Professional Business Plans

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PlanMagic Business provides you with a full package to complete your business plan, and project your financials. The Advanced Edition (AE) offers 3 investor pitches,an executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide and more. The business plan package includes:

Special features

  • Easy to use - Use of simple and understandable terms, clearly outlined.
  • Print wizard - Business financial printouts are preformatted in Letter, Legal or A4 paper size.
  • Sales tax - Financials handle US sales tax, VAT, GST or similar calculations.
  • Multiple currency - The financials can use any currency, and you can use the exchange rate multiplier (AE only) to quickly update all the values.
  • Business plan templates - Several specific business plan templates.
  • Sales estimation - Versatile sales estimation for most product & services.
business plan Upmetrics Liveplan Enloop

 

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PLAN TO STARTUP, EXPAND OR MONITOR ANY BUSINESS LIKE A PRO

business plan Upmetrics Liveplan Enloop

BUSINESS PLAN TEMPLATES

The preferred format business plan templates for investors, SBA, banks and angel investors in MS Word format.

You don't have to create your own contents from scratch or delete most of it as may be the case with a sample business plan. The program includes a complete template and one of the following of your choicee. You can always purchase additional business plan templates. The business plan template is fully geared towards product or services related businesses. Easily add project plans, phasing diagrams, floor plans, specific plans and insert any data from the financial application.

Templates  
  Business types

CLOSE-TO-REALITY BUSINESS PLAN FINANCIALS

Trend setting financial application written in MS Excel that has no competition when it comes to close-to-reality fully automated projections. You will not find a better solution as specific, as detailed, and as automated. Enter some main assumptions and start entering your financial data into the clearly marked cells. Use it for a distributor business plan but also for ongoing monitoring of your distributor business.

Key advantages

  • Offers PlanMagic's Smart Entry System (SES)™ to minimize and significantly speed up data entry.
  • Validation checks for data consistency.
  • Development can start up to 5 years prior to operations.
  • Fiscal year and forecasts can start in any month.
  • Forecasts include monthly (3 years), quarterly (3 years), and annual (5 years).
  • Up to 5 years (10 years in AE) can be forecast in one financial workbook.
  • Views are collapsible for clear summaries.
  • Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
  • Projected balance sheets that are always balanced.
  • More than 40 charts illustrate trends in expenses, sales, revenues, cash flow and more.
  • Conferencing or external consultants - easily export selected worksheets to values-only workbooks.

With the Advanced Edition - AE - you can plan up to 10 years and enjoy more detailed financial analysis and reports that surpass even the most expensive accounting programs.

Financial details Screenshots Charts Dashboard
10 year business plan

business plan financials

STARTUP BUSINESS GUIDE

A complete online startup business guide that covers subjects such as organizational structure, financing (owners' equity, foreign capital), marketing (market analysis, business goals, marketing strategies, advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios) and more. The Advanced Edition also includes an online Web marketing guide.

BUSINESS PLAN PRESENTATION

Easy to complete presentation template (> 50 slides) in PPT (MS PowerPoint) format. You can copy text from the document templates, link to tables in the document template, or link to worksheet data in the financial application. The template contains the same chapters and subchapters as the business plan templates.

business plan      business plan Upmetrics Liveplan Enloop

INVESTOR PITCH DECKS (AE only)

The Advanced Edition includes professional investor pitch decks with 25+ slides in PPT(X) (MS PowerPoint) format. Everything you must include in the investor pitch for your business plan has been beautifully prepared.

The Portrait layout deck

business plan      business plan Upmetrics Liveplan Enloop

The Widescreen layout deck

business plan  

The Lean Pitch deck

Both the Standard and the Advanced Edition include a lean investor pitch with slides in PPT(X) (MS PowerPoint) format. Great to make that first important impression count.

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Minimum requirements
MS Windows 7/8/10/11 32/64-bit
and MS Office 2013/2016/2019+/365

 This superb tool allows me to generate 5/10-year proforma financial statements and perform the necessary sensitivity analysis that my clients expect.  

Business Plan Experts

COMPLETE BUSINESS PLAN SOLUTION

MS Office, MS Word, MS Excel and MS PowerPoint are registered trademarks of Microsoft Corporation,
PlanMagic is a registered trademark of PlanMagic Corporation. All copyrights acknowledged.

 All in all, from the first model I have purchased, your business plans are by far the best I have seen in terms of structure, contents, and relevance to what I am looking for in a business plan.