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


“Bolt-on” this comprehensive, collaborative,
and customizable dashboard to instantly organize, simplify, and systemize your business advisory practice


Complements the tools you already use…
Secure dashboard interface enables working more efficiently with clients.

Enjoy more leverage to win new clients and
keep focused on interesting areas of business…

Modern platform loaded with proven tools enables efficient collaboration…
Keeps clients longer… Makes you more money… And streamlines the process.

Many of these tools may be outside of your primary business focus,
but when your clients have these
economical, time-tested solutions in place,
you’ll get to the good stuff faster.

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
  • Save time educating clients as they work with you
  • Access client projects and collaborate from anywhere / anytime
  • Get referrals for more clients right when they need help
  • Have a white-labeled platform you can rebrand and promote as your own
  • All of the above

Try this… Ask your clients, “What do you need next?”

Our system is best suited to startups – $1,000,000 companies that need proper structure and processes to grow to the next level. Depending on where your clients are today and what you’ve done with them so far, how might you support them next?

  • I need capital to expand… I can help you develop or update your business plan.
  • My employees don’t know what to do… Do you have good job descriptions?
  • I’m afraid to fire this guy… Let’s review your employee policies and handbbook.
  • I must increase sales… Do you have a good selling strategy, customer service?
  • My marketing is all over the place… Do you need a new strategy? PR?
  • My company culture needs an overhaul… Ok, let’s review your values.

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 SMEs, but I spend too much time prospecting and selling. I always wished I had some kind of sensible system that I could use to easily demonstrate what I can bring to my clients and make it easy for them to see that I clearly offer more than anyone else. Now, I can even offer my current clients more — beyond my original scope, yet well within my capabilities… 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

It Becomes Your Own Customizable Consulting Services Delivery System

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Strategic Planning, Start-Up and Growth Funding

Start / Finance / Grow Efficiently

  • Featuring BizPlanBuilder 2020 with everything to write a business plan for Growth or to Raise Capital
  • Multiple Financial Models Project Revenue, Costs, Profits, Valuation
    • Customizable Excel workbooks
  • “Elevator” pitch worksheet
    • Proven Investor Presentation deck
  • Funding Resources
  • Includes Stock Options plan
    • Shareholder & Options Tracking
  • Corporate, LLC Docs
    • Board Minutes
    • Advisor / Director solicitations
  • Finance & Collections letters
  • Videos Explain All Concepts
  • “Handbook of Business Planning”


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Marketing, Public Relations, Sales and Social Media

Everything to Grow Sales

  • Featuring Marketing Builder strategic plan template
    • Evaluate & Prioritize best tactics
  • 36+ calculators do the math for you
  • Branding / Creative / Positioning Development Worksheets
  • Public Relations / Media Management with PR Calendar
    • Analysis & Budget 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 Management Policies & Procedures

Protect Your Company & People

  • Employee Manual Builder 2020 with 200+ professionally scripted sample policies
    • Compliant State x State
  • OSHA Safety Training Manual
    • Injury & Illness Prevention Plan (IIPP) Save on Workers Comp
    • 161 Safe Work practices
  • 700+ Sample Job Descriptions
  • Interview Questions & Templates
    • Candidate Evaluation Worksheets
  • Hiring & Onboarding Correspondence
  • Security Policies & Procedures
  • Discipline, Exit & Termination Instruction & 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.

Click the screen above to see the demo video.

Click Here for a Free Trial — No Credit Card Required

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

Rob Kramarz intelliversity 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, Investor, Author, Executive Director, 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

Full Ongoing Access to the Business Power Tools System
Use it for Your Own Business

Private Label It — Add Your Logo and Slogan

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.)
One Free Subscription per Firm

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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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 100% Customizable

  • Private Label — Insert your own branding / image / logo
  • Insert your slogan (255 characters)
  • Customize any/all of the templates
  • “Priorities” lists for every area
  • Excel-based calculators do all the math for better decisions
  • Add your own content as reusable future document templates
  • Insert your preferred RSS Feeds
  • Documents & models stay organized
  • Serves as a “Secure Data Room”
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Include Your Entire Team, Advisors, and More…

  • 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,

“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

“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

“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

Here’s a simple sample email you can send to your clients

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Just fill in their name, edit your way, and send

Subject line ideas:

  • Call me about new software tools you can use for your business
  • Let’s talk about some new ideas for growing your business
  • I’ve found some new tools to build your company
Hi [first name],

Last time we met, we discussed a few things your business needed / you wanted to do with your company.

I’ve recently added to / expanded the scope of my consulting practice with some new software tools to further help you build your business:

  • Plain-English business contract templates
  • Business plan for strategic planning and/or raising capital
  • Marketing strategy to prioritize and budget your best options
  • PR/Media plan and press releases for free media exposure
  • Employee policies & procedures handbook
    • Supplement our Employer Practices Liability Insurance (EPLI)
    • Reduce your Worker’s Comp costs
  • Job descriptions clearly defining what your people should be doing
  • Employee record-keeping system
  • OSHA-compliant safety training manual
    • Put this in place and you can save on your insurance premiums
    • We need to keep your employee safe and OSHA out of your back pocket
  • Save cash and compensate your key people with stock options

I’d love ot show you all of these new capabilities at your earliest convenience. I can immediately help you to configure and put in place any / all of these things.

Please feel free to contact me directly to schedule a time to show you how I can economically help you to further build your company.


[Your name / signature block here]

We will even 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

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