Help more clients build, fund, run, or sell successful businesses.
Business owners often like to do things themselves, but the very things that make their businesses unique, can also create some issues…
While they’re using our automated, done-for-you document and financial model templates to handle a variety of business projects, they often need a professional to help with or to review their work, offer additional advice, address unique circumstances, and introduce them to important contacts.
Multiple Money-Making Opportunities for You
You’re a business expert and you’re familiar with their needs. Now you can add Business Power Tools to expand your practice, demonstrate to clients how much more you offer, and use our secure platform to collaborate with them.
Why we like business coaches and consultants so much:
We seek seasoned business coaches and consultants from around the world to join our community of advisors.
As one of our advisors, you can generate additional revenue, using our cloud-based platform to coach entrepreneurs and business owners to reduce internal friction, enabling them to scale their business, enjoy profits for years to come, and exit with a healthy valuation.
“It takes about 5X more to sell to a new client over
what it takes to sell your next offer to an existing client.”What if you added some “Tech-Driven Services”
— Your advisory services leveraging a proven system —
to current clients supporting their Infrastructure, driving value,
as well as residual revenue for yourself.In an uncertain future, expanding your capabilities by offering what
these tools and dashboard enable can be your biggest, easiest opportunity.
And you can easily do-it-WITH them — Even remotely.
What if you could easily and profitably…
What do your clients need next?
Business Power Tools is best suited to businesses at all stages needing structure and processes to grow. Depending on where your clients are now and what you’ve done with them so far, how might you support them further?
Enhance the way they work, reduce risks, and build value with systems and processes.
Then your full-access “Advisor” subscription is only $97 / yr
Hear what this investor told an entrepreneur about BizPlanBuilder
Builds their business foundation & structure enabling you to scale your clients to millions and beyond…
Using a consistent system across many clients makes consulting easier!
All of our templates work like Office and are easily accessible via our visual document management dashboard
When Michael Gerber saw it, he said…
“Wow! It’s like a customizable encyclopedia of everything you need to know about your business… but were afraid to ask!”
~ Michael E. Gerber, “E-Myth” author
“I just finished watching your video about how to raise capital. Brilliant just absolutely freaking brilliant!!!
~ Aaron Parnell, Creator, Reposturing®
Recommends Financial Models to His Clients
“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
Investment Banker Review: Business Power Tools
“As you know, I’ve advised entrepreneurs growing businesses for more than 30 years.
Their problems?
How to handle the everyday challenges of organizing, planning, funding, managing, marketing, policies, procedures, sales… and everything else!Our relationship often begins with a single issue, but they keep me on to guide them through the endless challenges.
As you might imagine, there are hundreds of apps to address these issues. But who has time — not only to address the issues, but to learn all the apps?
Initially, I tried digging up and repurposing some old documents, and downloading some random templates for free, but there was no coordination or continuity between them.
With 30+ years of evolution, 2,150,000+ copies sold, and billions raised,
plus feedback from thousands of entrepreneurs, advisors, and Investors, we’ve learned a lot…
Now integrated into 3 synergistic toolsets:
Strategic Planning, Start-Up and
Growth Funding
Start / Finance / Grow Efficiently
- Includes: BizPlanBuilder – Everything to produce an agile strategic business plan to organize, raise capital, pivot, scale, sell…
- Multiple Financial Models Project Revenue, Costs, Profits, Valuation
- 100% Customizable Excel Models
- “Elevator” Pitch Worksheet
- Proven Investor Presentation Deck
- Funding Resources
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Stock Options Documentation
- Shareholder & Options Tracking
- Corporate, LLC Docs
- Board Minutes
- Finance & Collections Letters
- Videos Explain All Concepts
- “Handbook of Business Planning”
Marketing, Public Relations, Sales and Social Media
Everything to Grow Sales
- Includes: Marketing Builder strategic plan template prioritizes tactics
- 30+ Calculators – (Excel) Budgets, Analyze Options, Pricing, Deals
- Positioning / Branding / Naming / Creative Development Worksheets
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Public Relations / Media Management with PR Calendar & Calculators
- Get free promotion in the media
- 20+ Press Release Templates
- Comprehensive PR Tutorial
- Sales Proposal Builder
- Sample Sales & Reseller Contracts
- Prospecting & Appointment-Setting
- Scripts, Emails, Letters
- Sample Customer Service Responses
Employee Policies
and Procedures Handbooks
Organize & Manage Your People
- Includes: Employee Manual Builder with 200+ professionally scripted sample Policies and Procedures
- Compliant State x State
- OSHA Safety Training Manual
- Injury & Illness Prevention Plan w/ 161 Safe Work practices
- 700+ Sample Job Descriptions
- Interview Questions & Templates
- Candidate Evaluation Worksheets
- Hiring & Onboarding Correspondence
- Employment Agreements
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Security Policies & Procedures
- Discipline & Termination Documentation
- “Manager’s Procedures Guide” +
- “How to Avoid Ruinous Litigation”
Give your teams Swiss Army knives
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
The one we want our clients to use…
“BizPlanBuilder is the best business plan software on the market. We have used other packages, and when we found BizPlanBuilder, we decided it is the one we want our clients to use. In our business, we do a lot of SBA loans, all across the country.
It’s important for the bankers to see the personality of the business and the people involved in the ventures we are seeking funding for. Financials alone are not enough.
All the aspects of a business need to be covered in the business plan, if a company is going to be considered for funding.
BizPlanBuilder helps a business owner do that — it covers all the bases, and helps generate the thinking required to produce a complete picture of the proposed venture.”
