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Palo Alto Software specializes in creating tools and resources for entrepreneurs in business. One tool we offer is LivePlan, our DIY business planning software. Did you know we also provide professional business planning services? We understand that business planning can be challenging and sometimes a helping hand can make all the difference. Whether you prefer to work independently with occasional support or want us to handle the heavy lifting with hands-on involvement, we're here to help, every step of the way. Your success is our priority, and we're committed to being the partner you need throughout your business planning journey.
LivePlan’s Professional Services
Preparing a business plan is a lot of work, and you often have just one chance to make a great first impression. Crafting a comprehensive business plan also requires a significant investment of time—time that you, as a busy entrepreneur, might not always have. Incorporating the expertise and nuanced touch of an experienced business planner can give you peace of mind, knowing your presentation is as strong as it can be. Our professional services are here to provide you with confidence that your business plan is thorough, strategic, and tailored to your vision by a business planning expert.
Professional Service offerings
Whether you need a comprehensive, start-to-finish business plan, a detailed financial forecast, or a review of the business plan you've already crafted, our professional services are designed to meet you exactly where you are in your planning process. We understand that each project we take on is as unique as the business behind it, which is why we customize our approach to fit the specific scope and requirements of your business idea, no matter the stage or complexity.
Full Business Plan
- Ideal for entrepreneurs who want to save time and maximize their chances of raising capital, you'll receive a lender-ready business plan complete with market research and a financial forecast. You'll work closely with a professional business plan writer who has experience in your industry and will engage with you throughout the planning process. This collaboration ensures drafts are delivered promptly, and your feedback is thoughtfully incorporated between revisions. While you stay involved by supplying your ideas, the writer handles the heavy lifting of crafting a professional, investor-ready document. Our goal is to offer a seamless and collaborative experience that authentically represents your business vision and gives you confidence when meeting with investors.
Financial Forecasts
- For business owners aiming to maximize growth and minimize risk, our financial forecasting service is the ideal solution. If you've crafted your business plan but find the numbers challenging, we can assist with creating a comprehensive financial forecast. You'll work with an expert who will learn about your business and help you set the right goals. They will create custom, forecasted financial statements for your profit & loss, balance sheet, and cash flow, all tailored to your business specifications. Like with a full plan, you'll collaborate closely with a professional throughout the process, reviewing drafts and incorporating your feedback. This collaboration allows you to stay involved while we manage the complex financial details, strengthening your business plan with robust financial projections.
Plan Review
- If you've completed your business plan and financial forecast but want to ensure it's ready for that pitch meeting, our Plan Review service can help. A professional business plan writer will examine every section of your plan, including the financials, providing detailed feedback on how to make it lender-ready. You'll receive actionable insights to refine your plan, giving you confidence that your pitch will be successful. As part of the service, you'll get an introductory meeting and a follow-up call to discuss feedback about your plan. We're here to help you present the strongest possible plan to achieve your business goals.
And more!
- Our professional services are tailored to your requirements, and we're always exploring new ways to support our customers. Whether you're seeking professional guidance or have a unique project in mind, we encourage you to inquire with our professional services team to see how they can help. They'll be happy to discuss your ideas and see how we can customize our offerings to best meet your needs, whatever they may be.
Who can use this service?
We’re here to help anyone who needs our help. No matter your experience level, starting or growing a business can be a complex journey filled with challenges and uncertainties. Whether you're an entrepreneur with a new idea, a small business owner looking to expand, or someone seeking to optimize an existing operation, having a well-crafted plan is essential.
One of our favorite success stories: Lavender Kisses Farm—a former client who utilized our professional services to help them start their business.
If you want our help, we're here to support you every step of the way, providing guidance and expertise wherever you are and whatever help you may need. We want to do whatever we can to ensure you succeed. If you're interested in learning more about how we can assist you, we're always ready to have a conversation and explore the possibilities together.