder with 200+ professionally scripted sample policies
    • Compliant State x State
  • OSHA Safety Training Manual
    • Injury & Illness Prevention Plan (IIPP)
    • 161 Safe Work practices
  • 700+ Sample Job Descriptions
  • Interview Questions & Templates
    • Candidate Evaluation Worksheets
  • Hiring & Onboarding Correspondence
  • Security Policies & Procedures
  • Discipline & Termination Documentation
  • “Manager’s Procedures Guide” +
  • “How to Avoid Ruinous Litigation”


Modern Business Development Platform

For business leaders who want to get their company’s “house in order” to grow to the next level…
Ties all of your processes together into a comprehensive execution management system.

“It keeps the BIG picture front and center. All in an elegant visual index.


michael gerber recommends bizplanbuilder business plan software template excel“The customizable encyclopedia of everything you need to know about your business… but were afraid to ask!”
~ Michael E. Gerber, “E-Myth” author

review bizplan bizplanbuilder business plan software template excel“Now I can recommend a standardized financial proforma that all of my clients can use. BizPlanBuilder’s financial model has just the right level of detail (without too much!) in the same format every time, eliminating the crazy-making submissions from so many amateurs I used to get.”
~ Robert Steven Kramarz, Executive Director, Investor, Author, Intelliversity The Funding Academy for Innovators – Led by Investors

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There is a transition in every company from a “seat of the pants” kind of entrepreneurial company to a “process driven” mechanized one… The reality is that you need to standardize many things in a company if you’re to scale quickly…”
~ Mark Suster, entrepreneur turned VC at @UpfrontVC

Contact Us for Your FREE
“Consulting Firm” Subscription

One Free Subscription per Firm

Full Access to the Business Power Tools system

Use it for Your Own Business

Private Label It — Add Your Logo and Slogan
Our dashboard. Your logo. So, basically your dashboard.

Show it to Clients and Prospects to Demonstrate Your Additional Capabilities

Enjoy Your New Money-Making Tools!

Fyi… Here is our Subscription Pricing page

Please Give Me My FREE Subscription

Business Domain Emails Only (Sorry, no AOL, Gmail, Hotmail, MSN, Yahoo, etc.)

With its intuitive design and easy-to-use controls, the Business Power Tools dashboard leverages your time with real-world templates proven to maximize client engagement and results

It’s like having your own holistic virtual all-in-one business accelerator at your fingertips!

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All the Apps Work Alike and Work Together

  • Other apps can do some of these projects, but you’d have to learn how to use each and every one!
  • Or… learn one and easily handle all of these projects
  • All apps and templates are built on the same software platform.
  • Simply click from project to project — they work just as you’d expect.
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Everything is Fully Customizable

  • Private Label — Insert your own branding / image / logo
  • Insert your slogan (255 characters)
  • (Consultants can private label!)
  • Customize any/all of the templates
  • “Priorities” lists for every area
  • Excel-based calculators
  • Add your own docs
  • Insert RSS Feeds
  • Saved docs stay organized
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Include as Many People as You Want

  • Research shows that teams support what they help create.
  • Easily add an unlimited number of team members, advisors, and employees to collaborate!
  • For now, just +$1 / month each
  • You have complete and secure control over what they can access
  • App by App, each with Admin, Edit or Read-Only privileges

“The tools you offer through your site are invaluable to consultants both old and new.
What you offer is something unique, interactive, and educational.
It takes some of the leg work off of the consultant and can be one of the most valuable tools in his or her toolbox.”

~ David Kulawiak, Risk Management Specialists, Evanston, IL,

Attract and manage more clients

This dashboard can be your new interface to show potential clients how much you can do for them and why you’re the preferred advisor… Use it to direct and coach them, solve immediate problems, scale their business with necessary systems, and/or quickly get them ready to raise capital or sell.

Please, let me explain…

Itmay seem that our software competes with business coaches, consultants, attorneys and other business advisors. However, when they started using our software templates themselves to write business plans and marketing plans for themselves and their clients, sales took off! (For all of us!)

Today, consultants can use a hundreds of organized business software templates to expand your practice, demonstrate to new clients how much more you offer, collaborate with clients all over the world, and even streamline managing them through a consistent interface. We will even send you more clients.

Why we like business coaches and consultants so much!

  1. You “get it” about the importance of business plans and the tools we offer…
  2. You understand the “realities” of business, not “magical thinking”
  3. You can further support our customers with hands-on help
  4. Hopefully, you’ll recommend Business Power Tools to your clients

Our customers need all the help they can get…
That’s where you come in!

We’re creating partnerships with consultants giving you more to offer your clients as well as a better way of managing projects with them. If you are such an advisor / consultant / expert, we have a number of profitable growth options for you.

