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Business Plan Pro

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Great presentations

"Just a note to thank you for great customer service. I called and got a live person with only one ring and she resolved my issue in a matter of seconds without asking for my email 40 times. Well done, Palo Alto!! Keep up the great customer service!" Rey Belyeu

Easy export for presentations

You'll want to put your best foot forward when you present your plan to bankers, investors, or potential partners. Simply export to Microsoft Word, Excel, or Adobe PDF to share your plan. You can even export to PowerPoint to create a winning presentation.

Create a professional business plan

Every page is automatically organized and collated to produce a bulletproof plan that gets results, all in the preferred format of banks, investors, and SBA lenders.

Automatic charts and graphs

Illustrate your key points with great looking charts and graphs. They're generated automatically based on the information you've already input in your financials. Customize your charts for a plan that meets your specific needs.

Customize every page

Create a plan that is unique for your business. Rearrange the outline and add just what you need. Don't be squeezed into an inflexible, one-size-fits-all cookie-cutter planning product.

Collaborate with your team

Upload to SecurePlan and share your plan with collaborators or potential investors. Monitor who reads your plan, and when, with built-in usage logging.

Create the reports you need

You don't always need to print your whole plan. That's why it's so easy to print just what you need, whether it's one table, all the financial tables, one chart, all the charts, or the entire business plan.

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