Business Owner · Consultant · CPA · M&A Advisor
Is your business “all buttoned up” ready to sell?
When you want to get your “house in order” to sell…
They are our customers and they need all the help they can get.
That’s where you come in…
Do you intend to exit within the next 5 years?
IFyou are, here are the tools you need to maximize your valuation and streamline due-diligence to make the best deal as quickly as possible.
According to the Exit Planning Institute:
- 76% of business owners plan to transition out of their business over the next 10 years
- 70% will be on the market, but won’t sell
- 49% have no exit strategy business plan in place
- 30% of family owned businesses survive to the 2nd generation
- 12% of family owned businesses survive to the 3rd generation
Why we like business coaches and consultants so much!
- You “get it” about the importance of business plans, policies, procedures and, doing the math
- You understand the “realities” of business, not “magical thinking”
- You can make money supporting our customers with your expertise
Use our hundreds of business software templates to expand your practice, demonstrate to clients how much more you offer, remotely collaborate with them, and even streamline managing more clients using our platform. We’ll even send you more clients.
30+ years of proven software and content experience
If you’ve used or tools before, you’ll be thrilled how they’ve evolved into
a powerful platform that replaces traditional business software.
Updated and integrated into a seamless and secure online collaborative platform — leverages your own business knowledge to attract qualified acquirers.
Subscribe to Any of 3 Options
Choose the business-building toolset you need now… Add more as you grow
Or, Get LIFETIME, Paid-in-Full Access to EVERYTHING for a One-Time Investment of $997
“It’s the thought leadership management for your entire company.”
Strategic Planning, Start-Up and Growth Funding
Start / Finance / Grow Efficiently
- Featuring BizPlanBuilder 2021 – Everything to Produce a Winning Strategic Business Plan to Sell Your Compnay
- Multiple Financial Models Project Revenue, Costs, Profits, Valuation
- 100% Customizable Excel Models
- “Elevator” Pitch Worksheet
- Proven Buyer Presentation Deck
- Funding Resources
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Includes Stock Options Templates
- Shareholder & Options Tracking
- Corporate, LLC Docs
- Board Minutes
- Finance & Collections docs
- Videos Explain All Concepts
- “Handbook of Business Planning”
Marketing, Public Relations, Sales and Social Media
Everything to Grow Sales
- Featuring Marketing Builder strategic plan template prioritizes tactics
- 30+ Calculators do the math for you
- Branding / Creative Development Worksheets
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Public Relations / Media Management with PR Calendar & Calculators
- Get free promotion in the media
- 20+ Press Release Templates
- Comprehensive PR Tutorial
- Website Testing Tools
- Sales Proposal Builder
- Sample Sales & Reseller Contracts
- Prospecting & Appointment-Setting
- Scripts, Emails, Letters
- Sample Customer Service Responses
Choose All 3
Get Everything!
Cloud-Based Apps and Templates
Works for Both Windows and/or Macintosh
Continue Subscription for Ongoing Updates
Covers all users
Cancel/Suspend any time
(We’ll Save Your Work)
Price Protection
Keep making the low payments and
keep your credit card up to date,
you can enjoy your low-price
subscription to Business Power Tools
for as long as you want.
Add Unlimited Team & Advisors
for $1 / mo Each
Enhanced 128-bit Cyber Security
You Control Access, User by User
Allow collaboration or just read-only
Employee Policies and Procedures Handbooks
Organize & Manage Your People
- Featuring Employee Manual Builder 2021 with 200+ professionally scripted sample Policies and Procedures templates
- Compliant State x State
- OSHA Safety Training Manual
- Injury & Illness Prevention Plan w/ 161 Safe Work practices
- 700+ Sample Job Descriptions
- Interview Questions & Templates
- Candidate Evaluation Worksheets
- Hiring & Onboarding Correspondence
- Employment Agreements
- CRM: Advisors, Vendors, VIPs
- Tasks, Events, Promos, Proposals
- Security Policies & Procedures
- Discipline & Termination Documentation
- “Manager’s Procedures Guide” +
- “How to Avoid Ruinous Litigation”
New “All-In-One” system saves time with real-world document and spreadsheet templates… Maximizes business valuation.
We baked-in everything to make your business most attractive to buyers…
The Most Templates and Tools in One Workspace
All Apps Work Alike and Together
- Almost ZERO Learning Curve!
