Palo Alto's Business Plan Pro

Business planning made simple.

business planner

Business Plan Pro Software


List price is $99.95, but BizFilings’ customers receive a special rate. Software is provided on CD-ROM.

Business Plan Software FAQs

What is a business plan?

A business plan defines your business goals and identifies the strategies for achieving those goals.

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Why do I need a business plan?

Business plans provide a blueprint of how a business will succeed and are often required for outside investment. Banks and investors want to ensure that business owners have a solid plan in place for a new venture before financing it. While the business planning process doesn't guarantee success of a new business, it decreases the odds of failure and reduces risk. Before putting life savings on the line, responsible business owners prepare a business plan to ensure their investment will not be lost.

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Do I need a financial or accounting background to use Palo Alto's Business Plan Pro?

No. You don't need any special expertise to use Business Plan Pro. The software guides you through every step, helping create your plan using your own financial data.

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Will I be able to import/export business plan information into/from my accounting system?

You can import your financials and company data from your Microsoft Excel Spreadsheets. Business Plan Pro guides you through every step, helping create your business plan using your financial data. You can also export your plan to Microsoft Word, Excel or PowerPoint or to Adobe PDF.

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What financial reports/statements are created by Business Plan Pro?

Business Plan Pro helps you build a comprehensive set of financial projections, complete with reports and charts. You'll not only know whether your idea will make money, but when it will. Unlike spreadsheets, there are no complicated calculations, formulas you need to create or reports or graphs to build.

Business Plan Pro also allows for simplified forecasting. The drag and drop graphic forecaster allows you to easily and visually change your forecasts. Simply click to move a line on your forecast chart or apply a growth rate to a whole year. The graphic forecaster makes creating and altering your projections easy.

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Should individuals reading my business plan sign a non-disclosure agreement (NDA)?

Non-disclosure agreements typically aren't required for viewing business plans. Venture capital investors and bankers know that information provided within a business plan is confidential. A "confidentiality clause" added to the beginning of the plan is often sufficient. Consult a lawyer if you believe an NDA is required.

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How far out can I plan?

Business Plan Pro allows for long-term financial forecasting. Detailed forecasting is available through the first five years, while a long-term summary plan can be created for up to 10 years in the future.

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Is Palo Alto’s Business Plan Pro available for all business types?

Yes. The software can be used by sole proprietorships, partnerships, C corporations, S corporationslimited liability companies (LLCs), limited partnerships (LPs), limited liability partnerships (LLPs) or nonprofit corporations.

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