Investment Banker Reviews Business Power Tools

A Coordinated System of Remarkably Easy to Use Document and Spreadsheet Templates for
Organizing, Financing, Running, and Someday Selling Your Business

by Dr. Paul M. Wendee, DBA, MBA, CFP®

Dear Burke,

As you know, I’ve advised entrepreneurs growing businesses for more than 30 years.

Their problems?
How to handle the everyday challenges of organizing, planning, funding, managing, marketing, policies, procedures, sales… and everything else!

Our relationship often begins with a single issue, but they keep me on to guide them through the endless challenges.

As you might imagine, there are hundreds of apps to address these issues.
But who has time — not only to address the issues, but to learn all the apps?

Initially, I tried digging up and repurposing some old documents, and downloading some random templates for free, but there was no coordination or continuity between them.

The best tool I found for solving my problems is Business Power Tools.

After clicking around on the dashboard, I discovered all kinds of useful tasks I could help my clients accomplish more effectively and efficiently – for both of us.

Like writing a business plan to pitch angel and venture capital investors to strategic planning, to producing a mindful employee policies handbook, to documenting procedures, publishing an OSHA safety training manual, to writing press releases, and more.

Document templates simplify business issues where you just don’t know how to do it or what to say or how to say it. They’re easy to customize into your own voice.

Heck, the typing alone is worth as much as $10,000!

Excel financial model templates are easy even for non-financial people to calculate market share, capital requirements, break-even, valuation, lifetime customer value, marketing budgets, pricing and more.

I’m astounded at the quantity and quality of the system and templates.

I can easily see why so many founders, business owners, and advisors love it.

Hundreds of problems have now been solved for you.
By the 80:20 rule, 80% of the work is done for your 20% of the effort.

I also find these additional features to be of great benefit:

The entire system is designed for DIY as an economical alternative to paying $5,000 to $10,000 or more to develop all of these pieces for you. However, given the security and collaborative nature of the system, it often turns out that the best solution can be achieved with on-demand help from a CPA/Coach/Consultant who can work with you.
This is what I do.
Business Power Tools even offers a directory of experts already familiar with the system and tools, but you can easily share with other advisors.
The collaborative “toolbox” and dashboard keeps documents organized and prevents
“conflicting copies” frequently associated with sharing Google docs, DropBox, etc.
(Which version are we using? Where are your changes?)
The entire platform is secure and the Admin can give an unlimited number of users
“Read-Only” or “Read/Write” access.

When the time comes for an ownership change (investors, sale or transfer) everything is already organized and easy to share, making due diligence a snap for a higher valuation and quicker sale.

Like me, many business advisors find the Business Power Tools platform handy as a sales tool we can brand as our own and use to demonstrate to clients how much more we can do for them.

I find that the more I use it, the more I use it. It’s intuitive, it works as expected, and the video tutorials, helpful commentary and direction throughout saves time learning, and affords my clients and me the leverage to get things done.

I highly recommend Business Power Tools to any entrepreneur, management team, as well as advisors, consultants, or accelerators who work with startups or growing companies.