- Does the Job of Hundreds of Apps — Without Wasting Your Time Learning to Use Each and Every One
- Easy-to-Use System Enables You to Complete Critical Projects Quickly
- All Tools Are Built On the Same Platform — Ongoing Updates Included
- Click From Project To Project — Each Works Just as You’d Expect
- Mindfully Curated, Developed and Evolved Over 30+ Years
- Edited By a Former Sharper Image® Catalog Copywriter
Everything is Fully Customizable
Your Business Your Way
- Private Label — Insert Your Own Branding / Image / Logo
- Include Your Slogan (255 characters)
- Customize Any / All of the Templates
- Upload Your Own Content / Create New, Re-Usable Custom Templates
- “Priorities” Lists for Every Area
- Excel-Based Calculators Do / Show All the Math for Better Decisions
- Insert Your Preferred RSS Feeds
- System Keeps All Documents Secure & Organized for Easy Access
- Serves as a “Secure Data Room” Expedites Future Due-Diligence
Include as Many Team and Advisors as You Want
Secure Collaborative Workspace
- Research Proves that Teams Buy-In to What They Help Create
- Remote Work Empowered — Perfect for All Team Members, Advisors, Employees, and Investors to Collaborate, Contribute, or Review
- For Now, Just +$1 / Month Each
- CRM System Included Tracks VIPs, Projects, Campaigns, Proposals, Events
- You Have Complete and Secure Control Over Everything Anyone Can Access
- App by App — Each with Admin, Edit, or Read-Only Privileges
- Consultants Save Time With Clients
Modernizes your process. Simplifies delivering more help to more clients.
Now you can quickly demonstrate how much you can do.
And how easily you can work together — especially remotely.
What if you could easily and profitably…
- Amplify your services portfolio and increase your value proposition.
- Add new capabilities to rejuvenate old client relationships.
- Add $2,500 – $10,000 recurring revenue per month per client.
- Access client projects and collaborate remotely from anywhere / anytime.
- Differentiate yourself in the business consulting marketplace.
- Produce multiple business plans in different industries for a variety of clients.
- Save time educating clients as they work with you.
- Get referrals from more clients right when they need your help.
- Rebrand this white-labeled platform and use it to promote yourself.
- Monetize leads you may otherwise dismiss.
- All of the above!
What do your clients need next?
Our system is best suited to startups needing structure and companies needing processes to grow to the next level. Depending on where your clients are now and what you’ve done with them so far, how might you support them next? They might say:
- I need capital to expand… I can help you develop or update your business plan.
- My employees don’t know what to do… Do you have good job descriptions?
- I’m afraid to fire this guy… Let’s review your employee policies and handbook.
- I must increase sales… Do you have a good selling strategy, customer service?
- My marketing is all over the place… Do you need a new strategy? PR?
- My company culture needs work… Ok, let’s review your policies, procedures, and values.
Venture capitalist speaks his mind about startup funding, business plans, raising capital… and what he’s looking for as an investor — the same rules apply to business acquirers.
“I am writing to you today to express my appreciation for the use of your products over the years. Your technology in this complicated area of business planning, regulatory, HR and safety, and financial monitoring is crucial to the success of a budding business as they begin, and then begin to climb towards outside investment. I am a retired insurance CEO that now consults and mentors young entrepreneurs who aspire to follow in my footsteps. The last two projects are now producing over $1 million in revenue per month, and both are less than two years old. I operate in the micro-niche space of insurance programs. This space takes the carrier out of control and places that control in the hands of these young impresarios steeped in technology, but without the tattoo of years of experience on their resume. That’s what I bring to the table, along with my intellectual property and business relationships with insurers and global reinsurers.
I tell them as a coach, quoting Muhammed Ali, “it ain’t bragging – if you can back it up.” These kids have great spreadsheet skills, but it is the fine print and government regulations that harbor the “gotchas” that sink investor presentations. And this tactic is a favorite with venture capitalists as they “sift fly spec out of pepper” when it comes to which pitchman has the execution skills to keep their investment from sinking into a regulatory pit of quicksand. Your tool is my favorite “go-to” tool, and I recommend it strenuously to my clients; if they whine or discount its value, I second guess my involvement. Because I am a major long-term investor in their success – if they don’t grow and hit each milestone on target, I have wasted my time. And I’m too old to be drilling dry holes.
Let’s continue to talk about how we can conspire to broaden the use of your products to buttress my investments in these new ventures, and I believe customization is a place to start.”
Daniel W. Crandall, CIC, ARM
President and CEO, Fernandina Beach, FL 32034
Mbl: 208-781-2097 | [email protected]
“I’ve used your services for many years and always found both the products and your customer support to be excellent. Thanks and keep helping others.”
~ Gerald (“Jerry”) K. Beckmann, Lantana, TX
Modern design with easy-to-use navigation and controls manages all content to organize, simplify, and systematize your business for maximum valuation…
This video shows how easy it is to access and use the variety of digital tools now at your fingertips
“The customizable encyclopedia of everything you need to know about your business… but were afraid to ask!”
~ Michael E. Gerber, “E-Myth” author
“Now I can recommend a standardized financial proforma that all of my clients can use. BizPlanBuilder’s financial model has just the right level of detail (without too much!) in the same format every time, eliminating the crazy-making submissions from so many amateurs I used to get.”
