Why CEOs, COOs, and CFOs love how these tools solve problems and drive success.
Whether it’s planning, funding, compliance, management, or everything else, these proven tools give you the clarity, control, and efficiency you need to make smarter decisions, faster.
Because your time is too valuable for anything less.
What Michael Gerber said when he saw it…
“The customizable encyclopedia of everything you need to know about your business…
but were afraid to ask! It’s the mechanism for implementing everything I teach about
working ON your business vs. IN it!”
~ Michael E. Gerber, Author: “The E-Myth”, Michael E. Gerber Companies
…Easy to use and very helpful in my practice.
“It’s increasingly difficult to pick winners as a tech investor. There is a way around this confusion. Bet on the right team and ABOVE ALL, make sure it won’t fall apart under stress, conflict or lack of incentive. This means I’m interested in how to build and invest in new companies based on the people involved. Personally, I’m driven to help investors make successful investments in startups and to help startups fund their vision.”
~ Rob Kramarz, Shepherd Ventures III, Austin TX
Get organized, funded, and growing with the most
comprehensive business development system on Earth.
Growing and evolving collection of document and financial model templates simplify developing successful systems and structure for faster growth and profitability, without guesswork or overwhelm.
Plan, project sales, costs & profits, coordinate marketing, establish policies and procedures, send press releases, raise capital…
Complete sorely-needed and often-neglected projects you’ve probably wanted done for some time.
With these behind you, the bottleneck to growth opens and everything becomes simpler and easier.
Strategic Planning, Start-Up
and Growth FundingStart / Finance / Grow Efficiently
- Includes BizPlanBuilder® – Create an evolving strategic business plan to organize, raise capital, pivot, scale, sell…
- Multiple financial models project Revenue, Costs, Profits, Valuation
- 100% customizable Excel models
- “Elevator” pitch worksheet
- Proven investor presentation deck
- Funding resources
- CRM: advisors, vendors, VIPs
- Tasks, events, promos, proposals
- Stock options documentation
- Shareholder & options tracking
- Corporate, LLC docs
- Board minutes
- Finance & collections letters
- Videos explain all concepts
- “Handbook of Business Planning”
- Financing Toolset Details Here…
- Regularly $27 / Mo -Or- $270 / Yr
Marketing, Public Relations,
Sales and Social MediaEverything to Grow Sales
- Includes Marketing Builder strategic plan template, prioritizes tactics
- 30+ Calculators – (Excel) Budgets, analyze options, pricing, deals
- Positioning / Branding / Naming / 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
- Sales Proposal Builder
- Sample sales & reseller contracts
- Prospecting & appointment-setting
- Scripts, emails, letters
- Considerate customer service responses
- Marketing Toolset Details Here…
- Regularly $37 / Mo -Or- $370 / Yr
Employee Policies & Procedures
Reduce Friction
Organize & Manage Your People
- Includes Employee Manual Builder with 200+ professionally scripted sample policies & procedures
- 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”
- Management Toolset Details Here…
- Regularly $47 / Mo -Or- $470 / Yr
Your own customizable, collaborative dashboard loaded with ALL of our proven documents, models, calculators, CRM, videos, and more to organize, fund, run, grow, and even sell your company.
Everything you need in one organized and intuitive business management dashboard.
It’s never been easier for you and your team to update and upgrade your management processes end-to-end.
Unlike prompt-only [native] AI business plans, these “content-rich” prompts provide full context for AI to do its best work.
We gathered and curated text and ideas from actual, successful business plans we’ve developed over the years.
We added specific prompts instructing your AI to incorporate all of that assembled content for context to research and produce your plan.
At the Speed of AI: Months → Weeks → Days → Hours → Minutes
In just minutes, BizPlanBuilder® x AI gathers industry data to describe, quantify, prioritize, and format your business / strategic plan for you…
to bootstrap, raise capital, strategize, onboard your team efficiently, and ultimately sell your business faster for a higher price.
By the time you read books, take courses, and watch videos, you can have a fully functional and ready-to-use dynamic,
data-driven blueprint / roadmap for growth, funding, ongoing operations and/or sale.
Everything you, your team, and investors need to know about your market, customers, competitors, risks, regulations…
Fully analyzed, described, quantified and prioritized. Faster and better than ever.