Business Power Tools used be JIAN, until we sold the URL…
That story is here...

Do more for more clients…

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Use any/all Business Power Tools apps & templates for 14-days!
For example: Put an employee handbook together for a client!
(Every company with employees needs a policies and procedures handbook!)

This unique system enables you to get some real traction with more clients and do more with them for more money

Perhaps it’s been a while since you’ve used BizPlanBuilder or any of our software. We’ve accomplished a lot over the years and they’re better than ever! Now BizPlanBuilder is web-based and you can collaborate online — even between PCs and Macs! 

But wait! There’s more…
Here are dozens opportunities to expand your practice, reach out and build your business, for yourself and your clients!

Free Guest subscription to all these apps and templates to see for yourself

  • The business essentials in one convenient collaborative platform enable you to work with a multitude of clients using a consistent set of tools an easily managed system
  • Continue your subscription to all of our tools for just $97/mo
  • Subscribe each of your clients to the dashboard
  • They’ll do a lot of the work, but you’ll be the hero — being their advisor, doing what you love.

“I love the program! It suits my business needs, professional and easy to use.” ~ Mae Clark, Carlisle Group, Inc., Dallas, TX

Why does the DEA sell confiscated airplanes for half price?!?

They’ve Got No Log books!


Engine history?

Damage repairs?

Who knows? But…

Must need work!


Documentation Adds Value!

M&A Advisers…

Whether you make your real money on the deals or on getting clients ready,

the Business Power Tools platform can help manage the heavy-lifting.


Instantly build value in your clients’ companies

Helps you and your firm save time educating and preparing clients for high-value mergers, acquisitions, or recapitalizations, and your clients can do much of the work for you!

Think of Business Power Tools as your company brain-trust…
Your “airplane log books” — that go along with it.

Much of the real value here is in the collaborative workbench with its easy organization and access…

It’s got everything you need, including the secure data room, perfect for sharing with investors or acquirors

Even “due-diligence” is easier on buyers or investors. And your valuation could be for 2X? 3X? more? That much faster!

You can even profit from potential clients not yet ready to work with you

Without losing them

Why lose a potential client because they aren’t able yet to pay you to help them?

As a low cost way to get them started, use our Referral Partner Tracking (Affiliate) system to refer them to the dashboard. It even sends you an email when they subscribe (a good sign of some level of seriousness).

Now, you’ll know who is worth following up with in the future.

“Hi Paul [the consultant],
Per your recommendation, I bought and began using Business Power Tools Biz Plan Builder. It’s pretty easy to use and really straight forward – a good way of organizing ideas I think. I wanted to check your availability and see if there’s a time we would be able to meet up and discuss the Financials — if you aren’t free outside of your regular office hours, I may just have to email you questions. I still have a lot of assumptions to input, but once I’m a bit further along, we can collaborate.
Josh” [the client]

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How you’ll make more $$$ from more clients…

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Dashboard enables added value with clients

  • Supporting your clients writing a good business plan creates the blueprint for more consulting
    With BizPlanBuilder, it’s easy because it’s already organized and written—together you can complete the sentences and edit the variables. Like all of Business Power Tools’ apps, it’s collaborative so you get it done quickly and easily, and have a working blueprint to go forward!
  • Helping your clients figure out how much money they want inspires more consulting
    And you’re front and center for that gig!
  • Collaborating efficiently just makes everything easier!
    No more swapping emails, cutting and pasting, and sorting thru “conflicting copies.”
  • Expanding your repertoire is easy with the additional tools included
    Stay working with clients longer.

“Just a note of thanks and appreciation for dealing with you over the years. I have found your software to be unique, easy to use and very helpful in my practice. Also, I deeply appreciated the excellent response you gave when I needed help.”
~ Ben Clements, Newtown, PA

Collaboration makes it easy to manage more clients

Write an unlimited number of business plans, marketing plans, employee policy handbooks…

You can create as many projects as you like for yourself and your clients. Use the online system to organize and edit the docs, then print hard-copy for your clients. Crank ’em out!

With more clients coming to you, the system manages them most efficiently!

Clients can follow along online, add their input, and do some of the work while you provide the expertise. When clients have their own subscriptions, you can add the rest of their employees and give them read-only access so they can access the employee policies, safety procedures, etc. online!

Keep the team and other employees aligned and focused on achieving the company’s most important objectives.

No need to print hardcopy of manuals, etc.

Subscribe your clients, add more tools, have them add more users… Everyone wins! And you get paid every month!

See the FAQs below for clarification on subscribing clients.

“As former president of the Connecticut Chapter and active national director of the 8,000 member Turnaround Management Association, I’ve been using BizPlanBuilder in my successful consulting practice since our first conversation 15 years ago. It’s fantastic!”
~ Stephen A. Oster, The Oster Group, Inc., Greenwich, CT

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We will even we send you our subscribers!