~ Robert Steven Kramarz, Investor, Author, Executive Director, Intelliversity The Funding Academy for Innovators – Led by Investors
Give Your Teams Swiss Army Knives
There is a transition in every company from a “seat of the pants” kind of entrepreneurial company to a “process driven” mechanized one… The reality is that you need to standardize many things in a company if you’re to scale quickly…”
~ Mark Suster, entrepreneur turned VC at @UpfrontVC
“The tools you offer through your site are invaluable to consultants both old and new.
What you offer is something unique, interactive, and educational.
It takes some of the leg work off of the consultant and can be one of the most valuable tools in his or her toolbox.”~ David Kulawiak, Risk Management Specialists, Evanston, IL, DavidKConsulting.com
“As former president of the Connecticut Chapter and active national director of the 8,000 member Turnaround Management Association, I’ve been using BizPlanBuilder in my successful consulting practice since our first conversation 15 years ago. It’s fantastic!”
~ Stephen A. Oster, The Oster Group, Inc., Greenwich, CT
“I have used both Business Plan Pro and BizPlanBuilder in my past management positions. With all the so-called sample plans in Business Plan Pro, it’s easy to think you have the final product. You really don’t — it’s not really that user friendly especially if you are not comfortable writing the narrative. Instead, with BizPlanBuilder, it’s much easier for me to help a client develop a professional business plan that I don’t have to entirely rewrite.”
~ Sajata Strong, Area Director, Clark Atlanta University SBDC, School of Business Administration, Atlanta, GA
“I love the program! It suits my business needs, professional and easy to use.” ~ Mae Clark, Carlisle Group, Inc., Dallas, TX
“Just a note of thanks and appreciation for dealing with you over the years. I have found your software to be unique, easy to use and very helpful in my practice. Also, I deeply appreciated the excellent response you gave when I needed help.”
~ Ben Clements, Newtown, PA
Why does the DEA sell confiscated airplanes for half price?!?
They’ve Got No Log books!
Engine history?
Damage repairs?
Who knows? But…
Must need work!
Documentation Adds Value!
M&A Advisers…
Whether you make your real money on the deals or on getting clients ready,
the Business Power Tools platform can help manage the heavy-lifting.
Instantly build value in your clients’ companies
Helps you and your firm save time educating and preparing clients for high-value mergers, acquisitions, or recapitalizations, and your clients can do much of the work for you!
Your Business is Your Biggest Asset
Most business owners and growing company CEOs are so caught up in their day-to-day that they can overlook the opportunity that their business itself is their biggest, most valuable product.
Think of Business Power Tools as your company brain-trust…
Your “airplane log books” — that go along with it.
Much of the real value here is in the collaborative workbench with its easy organization and access…
It’s got everything you need—even serves as a secure data room—perfect for sharing with investors or acquirers
Makes “due-diligence” is easier on buyers or investors.
And your valuation could be for 2X? 3X? More? That much faster!
These tools have worked for many business advisors like you
Here’s what other business owners say:
“Iown a full service Advertising Agency in NH. I use several of your products on a regular basis. We use Employee Manual Maker and Employee File Builder for HR, Agreement Builder to build many of our agreements with long-term clients, customers, and vendors, MarketingBuilder to build the templates to many of our marketing, advertising, and public relations plans, and BizPlanBuilder to build our business plan and corporate structure.
You don’t have to be new to business to use these plans. I’ve been in business for nearly 25 years, and I find these programs every bit as useful now as I did when I was learning as a new business owner. I maintain my upgrades because there is always new and better information supplied in the programs.
These guys know EXACTLY what they are doing, and how to do it. I had one situation where BizPlanBuilder came in unbelievably useful. I was hired by a small record label in Tampa, FL to put together a business and marketing plan for them to use to raise $350,000 in capital for their company. I was also hired to make the presentations to potential investors. Using both BizPlanBuilder and MarketingBuilder, I created the needed presentation.
My first appointment was with seven Tampa Bay Buccaneers interested in investing. After making my 35-minute presentation, I was unable to raise the $350,000 the record label wanted to raise. These seven men wrote checks totaling $575,000! Super Bowl thanks to you for creating such a fantastic software package. I use several of their products regularly in my business. I wouldn’t even try to expand my business without them.”
~ James J. Albion, President, ZMJ Enterprises, Marketing & Advertising Agency, Dover, NH, www.zmjenterprises.com
“Even for experienced managers it’s an excellent way to organize new ventures and bring out [winning direction].”
~ R. Bradley, Int. Info. Assoc. Inc., Yardly, PA
“What I’ve been looking for in the last year! Thank you.”
~ Larry Ballard, Consultant, Litchfield, IL
“The BizPlan Builder is clear and easy to use for individual clients and groups.”
~ Robert Davis, Julius and James, LTD., Springfield, IL
Price Protection
Keep making the low payments and keep your credit card up to date,
you can enjoy this low-price subscription to all of our Business Power Tools
as long as you want!
Add unlimited additional team & advisors
to your subscription for just $1 / mo each!