Access Your Free 14-Day Jump-Start See Planning / Funding Toolset Pricing
Get the tools you need to deal with every phase of your business.
Evolving multi-purpose toolset supports you and your business evolution from startup to sale.
These are “high-class” problems because you got to each one. Now, the road ahead is smoother.
In all of these scenarios, the details are what validate your business and distance you from others competing for similar resources:
- Start-Up – Incorporate the key components to get started the right way,
minimize unforced errors, and “bootstrap” toward funding (if needed)
- Raising Capital – Build credibility and demonstrate believability with investors & lenders.
SBA loans require a business plan. (Investors & lenders actually read them.)
Easily accelerate the time it takes to get the money you need by 3-6 months.
- Non-Profit – Everything applies and goes all the way toward dazzling donors with
your efficiencies and careful use of their funds to maximize their “Return on Impact.”
- Growing Company – Repeatable, scalable processes require organization, building teams,
and managing employees. Control the chaos before it starts and continue growing smoothly.
- Onboarding – What faster way is there to get new team members engaged
and up to speed in your business?
- Struggling – This sucks, but I’ve been there myself back when and my business plan
pulled me out of the ditch. This deal is easily within your reach and just may save your bacon.
- Recently Funded – Plan before you burn all that cash, and put systems in place
to make the most of the investment(s) in your company
- Deal with a Big Corp – Build credibility. Can your business deliver on a big deal?
They’ll want proof you have your act together. (We started Business Power Tools with a business plan for a friend to land a deal with Apple. That evolved into our BizPlanBuilder and everything else.)
- Ongoing Strategic Planning – It’s good to regularly revisit your “first principles:”
The Problem you solve, your Customers, the Market, your Operation, your Team… What’s changed?
What do you want to change? Engaging your team in a guided, collaborative process makes it easy.
- Licensing – Bypass all of the above. An alternative to building a company is licensing your product / intellectual property to an established company with the resources, distribution, and sales force. Just collect royalties.
- Sale – Builds your case for a bright, sustainable future and higher valuation.
Add the processes and systems that make it attractive to sell faster at a higher price.
- Succession – Everything your kids / new owners need to successfully continue what you started.
If you carry-back some of the financing, this is especially critical for you.
Your products have saved me MUCH time and energy.
“I have been a long-time customer of Business Power Tools using BizPlanBuilder to start several companies, including one public company, with three more in the works. Your products have saved me MUCH time and energy.”
~ Russ Benefield, Pompano Beach, FL
…Easy to use and very helpful in my practice.
“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 they’re better than what I can get for FREE?
Free tools may seem like a quick fix, but they lack the depth and detail of a proven system.
Business Power Tools does more than save you time; here are expert-guided templates and scalable solutions enabling you to put
crucial infrastructure in place and make strategic decisions with confidence—helping you focus on what truly matters while avoiding costly mistakes.
Here’s what you often get for free…
Really? That’s it? In this case… NOTHING?!??
A blank form?
What are you supposed to say here?
What are investors, lenders, and others looking for?
Isn’t that why you’re here?
There’s Often a Good Reason it’s Free
They want to tease you toward buying something else.
Many are just devices (“lead magnets”) to capture your contact information.
This is no time to fool around with empty “click bait.”
Just get it done. No more books, classes or webinars…
Get in front of investors, lenders, or buyers as much as 3-6 months sooner!
Before someone else beats you to it!
Compare that with what you get with Business Power Tools:
NO BLANK PAGES. NO WRITER’S BLOCK!
Company info inserts in all the right places, saving even more typing.
Any blanks are filled-in with multiple-choice prompts you can actually use.
Easily customize everything to describe your unique business your way.
Just edit the parts you need, add your ideas, and build as you go.
Sold His Company for $75,000,000
“I found it especially difficult to articulate my plan in a manner that would attract investors and the bank. I purchased BizPlanBuilder and developed my plan. There is a lot of detail in between, but, to get to the point… my plan, thanks to BizPlanBuilder, became a multi-million dollar company located in five states, and recently sold to a larger public company for more than $75,000,000.
With gratitude, I wish you and your staff kindest regards and THANK YOU!”
~ Brian Kahan, Boca Raton, FL
Why Business Power Tools. Why you. Why now.
