Overview Advantages Financial Models Contents How It Works Collaboration Competition Reviews


Get the best business planning system for you


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The right business plan software can make a real difference in your business financing…

If you’re comparing business plan software, really compare it. You’re investing far more than just $100 in a software app — if you’re looking to raise $5,000 to $50 million, it’s crucial that you choose the right system to write your business plan. There is so much to learn. So many things can happen (many you’ll want to avoid) and there are opportunities for success everywhere.


Which version of BizPlanBuilder should I choose?

  • Cloud-based BizPlanBuilder | Online — If you want to make just one annual payment of $97 for just the cloud-based BizPlanBuilder | Online system, this is the deal for you. It’s got the same content from our highly successful Windows app, but now you can collaborate with your team, consultants and others online 24/7. It’s a great business planning app for Mac users as well, and you can even work seamlessly with Windows users. Another option would be to go for the cloud-based Business Financing Suite which includes BizPlanBuilder online as well as access to several other panels for $27 / month. Scroll-down to the bottom for details.
  • Windows App — If you want to own a license to the Windows-based business planning software app, this may be your deal. You can share all document files thru DropBox (or any similar online folder system) so it does enable collaboration as well — each user requires their own licensed copy. As a Windows app, it manages Word, Excel and PowerPoint templates that you can edit and customize into a complete proposal or presentation to investors and lenders.


How does BizPlanBuilder compare to the competition?

When we first introduced BizPlanBuilder in 1988 it was a collection of text and spreadsheet documents. Sometime later, competitors, realizing that this was a great idea, created ‘application programs’ that automated some of their own templates. The problem is they never really got the text or spreadsheets right (For them, it was about the razzle-dazzle of the program.), but investors and lenders read and finance the finished plan! We stay on top of the leading competitors and have read many of the ‘plans’ produced by their software. If you research in more depth, you’ll notice that few have ever produced many large financings. In their own words, read what people who have used other software, as well as BizPlanBuilder, have to say. Click here to read more business plan software user comparison comments…


You seem to offer a lot of add-ons… What does the main program provide?

BizPlanBuilder provides the both text and the financials. It is a complete business plan where most of the writing has been done for you. It is template-based, meaning that by adding the information specific to your endeavor, the plan becomes customized.

And, yes, BizPlanBuilder includes a variety of crucial additional docs and worksheets especially useful for raising capital. You can see the complete list in the Table of Contents (or click the “Contents button above.)


It appears you need Office for BizPlanBuilder to work?

The online version of BizPlanbulder has its own editor built-in so you do not need Office. (However, if you export your plan to Word, you’ll need Office.) The BizPlanBuilder Windows Download app requires any version of Windows and any version of Microsoft Office. There are several financial model options, giving the user flexibility to describe a very simple business or a very complex one.


Financial Models… Are they included?

Yes, a full set of financial models are incorporated in BizPlanBuilder. We also offer them separately. These are the same financial models included in BizPlanBuilder If you have already written the narrative of your business plan and just require the financial portion, we have un-bundled them and offer them separately for half of the BizPlanBuilder price.


Are all financials linked so that “What-if” analysis can be done?
For example, if I change a number in the income statement, will it update the balance sheet and then the retained earnings statement?

Yes, all financials are properly linked. We use ‘Assumptions’ pages to make it easy for you to enter, update and experiment with your data.
Formulas have been developed and independently tested by qualified and practicing business consultants who hold valid CPA certifications. You can learn all about the BizPlanBuilder financial models here.


Can the financials be easily and fully exported to Excel so they can be customized?

All BizPlanBuilder financial models are already built using Excel. There is no need to export, no translation problems, data losses or formula incompatibilities. Pull-down under ‘Tools’ to ‘Protection’ and you can immediately enable complete customization throughout each and every spreadsheet.

From the online dashboard, you can easily click to export and download the Excel model to your desktop. Be advised, however; that you can also offer your investor read-only access to your dashboard Business Plan panel where they can always review your most recently updated plans, financial model, and “pitch” deck.


Can the finished Business Plan be exported to word for further editing or to a publishing program such as Quark before printing?

BizPlanBuilder is already written formatted in Word. You can easily export the text to a desktop publishing program for further refinement. You can also save it as a .pdf or HTML file.


Does the program have a backup function?

Yes, it does. You can pull-down under the ‘Options’ menu to ‘Back Up’ or you can click the icon. You will be asked where you would like to store your backup copy. When you click ‘Restore,’ it will automatically return your backup file to your active folder. Note: Restore will overwrite the current file in the active folder.


Does the program include any form of tech support if it won’t install correctly, print, or has some other coding problem?

Yes, we provide comprehensive technical support to make sure the program is working properly for you. We are available Mon-Fri 8 am – 5pm Pacific Time. Occasionally, we can address certain business questions, but that is usually beyond the scope of a tech support response. We also provide a database of business consultants available via email to respond to your situation.


Does your license allow me to load the same copy of your software on my laptop so I can continue to work on it when I am traveling?

Our philosophy is that you should be able to work on your project from your office desktop, home pc as well as your laptop. We created the multi-user version to enable you to access your files. If you want other people to access your files so you can collaborate, they will need their own licensed copy of Biz Plan Builder.


If my PC crashes can your software be reloaded from the downloaded file or do I have to go through some elaborate process of activation and registration?

Unfortunately, that seems to happen a lot. Yes, it can be reloaded from the file that you downloaded. If you lose that, you can always contact us via email for phone for another download.


