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Top 10 Questions on Pitching Using LivePlan

by Dave Cannon

The best thing you can do to nail an investor pitch is to learn how the process works and be prepared. Since you don't know what to expect until you've tried it a few times, you can minimize missteps by learning from the advice (and mistakes) of others. Here are some frequently-asked questions on pitching an idea to investors. Read more »

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A new way to develop and present your business model

by Noah Parsons

Here at Palo Alto Software, we’ve added a major new feature to our business planning app, LivePlan, that I think you’re going to love. It’s called the LivePlan Pitch and we’re really excited about it. But, before I dive into what our new feature does, let me give you a little context. The mythology of... Read more »

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Dr. Seuss and Business Planning: He knew a thing or two

by Bailey Koharchick

Dr. Seuss once said: “You have brains in your head. You have feet in your shoes. You can steer yourself in any direction you choose. You’re on your own. And you know what you know. You are the one who’ll decide where to go.” It’s feasible to think that Dr. Seuss was talking to the... Read more »

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LivePlan Steps Up to Planning as Management

by Tim Berry

I’m delighted that the latest version of LivePlan now includes what we’re calling the Scoreboard, meaning the best-yet positive step on the way to what business planning is really supposed to be, today, which is a tool for managing a company. This step is classically simple: two visuals only, one for sales and the other... Read more »

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Palo Alto Software Offers Discounts Ahead of Black Friday

by monique

Palo Alto Software will be offering deep discounts on its award-winning small business planning and management products, starting this Tuesday, November 22nd. All Palo Alto products, including the #1 best-selling business planning software, Business Plan Pro and Business Plan Pro Premier, will be at least 30 percent off. The site for the holiday sale is:... Read more »

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True Story: My Best-ever Business Plan Project

by Tim Berry

I got a call on a Tuesday from Mike Rashkin, who was Manager of Apple Computer’s Apple Pacific group. He told me (paraphrasing): Tim, I have two guys who have Kanji word processing software that we want for Apple Japan. We want to invest $80,000 in their business but we need them to have a... Read more »

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Real Data on the Success of Business Planning

by Tim Berry

Hooray. Finally, some good research on the impact of business planning, and particularly business plan software, on business success. There’s been very little on this in the past. Occasionally someone does a study seeking correlation between a formal business plan document and business success, but that’s really the wrong issue, and it generates the wrong... Read more »

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Be Passionate and Be Prepared — What Martial Arts Taught an Entrepreneur

by Palo Alto Software

Jim Glasgow has a black belt in karate, does jui jitsu, kickboxes, cycles, and has competed in triathlons and marathons. Oh yeah, and he operates a successful business too. What connects these pursuits? The passion that he brings to them all. Jim had always wanted to have his own business. And as  a long time... Read more »

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Professional Writer Uses Professional Tools — A Business Plan Pro Success Story

by Palo Alto Software

James P. Shelley creates business documents for a living. He writes full business plans, financial plans, summaries, even Web copy and employee/employer documents (like employee manuals). He works with startups and ongoing businesses to craft their documents, and explains, “my specialty is to work with principals and key employees of existing businesses of all types... Read more »

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The Triple Bottom Line – evaluating your non-profit

by Palo Alto Software

Planning software like Business Plan Pro does a good job of helping you evaluate the financial projections for your non-profit – how many donations you will need, what expenses you will have, and how many projects you will fund. But what about evaluating the effectiveness of your programs, efficiency in using your funds, and choosing... Read more »

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Betting on Web Bartering — A Success Story

by Palo Alto Software

Bruce Mayberry is what’s known as a serial entrepreneur. He’s been self-employed for over 20 years, and his business ventures have run the gamut from selling high-speed data circuits to owning an art gallery, and a lot of other businesses in between. He’s used both Business Plan Pro and Marketing Plan Pro to write plans... Read more »

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A New Fan of the Plan — Diane Peloquin’s Success Story

by Palo Alto Software

Diane Peloquin found out recently that she had secured the property she was hoping for: a much sought-after piece of commercial real estate in Surrey, British Columbia. She intends to turn it into Cafe Pelorina, a high-end cafe featuring not just coffee, but art, books, and a community involvement component. When she first began exploring... Read more »

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Learn Piano in Your Home — A Success Story

by Palo Alto Software

Melodie Ellis knows what it’s like to work for somebody else. And she knows what it means to work for herself. In fact, she managed to do both for almost eight years, holding down a job as an employee at a private piano studio while also teaching students on her own in the Dallas-Fort Worth... Read more »

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Share your business pitch and get a FREE copy of Business Plan Pro

by Bailey Koharchick

Can you communicate the core of your business plan in just a couple of minutes? How about in a single 140-character tweet? Our new Bplans Business Pitch tool can help you develop and refine your core message. Add your pitch now and you can even get a FREE copy of our best-selling Business Plan Pro... Read more »

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Nothing But Good News, Daily — A Success Story

by Palo Alto Software

There’s more than enough bad news in the world. That’s basically how Paul Gerstenberger used to feel. Murders, fires, wars… Gerstenberger started feeling like the purpose of the daily news was just to make him feel bad on a regular basis. “I decided then to start trying to change that, and at least give people... Read more »

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Just like A Hollywood Movie – A Success Story

by Palo Alto Software

It sounds like a movie about the American dream. A native of Kenya moves to Massachusetts. He dreams of opening his own business, and begins writing his business plan on his commute to work at his first job in the U.S. But then the economy falters and our hero gets laid off. Instead of feeling... Read more »

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Business Plans Are Not Just for Startups

by Tim Berry

I have to admit bias squared with this post, because I like Ramon Ray, the author, and he’s congratulating Business Plan Pro, which is my work, on its 15th anniversary. Still, Ramon makes this point very well: We all know that when applying for a loan and seeking venture capital funds you simply have to... Read more »

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Customer Spotlight: Work From Home Opportunity Creates New Entrepreneur

by Palo Alto Software

Patty Shutt, of McHenry, Illinois, had worked in chiropractic offices for over 17 years when her boss decided he wanted to start a traveling clinic. So they set up a home office for Patty, creating a virtual connection between the chiropractor, his assistant, and his patients. When business slowed down due to the economy, Patty... Read more »

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Customer Spotlight: Migrating to New Zealand? You’ll need a business plan

by Palo Alto Software

J. Peter Hendrikx is a native of The Netherlands who immigrated to New Zealand seeking a more laid-back lifestyle. After years working for large, international corporations, he went to work for the Business Migration Branch of the New Zealand Immigration Service. It wasn’t long before he decided to launch his own company, combining his knowledge... Read more »

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Customer Spotlight: Peters Path plans for philanthropy. And success

by Palo Alto Software

Most new businesses start out narrowly focused on the bottom line. With so much financial uncertainty in the market today, building philanthropy into a business plan can be a scary proposition. But that didn’t deter Christine Crowley Peters, President and CEO of Peters Path. Her philosophy is, “Don’t let fear hold you back.” Writing a... Read more »