In the exhilarating sprint to grow your business, some critical elements can get overlooked…
This is the system to successfully implement the infrastructure to scale your business to millions and beyond.
The Most Templates & Tools
All apps work alike and together.
- Almost ZERO learning curve!
- Does the job of hundreds of apps
without you wasting your time
learning to use every. Single. One.
- Easy-to-use system.
Complete critical projects quickly.- All tools are built on the same platform.
- Ongoing updates included.
- Collaborate without conflicting copies.
- Click from project to project,
each works just as you’d expect- Mindfully curated,
developed and evolved over 35+ years.- Edited by a former Sharper Image®
catalog copywriter.
Everything is Fully Customizable
Your business your way.
- Private label — Insert your own branding.
- Include your logo / slogan / tagline.
- Customize any / all of the templates.
- Company data fills in automatically,
saves typing, speeds completion.- 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.
100% customizable for your business.- Insert your preferred RSS feeds.
- Consultants save time educating clients.
- Expedites due-diligence for faster funding or sale.
Include Unlimited Team & Advisors
Secure, collaborative workspace
- Teams engage and buy-In to priorities,
Changes and what they help create.- Remote work empowered. All team members, advisors, and investors.
Collaborate, contribute, or review.- For now, just +$1 / month each
- CRM system tracks VIPs, projects,
campaigns, proposals, events.- Complete and secure control over
everything anyone can access.- App by app — Each with admin,
edit, or read-only privileges.- System keeps all documents securely
organized for easy access.- Serves as a “Secure Data Room.“
Designed for strategic planning, investors, SBA loans, and building a business you, your team, and investors can believe in.
Now, by the time you’d otherwise read books, take courses, and watch videos, you’ll have a fully functional and ready-to-use
dynamic, data-driven operating playbook with the market research, analysis, and recommended actions prioritized by highest probability, least competition, and lowest risk — providing clear direction for bootstrapping, growth, funding, ongoing operations and/or acquisition.
All of the Above + the Dashboard
Upgrade to the Complete AI/Data-Driven, Strategic Growth Analysis,
Design & Operational Roadmap Planning System
- Our Best Deal for Start-ups, Early stage, Growing companies, & Non-profits
Includes the most tools & template options
+ Expanded dashboard Updated BizPlanBuilder Business Design System
Ideal for Start-ups / Strategic planning
Bootstrapping / Concept evaluation / Budgeting
Raising capital / SBA loans / Exit staging
Efficiencies for advisors & accelerators- Prompted AI / Data-Driven Content for Authentic Context
Research, analyze, prioritize, de-risk, validate...
Automatically customizes and applies to your
specific industry precisely the way you want to define it.
Avoids degraded distortion of generic templates.We gathered and curated text and ideas from actual, successful business plans we developed over the years.
We added specific prompts instructing your AI to incorporate all of that assembled content for context to research and produce your operational plan / roadmap. - Everything You, Your Team, Investors Need to Know.
Ideal for startups, bootstrapping, reorganizing,
SBA loans, raising capital or staging your exit.
Better and faster than ever. Videos Introduce Each Section
Preview what Investors / Lenders / Acquirers are looking for
and... what they're looking-out for!
Comments throughout all templates offer
suggestions, tips, and warnings.- Wizard-driven Financial Model
Makes it Easy to Project Sales, Costs, Profits, Headcount - +3 Fully Customizable Excel-based Financial Workbooks
"Visionary Funding" | "Expansion Plan" | "Non-Profit"
5-Yr Projection Models / 10-Yr Model (Optional)
Easily adaptable to model your organization your way.
Insert your assumptions - No formulas, no MBA needed.
Capital required, Pre-money Valuation, Cap Table, CPA reviewed.If you are an Excel user, you'll love the total flexibility to customize your financial model.
Need an Excel expert? You can find them in our Expert Referral Network! Proven Pitch Deck
PowerPoint® / Keynote® template
Slides guide you step-by-step through a successful presentation.
Demonstrate what to do and reveal what not to do.- Intro Letters, Templates, and Worksheets
Invite Advisors & Board Members
Cover letters to Friends & Family, Investors, Lenders...
"Elevator" pitch worksheet hones your perfect 30-second intro - BONUS: Incentive Stock Options Plan
Compensate consultants, advisors, and others who help you.