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Click to Visit the Business Advisors Directory page

Our subscribers need all the help they can get!

That’s where you come in.

Business owners often like to do things themselves, but the very things that make their businesses unique, can also create some glitches… that’s where you come in. You’re an expert and you work nearby. While they’re using our software to handle a variety of business projects, they often want a professional to help or review their work, offer additional advice, address unique circumstances, and introduce them to important contacts.

List yourself in our our Business Advisor Referral Network now and enable qualified clients to find you at just the right time.

They can contact you directly.


“It costs me a fortune in time and effort to find, schmooze and sign on a new client. Business Power Tools’ customers are made to order… and they’re ready to work with me. Plus, I’ve got the software these people are using, so I’ve got an advantage over most other consultants. It’s the least expensive marketing investment I can imagine.”
~ Dick Fisher, President, Business Loss Prevention Group


As this gathers momentum, we plan to charge $37/ mo => BUT, for now we want to add you to the network so hurry and get in while it’s FREE!

Click to Join our Business Advisor Referral Network

Frequently Asked Questions

Do you have expertise in a specific industry?

We’re looking to develop industry-specific templates

Contact us if you’d like to partner with Business Power Tools to create a custom business dashboard loaded with industry-specific templates.

Should my clients subscribe, OR better to subscribe for my clients ?

Include the dashboard in your client engagement…

For control, we recommend subscribing for your clients

To engage more clients in longer-term, more lucrative projects, provide each client with their own subscription.

Within the subscription, you, your clients, and their team have private, secure access to the entire BusinessPowerTools system online.

As the system Admin, you set up their subscription and control who on their team has Admin, Editing or Read-Only access to each of their apps.

  • Include the subscription, bury it within your fees
    we rebate you 30% of our prevailing subscription rates on all referred software and/or subscription sales.
  • Assure payment: If/when your client engagement ends, and when you are satisfied with payment for your work,
    you can enable Admin access to your client.
  • Replace your credit card with that of your client.
    You continue to earn 30% on their subscription!

Add yourself to our Affiliate Referral Partner Program to create subscriptions that make you money:

Click Here to Join our Referral Partner Revenue Share Program

Does each client require their own subscription?

Yes, each client requires their own subscription

“Is it possible to create various business plans with the same subscription or do I need to buy more for different business ideas as it is common with some other online business plan tools?”


You can develop as many projects for yourself as you want with just one account.
If you want to collaborate, you can add as many additional users as you need.

If you are creating plans and documents for clients and you want to collaborate with them, you can give them access…

But first you must understand how the dashboard and its security works.

Otherwise, if you give one client access to the Business Plan tab, for example, you give them access to all business plans.

Security and the assumption we made…

Think of it this way: You have a castle with a wall and a moat all around it. You control who gets in. Inside you have 3 kingdoms:

  • Business Planning & Funding
  • Marketing, PR, Sales, & Social Media
  • Management Policies & Procedures

Once inside, authorized users can be given access to any or all of the 3 kingdoms.

Depending up on how you want use the system, you can have multiple companies within the castle or each company has its own castle. With multiple companies in the castle, everyone with access to the business plan, for example, will have access to all of the business plans. This is great to enable the CFO to access the business plans of an organization with multiple business entities. For a consulting practice, it would be better to have each company in its own castle, keeping other clients out.

Security is built around the subscription to protect all of a subscriber’s dashboard assets and enables managing all of their apps and templates from the “My Account” control panel at the top of the dashboard.

All of Planning, Finance, HR, Legal, Management, Marketing, PR, Procedures, R&D, Sales… belong to one subscriber.

We presume that all those invited to collaborate or view belong to or work for that subscriber / client / company.

Next, we give you control of who has what kind of access to specific sections. Within each subscription you can add as many people as you want, while controlling which sections they have access to and whether or not they can just read it (read only) or have editing (read/write) capability.

ex: Certain employees could have access to the business plan, employee policies handbook, and safety procedures, but set to read-only. The HR manager would also have read/write privileges for the HR section, but perhaps not the marketing plan…

This way everyone working for a company can contribute and/or be made aware of all things specific to that company / client. Finally, the left hand knows what the right hand is doing and they can work together!

So, if it’s just you writing a business plan, you can write as many as you want because you have secure access to all of them. If you are developing multiple business plans for multiple clients, the way to keep them separate and secure is to open a new subscription for each client company, and their respective teams and advisors can be given controlled and secure access.

If a plan is for different clients requiring access for collaboration / review, each would require their own subscription.

As you might imagine, it’s very complicated to try and replicate another layer of security around each individual section just to control who has access to individual docs within a section. Instead, we made the system more economical and secure to handle everything within a single subscription.