~ Bill Dorgan, William Dorgan & Associates, Business Finance Consultants, Tucson, AZ
Financing for Your Big Ticket Offers
Got Clients Who Need Financing to Hire You?
This is the system to successfully Implement the infrastructure to scale clients’ companies to millions and beyond.
The Most Templates and Tools
All Apps Work Alike and Together
- Almost ZERO Learning Curve!
- Does the Job of Hundreds of Apps
Without You Wasting Your Time
Learning to Use Every. Single. One.
- Easy-to-Use System
Complete Critical Projects Quickly- All Tools Are Built On the Same Platform
- Ongoing Updates Included
- Collaborate Without Conflicting Copies
- Click From Project To Project
Each Works Just as You’d Expect- Mindfully Curated
Developed and Evolved Over 30+ Years- Edited By a Former Sharper Image®
Catalog Copywriter
Everything is Fully Customizable
Your Business Your Way
- Private Label — Insert Your Own Branding
- Include Your Logo / Slogan / Tagline
- Customize Any / All of the Templates
- Company Data Fills in Automatically
Saves Typing, Speeds Completion- Upload Your Own Content
Create New, Re-Usable Custom Templates- “Priorities” Lists for Every Area
- Excel-Based Calculators
Do / Show All the Math for Better Decisions
100% Customizable for Your Business- Insert Your Preferred RSS Feeds
- Consultants Save Time Educating Clients
- Expedites Due-Diligence for
Faster Funding or Sale
Include Unlimited Team & Advisors
Secure Collaborative Workspace
- Teams Engage and Buy-In to Priorities,
Changes and What They Help Create- Remote Work Empowered
All Team Members, Advisors, and Investors
Collaborate, Contribute, or Review- For Now, Just +$1 / Month Each
- CRM System Tracks VIPs, Projects,
Campaigns, Proposals, Events- Complete and Secure Control Over
Everything Anyone Can Access- App by App — Each with Admin, Edit,
or Read-Only Privileges- System Keeps All Documents Secure
Organized for Easy Access- Serves as a “Secure Data Room“
…continue our consulting relationship indefinitely.
“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
“I’ve been using Burke’s products for well over 20 years, and as business consultant, I have helped many companies raise $50k-$100k, and others in the millions, for a total over $200M. I highly recommend having a chat with Burke if you’re looking at raising funds, and/or looking for a great tool to help manage your HR, ops and admin. For the business consultants here, you can use this system to help your client raising funds, and charge for that service.”
~ Serge Gravelle, Creator & CEO, Global Sparks
Your tools are my favorite “go-to” tools
“I am writing to you today to express my appreciation for the use of your products over the years. Your technology in this complicated area of business planning, regulatory, HR and safety, and financial monitoring is crucial to the success of a budding business as they begin, and then begin to climb towards outside investment. I am a retired insurance CEO that now consults and mentors young entrepreneurs who aspire to follow in my footsteps. The last two projects are now producing over $1 million in revenue per month, and both are less than two years old. I operate in the micro-niche space of insurance programs. This space takes the carrier out of control and places that control in the hands of these young impresarios steeped in technology, but without the tattoo of years of experience on their resume. That’s what I bring to the table, along with my intellectual property and business relationships with insurers and global reinsurers.
I tell them as a coach, quoting Muhammed Ali, “it ain’t bragging – if you can back it up.” These kids have great spreadsheet skills, but it is the fine print and government regulations that harbor the “gotchas” that sink investor presentations. And this tactic is a favorite with venture capitalists as they “sift fly spec out of pepper” when it comes to which pitchman has the execution skills to keep their investment from sinking into a regulatory pit of quicksand. Your tools are my favorite “go-to” tools, and I recommend it strenuously to my clients; if they whine or discount its value, I second guess my involvement. Because I am a major long-term investor in their success – if they don’t grow and hit each milestone on target, I have wasted my time. And I’m too old to be drilling dry holes.
Let’s continue to talk about how we can conspire to broaden the use of your products to buttress my investments in these new ventures, and I believe customization is a place to start.”
Daniel W. Crandall, CIC, ARM
President and CEO, Fernandina Beach, FL 32034
Mbl: 208-781-2097 | [email protected]
We have a number of consultants doing exactly that.
With everything in one place, a consistent interface makes managing multiple clients easy.
Use the “visual” of the dashboard to show current and potential clients what you can do for them.
And how different from other consultants you are.
Perfect for Remote Consulting
Join our Referral Rewards program and get your Referral Directory listing (below) free
Join our growing network of global partners who are leveraging the benefits of our platform to enhance their own service offerings, drive new revenue, and deliver incredible value to clients.
As this gathers momentum, we plan to charge $97/ YR → BUT, for now, we want to add you to the network so hurry and get in while it’s FREE!
Join Our Referral Rewards Program (Above), Get Your Referral Directory Listing Free
Join our Business Advisor Referral NetworkMy advantage over most other consultants
“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
“I’ve 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
“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, DavidKConsulting.com
“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
Used Both Business Plan Pro / LivePlan and BizPlanBuilder in My Past Management Positions
“I have used both Business Plan Pro / LivePlan 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
…Easy to Use and Very Helpful In My Practice.
“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
Contact us if you’d like to partner with Business Power Tools to create a custom business dashboard loaded with industry-specific templates.
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.
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“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?”
Clarification…
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…
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 client 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!
Easily add / change access permissions from this simple and
secure Collaboration Control Panel
These guys know EXACTLY what they are doing…
“I own 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, www.ZMJadvertising.com
“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
Then Your Full-Access Subscription is Only $97 / YR
Comments are closed.
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:
Ratios
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