Save cash and inspire your people with ownership shares.
Capitalization Worksheet tracks Shareholder Ownership - BONUS: Corporation & LLC formation Doc Templates
Articles, By-Laws, Operating Agreement, Unit Allocation... - Funding Resources
Sources of Angel Investors, Venture Capital, and Lenders.
"Funding Plan" strategy for attracting investors. - BONUS: CONTACTS (CRM System) Manages:
VIPs, Vendors, Investors...
+ Tasks + Events + Programs + Proposals - Global 24/7 Secure Access
Automatic Back-up & Restore - No Contract, No Commitment
Cancel / Suspend Anytime
Your work is automatically saved.Use the system as long as you need it.
You may want to keep it open and allow investors and certain others read-only access. - Compatible with All Browsers
Progressive & scalable — Start small, Come back, Edit, Add.
Just drag 'n drop to change order.
Follow step x step or jump in anywhere. - Add Unlimited Number of Team, Advisors to Collaborate
for $1 / mo each.
Also between PCs Macs.
You control all access to panels/apps.Add an unlimited number of users...
Selected members of your team can access any/all of the apps in your subscription -- You control access as well as read / write or read-only permission. - * Secure Data Room for Sharing Investment Docs *
Include Investors, Lenders, Professors as Users
to Access & Review Plans, Models, and Pitch Deck
It’s the strategic business operating planning system to use for clarity, consensus, coordination, capital… quickly.
Imagine slashing 80% of the time it normally takes to create an investor-ready business plan, locking in professional credibility, and stepping into every pitch knowing you’ve got answers to the tough questions.
36+ years of successful experience at your fingertips you can use every day to solve problems and make things happen.
The tools, templates, and training are all here and done-for-you. Just click and customize to your desire.
If you’re going for it no-matter-what and growing your business,
making it more successful, more systemized, and more secure…
- - CANVAS -
Comprehensive company canvas / Bulletin board.
Our version of a business model canvas - Better, Bigger - Organizes All of Your Documents.
Maintains secure "Single Source of Truth" - organized, and easy to share.
Makes Due-Diligence for Investors/Acquirers fast & easy.Having an organized set of documents, models and presentations readily available for review by investors, acquirors, or partners enables them to act quickly...
Get the Money Sooner! - - STRATEGIC BUSINESS / OPERATING PLAN -
BizPlanBuilder® strategic planning system.
Evolved & updated 35+ years.All of the tools and templates included in BizPlanBuilder have been updated and integrated into the dashboard.
Includes everything you see under the Business Plan tab on the dashboard.
Plus, Ongoing Updates! - Prompted AI / Data-Driven Content for Authentic Context
Research, analyze, prioritize, de-risk, validate...
Automatically customizes and applies to your
specific industry precisely the way you want to define it.
Avoids degraded distortion of generic templates. - Videos Introduce Each Section
What Investors / Lenders / Acquirers are looking for
and... what they're looking-out for!
Comments throughout all templates offer
suggestions, tips, and warnings. - +3 Fully Customizable Excel-based Financial Workbooks
"Visionary Funding" | "Expansion Plan" | "Non-Profit" models
5-Yr Projection Models / 10-Yr Model (Optional)
Easily adaptable to model your organization your way.
Insert your assumptions - No formulas, no MBA needed.
Capital required, Pre-money Valuation, Cap Table, CPA reviewed.We include the original BizPlanBuilder financial models evolved since 1990! Thoroughly updated in 2024. These are Excel spreadsheets uploaded to our online system. They behave a lot like Excel and can be easily customized to fit your unique business model.
Collaborate with your team online.
These can be exported to Excel; however, if you want to maintain organization and collaboration, best to keep them in the dashboard. Proven Pitch Deck
PowerPoint® / Keynote® template
Slides guide you step-by-step through a successful presentation.
Demonstrate what to do and reveal what not to do.You can download lots pitch decks from established companies, but here we describe the essence of each slide as you progress through an investor presentation.- Ideal for Exit (Sale) / Succession Planning
Maximize Valuation
Sell Sooner for a Higher Price - - CONTACTS -
CRM + Tasks + Events + Proposals
Add key vendorsNot trying to compete with SalesForce, Infusionsoft, Ontraport, and other marketing automation systems, but you do need to keep track of vendors, consultants, and others as well as VIP contacts. - Perfect for VIP Contacts
User-defined fields enable cross-referencing your people every which way. - Use It for Yourself
Manage tasks
Schedule events
Create & track programs - - FINANCE -
Toolset for the [virtual] CFO - BONUS: Funding Resources
Angels, Venture Capital, Lenders - Make Them Pay
Collect your receivables!
