Produce a great-looking plan that gets results

Preferred format of SBA, lenders, and investors

Business Plan Pro uses a format that meets the most stringent requirements of banks, the U.S. Small Business Administration (SBA), angel investors, and venture capitalists.

View a sample business plan

Customize your plan

Business Plan Pro creates a plan that is unique for your business. Rearrange the outline and add as many additional text topics as you need. Delete sections that you don't need for your plan. Premier Edition users can also add financial spreadsheets. Don't be squeezed into an inflexible one-size-fits-all cookie-cutter planning product.

Custom reports and documents

We have compiled the most common reports into a single Report Writer tool so you can automatically print or export exactly the portions of your plan that you need. Reports include business plan presentation, all your charts, your Appendix, and more. Printing is automatic, and export options include standard Office and Web-oriented formats.

Export to Microsoft Word, Excel, PowerPoint, or PDF

Business Plan Pro is seamlessly integrated with your favorite Microsoft Office applications for easy data portability and content sharing. You can 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.

Publish your plan securely online

Publish your business plan directly to a password-protected website provided by Palo Alto Software. Upload your plan and you are up and running.

You have complete control over who views your plan and you can revoke passwords at any time. Monitor who reads your plan, and when, with built-in usage logging. Use this feature to share your plan with potential investors or to get feedback from other plan contributors.