BizFilings' Ultimate Business Planner
 A well-conceived business plan can be the most important factor in the success of a business. A business plan can help you determine if your business will be a financial success, define your business goals, and identify the best methods for achieving those goals. It can be used internally to communicate goals and strategies to key employees — and can be used externally to obtain funding.
Many investors want to know the "ins and outs" of your business. As a result, your business plan needs to explain your products and services, markets, competition, industry, operations, and opportunities. Without a solid plan, a business may lose focus, market share, customers, money, and potential investors, or a new business may never get off the ground.
You don't need any special business expertise to use Ultimate Business Planner. Its easy-to-use, step-by-step approach breaks down the process of writing a business plan into two main sections -- forecasting your financials and writing your plan.
BizFilings' Ultimate Business Planner guides you through each business-planning step quickly and easily. Developed for entrepreneurs by small-business experts and small-business owners, Ultimate Business Planner simplifies the process of writing a business plan and gives you expert advice, tips, and hints based on proven business practices.
View the Ultimate Business Planner Demo.
System Requirements:
- Pentium or higher
- Windows 95/98/2000/NT/XP or higher
- 16 MB RAM
- 20 MB free hard disk space
- VGA or higher resolution monitor (800 x 600 recommended)
- CD-ROM Drive
Pricing
BizFilings' Ultimate Business Planner sells for $75.
Features of BizFilings' Ultimate Business Planner
You don't need any special business expertise to use Ultimate Business Planner. Its easy-to-use, step-by-step approach breaks down the process of writing a business plan into two main sections -- forecasting your financials and writing your plan.
Ultimate Business Planner prepares your business plan using the recommended format preferred by the U.S. Small Business Administration (SBA), bankers, lending institutions, venture capitalists, and many more. Plus, Ultimate Business Planner includes information about different SBA loan packages and links to on-line loan documents.
Financials
Business plan financials estimate how well your business will perform based on certain assumptions. They identify what will happen to a business if everything goes as planned, or if business is much better or worse than expected. Financial projections are not only essential for potential investors. They also determine whether starting or expanding a business makes financial sense.
In just minutes, Ultimate Business Planner will help you build a comprehensive set of financial projections, complete with reports and charts. You'll not only know whether your idea will make money, but when it will make money. Unlike spreadsheets, you won't have to deal with complicated calculations, create formulas, or design and build reports or graphs. Ultimate Business Planner does it all for you.
Simply answer a few questions, fill-in the blanks, and Ultimate Business Planner does the rest. In minutes you'll create reports such as:
• Profit & Loss Statement
• Balance Sheet
• Cash Plan
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• Sales Projection
• Expense Budget
• Ratio Analysis |
• Break Even Analysis
• Sales by Category
• Expenses by Category |
Additional Features
Export your business plan to MS Word and financial projection to MS Excel for additional formatting options or publish your plan as a PDF file. If you have QuickBooks, you can import your financials and company information from your QuickBooks software. Ultimate Business Planner's Import Wizard will guide you through every step helping create your business plan using your QuickBooks data.
Frequently Asked Questions
Q. What is a business plan?
A. A business plan defines your business goals and identifies the strategies for achieving those goals.
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Q. Why do I need a business plan?
A. Business plans provide a blueprint of how a business will succeed. A business plan is often required for outside investment. Banks and investors want to ensure that business owners have a solid plan in place for a new venture before financing it.
While the business planning process doesn't guarantee success of a new business, it decreases the odds of failure. It reduces risk. Before putting their life savings on the line, responsible business owners prepare a business plan to ensure their investment will not be lost.
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Do I need a financial or accounting background to use Ultimate Business Planner?
A. No. You don't need any special expertise to use BizFilings’ Ultimate Business Planner. BizFilings’ Ultimate Business Planner’s Import Wizard will guide you through every step helping create your business plan using your QuickBooks data.
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Q. Will I be able to import/export business plan information into/from my accounting system?
A. If you have QuickBooks, you can import your financials and company information from your QuickBooks software. Ultimate Business Planner's Import Wizard will guide you through every step helping create your business plan using your QuickBooks data.
You can also export your business plan to MS Word and financial projection to MS Excel for additional formatting options or publish your plan as a PDF file.
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Q. What financial reports/statements are created by Ultimate Business Planner?
A. In just minutes, BizFilings’ Ultimate Business Planner will help you build a comprehensive set of financial projections, complete with reports and charts. You'll not only know whether your idea will make money, but when it will make money. Unlike spreadsheets, you won't have to deal with complicated calculations, create formulas, or design and build reports or graphs. Reports/statements include:
- Profit & Loss Statement
- Balance Sheet
- Cash Plan
- Sales Projection
- Expense Budget
- Ratio Analysis
- Break Even Analysis
- Sales by Category
- Expenses by Category
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Q. Should individuals reading my business plan sign a non-disclosure agreement (NDA)?
A. Non-disclosure agreements typically aren't required for viewing business plans. Venture capital investors and bankers are aware that information provided within a business plan for the purposes of financing is confidential. A "confidentiality clause" added to the beginning of the plan is often sufficient. It might be a good idea to consult a lawyer if you believe an NDA is required.
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Q. How far out should I plan?
A. As a general rule, for an "average" business, a five-year plan is a reasonable starting point. But that doesn't mean mapping out, month-by-month, or week-by-week, what is going to happen over the next 60 months. The level of detail will drop as your plan covers periods further into the future. The cash flows that are tracked weekly or monthly during the first year of operation may be projected by quarter in the second year, and annually in the third through fifth years. Just how this transition from detail to the big picture is managed will depend on your specific business.
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Q. Is BizFilings' Ultimate Business Planner available for all entity types?
A.Yes, BizFilings' Ultimate Business Planner can be used by sole proprietorships, partnerships, limited partnerships (LPs), limited liability partnerships (LLPs), corporations, limited liability companies (LLCs) or nonprofit organizations.
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Learn More About Ultimate Business Planner
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