Escalating series of friendly → tough letters demand response. - Stock Options Plan
Shareholder tracking worksheet - Financial Contracts
Plain-English agreement templates. - - HR -
Employee Manual Builder
200+ customizable workplace policies.
Protect your business from avoidable legal actions.Covers Just About Everything - Every State This is our proven Employee Manual Builder software updated and transformed into a web-app! In addition to being legal, ethical and compliant, they are also very entrepreneurial to help you build the strongest company possible! - 700+ Customizable Job Profiles
Including goals & priorities
Employees / contractorsThese sample job descriptions enable you to quickly and clearly define your expectations, both for employees as well as independent contractors. In addition to most job descriptions, we include space for Vision, Mission, and Priorities -- Important to people who believe in your company purpose! - HR Correspondence & Documentation
Hiring / Discipline / Termination
Includes Ongoing UpdatesIncludes Offer letters, Progressive Discipline worksheets, and notices, etc. - HR Contracts
Plain-English Agreement Templates - - LEGAL -
Contract Templates, IP Tracking
"Handbook of Business Law"
Get a head-start with your attorney.
Sample contract templates
Corporate docs, Intellectual Property Management
Basic Business Law Tutorial for Entrepreneurs / Business Owners - Corporate / LLC Formation Docs
- - MANAGEMENT -
Tools & Templates to Lead Your Company
"One-Page Leadership" Duties & KPIs - Corporate Governance
Board Meeting Minutes
Buy-Sell Agreement - - MARKETING -
Comprehensive Strategic Marketing Plan TemplateOur proven Marketing Builder software updated and transformed into a web-app...
Includes everything you see under the Marketing tab on the dashboard.
Plus, Ongoing Updates! - 36 Excel-based Analysis Calculators
Evaluate prmotional ideas & compare costs
Turn complex mathematical marketing conundrums into easy decisionsThey’re great for understanding deals, prioritizing strategies, and making good decisions!Among them you’ll find the methods and formulas, the words and advice to help you target your customers, analyze your competition, determine the future value of customers, prioritize and budget product launches, even evaluate new hires!
- Branding / Creative Brief Worksheets
Selling Plan
Website Testing Apps - - PR & MEDIA -
PR Budget, Planning WorksheetsIncludes Everything On the PR & Media Panel
Plus, Ongoing Updates! - FREE Promotion in All Media
22 Sample Press Releases
Media Calendar
Comprehensive "How-to" PR Tutorial - Marketing / Reseller Contracts
Plain-English Agreement Templates - - OPERATIONS -
Ideal for Systematizing Your CompanyIf you are ever going to be able to take a vacation with a clear conscience, your people need to be properly trained on what to do, backed with complete documentation easily available to them -- making it unnecessary to always need you! - Safety Plan Builder OSHA Compliance
Injury & Illness Prevention HandbookCovers 161+ Safe Work Practices - all documented and editable online. Print out your manual in Word or [best practice] provide online access to your employees to assure awareness of up-to-date practices and procedures. - Security & Loss Prevention
Procedures to Protect Your Business - - R & D -
Product Plans, Development Contracts - Excel-Based Calculators
Evaluate product priorities
Makes better decision-making easier - - SALES -
Announcements, Prospecting &
Appointment-Setting Letters - Sales Proposal Builder
- Customer Contact & Customer Service
Scripts & Email Templates
Configurable your way, in your voice - Sample Sales Contracts
Plain-English Agreement Templates - Compatible with All Browsers
Progressive & scalable — Start small, Come back, Edit, Add.
Just drag 'n drop to change order.
Follow step x step or jump in anywhere. - Collaboration
Windows ↔ Mac
Add as many people as you want
Allow Editing Or Just Read-Only Permission
Work Together with Your Team & Advisors
Add Prospective Investors / Buyers with Read-Only Access - No Contract, No Commitment
Cancel / Suspend Anytime
Your work is automatically saved.