When you say “check the file out” to work on it and then return it. Does it keep track of the changes? How do you return the file?

File Check-Out enables a collaborator to grab one of the files for working on privately (preventing multiple people from making changes and over-writing each other’s work.) Check-In automatically returns the file to the same place in the system. If you want to keep multiple version along the way, we recommend backing up. Restoring writes the backup over the original. You can, however, make a Copy of the plan at any time. Most likely, you will simply want to Copy a plan to another folder, perhaps more accessible to collaborators, or yourself when you want access from home or on the road.


I gather that using an online filing space (like the one you use) will enable us to collaborate on the document. Does this apply to the financials as well?

You can also copy the file to an online filing space — it must be ‘mapped to your desktop’ so you can easily browse for the folder from within BizPlanBuilder. The financials can be managed the same way

Complete your business plan now

You’re that much closer to building your business

Ideal for Startups / Funding / MBA Students


  • Includes BOTH the Windows app (1x purchase) AND
    a One-Year Subscription to Cloud-based BizPlanBuilder Online
    The choice is easy - You get BOTH versions
    If you decide to go with the Windows version, there's no need to renew next year.
    Or use the cloud-based subscription to enable secure collaboration with your team.
    Subscription includes ongoing updates and renews annually.
  • Menu-driven Windows App Manages
    Familiar Word, Excel an PowerPoint Templates
    If you have Office, you already know how to use BizPlanBuilder! The cloud version uses a very similar editor menu
  • Supplemental intro letters, templates, and worksheets
    to support your strategy or raising capital.
  • Unlimited Team Collaboration
    Also Between PCs Macs
  • Pre-written Sample Business Plans
    150+ Industry-Specific Sample Plan Templates Get You Going
    Unlike every other business plan templates, we actually intend for you to be able to use our copy vs. having to delete it or rewrite it.
  • Tutorial Videos Introduce Each Section
    What investors & lenders are looking for
  • Wizard-driven Financial Model
    Makes it easy to project Sales, Costs, Profit
    If you are an Excel user, you'll love the total flexibility to customize your financial model.
    Need an Excel expert? Look in our Expert Referral Network!
  • Two Fully Customizable Excel-Based Financial Workbooks
    Flexible "Visionary Funding" & "Expansion Plan" models
    are easily adaptable to fit your business.
    If you are an Excel user, you'll love the total flexibility to customize your financial model.
    Need an Excel expert? Look in our Expert Referral Network!
  • Includes PowerPoint / Keynote
    Investor Presentation ("Pitch" Deck) Template
    Tutorial guides you step-by-step through a successful pitch
  • CONTACTS (CRM System) Manages:
    VIPs, Vendors, Investors... + Tasks + Events + Programs + Proposals
    Not trying to compete with SalesForce, Infusionsoft, Ontraport, and other marketing automation systems, but you do need to keep track of vendors, consultants, and others as well as VIP contacts.
  • Global 24/7 Secure Access
    Automatic Back-Up & Restore
  • Annual Subscription (Cloud Version)
    No Contract, No Commitment, Cancel/Suspend Anytime
    Windows App is a 1x investment, no subscription.
    Use the online system as long as you need it -- You may want to keep it open for future updates, also allow investors and certain others read-only access.
  • Add as many team members as you want
    for $10 / yr each

    Get your team involved and on the same page!
    Add an unlimited number of additional users... You also control access as well as read / write or read-only permission.
  • 60-Day "Be Smart With Your Business & Investors" Guarantee

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Ideal for Growing the Company / Strategic Planning / Growth Financing

$27 / mo Subscription

  • Start-Up / Strategic Planning / Raise Capital + Expanded Dashboard
    Click Here for Full Description >>
  • Our Best Deal for Start-Ups & Growing Companies
    Includes the most tools & template options
  • Includes EVERYTHING from Cloud-Based BizPlanBuilder Online
    Works with All Browsers — Desktop & Mobile
  • Unlimited Team Collaboration
    Also Between PCs Macs
  • Includes Full Access to ALL Content on Selected Panels
    Home, Business Plan, Finance, Legal, Management, R&D
  • Includes Incentive Stock Options Plan
    Includes All Necessary Document Templates
    Includes Share Ownership Tracking
  • Includes LLC Formation Doc Templates
    Articles, By Laws, Operating Agreement, Unit Allocation...
  • Includes PowerPoint / Keynote
    Investor Presentation ("Pitch" Deck) Template
    + Tutorial guides you step-by-step through a successful pitch
  • Funding Resources
    Sources of Angel Investors, Venture Capital, and Lenders
    + "Funding Plan" strategy for attracting investors.
  • CONTACTS (CRM System) Manages:
    VIPs, Vendors, Investors... + Tasks + Events + Programs + Proposals
  • Global 24/7 Secure Access
    Automatic Back-Up & Restore
  • Monthly Subscription
    No Contract, No Commitment, Cancel/Suspend Anytime
    Use the system as long as you need it -- You may want to keep it open and allow investors and certain others read-only access.
  • Add Unlimited Number of Team, Advisors, Investors
    for $1 / mo each
    You Control All Access to Panels/Apps
    * Secure Data Room for Sharing Investment Docs *
    Add an unlimited number of users...
    Selected members of your team can access any/all of the apps in your subscription -- You control access as well as read / write or read-only permission.
  • 60-Day "Be Smart With Your Business & Investors" Guarantee