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Business Plan Pro

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Time-saving features

"This is great software, a real help, and will save us 30 man hours next week alone. We are amazed at what Business Plan Pro does for us."
Richard Hough

500+ sample plans

Say goodbye to writer's block and hello to getting your plan done quickly. Easily find, read, and edit sample plans that match your business type. Business Plan Pro software comes with more than 500 complete sample business plans for all sorts of company types.

The exclusive Sample Plan Browser lets you quickly find the plan that meets your needs. Then you can write up the plan in your own words (step-by-step guidance makes it a snap!). Or simply edit the text found in any of the 500+ real working sample plans. Every single plan can be opened and edited in Business Plan Pro to give you the jump-start you need.


Easy plan set up

The software's proprietary Plan Setup Wizard asks you simple questions to guide you through the process of producing a complete business plan. Based on your answers, it creates the plan outline that's right for your business. You can then customize, adding or removing any section you please, or rearranging the outline to suit your needs.


Export to Word, Excel, PowerPoint & PDF

Business Plan Pro is seamlessly integrated with your favorite Microsoft Office applications for easy data portability and content sharing. You can quickly and easily export plan content to Microsoft Word for text editing, to Excel for spreadsheets, to PowerPoint for pitching presentations, or to Adobe's PDF format for easy portability.


Automatic charts and graphs

No need to spend time creating charts and graphs to go with all the tables in your plan. Business Plan Pro does it for you. As you input and update your numbers, your charts change automatically. You can choose the colors and types of charts you want to use, or go with the standard settings and not have to think about the charts again.


Import financial data

Excel Premier only

If you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast. Include these tables as part of your plan, or use them behind the scenes for advanced financial analysis. By importing tables from Excel, you can enhance and personalize your business plan while saving substantial time over starting from scratch.

Your favorite accounting software

Importing from QuickBooks or Peachtree saves you valuable time and effort. Instead of retyping all the historical data you want to include in your plan, just click import and it's done for you. Once it's there, you'll have a quick and easy way to base your forecasts on your past performance.


Step by step instructions

You could spend weeks finding all the information you need to put together a complete, professional business plan. Or you could let the detailed instructions in Business Plan Pro guide you. Searchable help articles add an additional layer of information for you to pull from, saving you even more time by giving you all the tools you need to get your plan done fast.

Business Plan Check

Built-in task list

Where do you start? How can you get it done efficiently? Two questions easily answered by the Tasks list, which leads you through the process in the most logical order. Step-by-step, you'll build your plan without wasting time or energy worrying about whether you're getting it right or what comes next.


Multi-year planning and analysis Premier Only

It takes time to revisit your plan each year. That's why Business Plan Pro Premier Edition gives you the archive and roll forward option. It makes it fast and easy to maintain your older plans for reference and lessons-learned analysis. And the rolled forward information shows up in your new plan as last year's data, so you have everything you need to start forecasting without having to spend time re-entering your numbers.

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