(Walking Dead fan? Imagine building a really good wall around the village keeping the zombies out vs. adding another set of walls around each house in the village, and leaving the main gate open…)

We think you’ll find the subscriptions reasonable and managing users very easy.
You can be confident that your clients are assured that no one outside their company can get anywhere near their data!

Given all the tools available, we believe that you’ll enjoy and excellent ROI on your client subscriptions and gain many advantages for landing and managing clients, and serving them well!

Secure Collaborator Control Panel business web app

Easily add / change access permissions from this simple and

secure Collaboration Control Panel

“I have used both Business Plan Pro and BizPlanBuilder in my past management positions. With all the so-called sample plans in Business Plan Pro, it’s easy to think you have the final product. You really don’t — it’s not really that user friendly especially if you are not comfortable writing the narrative. Instead, with BizPlanBuilder, it’s much easier for me to help a client develop a professional business plan that I don’t have to entirely rewrite.”
~ Sajata Strong, Area Director, Clark Atlanta University SBDC, School of Business Administration, Atlanta, GA

These tools have worked for many business advisors like you


Here’s what other coaches and consultants say:

“Iown a full service Advertising Agency in NH. I use several of your products on a regular basis. We use Employee Manual Maker and Employee File Builder for HR, Agreement Builder to build many of our agreements with long-term clients, customers, and vendors, MarketingBuilder to build the templates to many of our marketing, advertising, and public relations plans, and BizPlanBuilder to build our business plan and corporate structure.

You don’t have to be new to business to use these plans. I’ve been in business for nearly 25 years, and I find these programs every bit as useful now as I did when I was learning as a new business owner. I maintain my upgrades because there is always new and better information supplied in the programs.

These guys know EXACTLY what they are doing, and how to do it. I had one situation where BizPlanBuilder came in unbelievably useful. I was hired by a small record label in Tampa, FL to put together a business and marketing plan for them to use to raise $350,000 in capital for their company. I was also hired to make the presentations to potential investors. Using both BizPlanBuilder and MarketingBuilder, I created the needed presentation.

My first appointment was with seven Tampa Bay Buccaneers interested in investing. After making my 35 minute presentation, I was unable to raise the $350,000 the record label wanted to raise. These seven men wrote checks totaling $575,000! Super Bowl thanks to you for creating such a fantastic software package. I use several of their products regularly in my business. I wouldn’t even try to expand my business without them.”
~ James J. Albion, President, ZMJ Enterprises, Marketing & Advertising Agency, Dover, NH,

“Even for experienced managers it’s an excellent way to organize new ventures and bring out [winning direction].”
~ R. Bradley, Int. Info. Assoc. Inc., Yardly, PA

“Very well constructed. Meets client needs.”
~ John Young, Business Consultant, Sacramento, CA

“What I’ve been looking for in the last year! Thank you.”
~ Larry Ballard, Consultant, Litchfield, IL

“My client secured a $142,000 SBA loan using your software!”
~ Bill Bishop, America Design, Atwater, CA

“Great tool for facilitating a business planning session.”
~ Tom Pooton, Current Concepts, Eden Prairie, MN

“I bought BizPlan primarily for the financials. They will be extremely helpful to me in setting fees.”
~ Paul Rock, Business Performance Specialists, Knoxville, TN

“The BizPlan Builder is clear and easy to use for individual clients and groups.”
~ Robert Davis, Julius and James, LTD., Springfield, IL


  1. For a list of the business plan industry templates click here and scroll about half way down:
    BizPlanBuilder Online

    The 10-year financial model is an upgrade option – see it here (just below BizPlanBuilder): 10-year Financial Model

    I think we calculate more ratios than any business planning software, click here to see the description page:
    Each ratio is fully explained and has a field where you can enter the ratios from BizStats and the system automatically calculates the variance.

    We also include the Excel financial models as well with the cloud system so you can work on what-if scenarios locally.

    We have 700+ job descriptions in a wizard-driven database.

    The agreement templates are in plain-English and most have global application — we have many international customers using them.
    You can read all of them here: Sample Agreements

  2. Hi,

    I am interested in your products and I like the consultant toolbox package, but I need to check some points:
    In Biz Plan Builder do you have sample plans for different industries? Can you provide me with the full list.
    Does the consultant toolbox cover 10 years financial projection? and what-if scenarios?
    Does the financial projection cover all ratios? or mainly investors related ratio only? Does it includes industry benchmark ratio?
    Do you have samples for different job description for different titles which covers also the procedures?
    The Agreement templates are only for USA or can be used for international business?
    As the consultant toolbox is cloud-based tool, so I can’t use the financial projection with what-if scenario locally, is that right?

    I am waiting your feedback to proceed.
    Best Regards,

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