Business Plan Software


End of Service Notice (4/1/2022): It has been our pleasure to provide our customers with quality PC software for over 30 years. As of 4/1/2022, all installable PC-based products and tools will no longer be available for sale. To help you transition to other solutions, we will continue to support these products through 3/31/2023. You can continue to use our products after 3/31/2023. Thank you for your business!

Trusted by over 250,000 entrepreneurs and businesses


Need to write a business plan, but don't have time to waste?

See How Ultimate Business Planner Can Help You

Get Ultimate Business Planner! It's the fastest and easiest way to write a winning business plan - guaranteed! In fact, over 250,000 successful entrepreneurs have trusted their ideas to Ultimate Business Planner. Stop wasting time and start achieving your goals today with Ultimate Business Planner.

Ultimate Business Planner at-a-glance

  • Easy, step-by-step approach makes business planning fast and simple.
  • In minutes you'll easily create projected P&Ls, Cash Plans, Balance Sheets, Financial Ratios, and more!
  • Walk through every step with "plain-English" instructions, advice and how-to hints.
  • Includes over 1,000 indexed business plan samples and 25 complete sample plans to help you get started.
  • Comes with hundreds of business start-up resources.
  • Works with MS Word®, MS Excel®, Adobe® PDF, and QuickBooks®

Financial forecasting made easy!

Decide Owner Distribution in Business Plan SoftwareForecasting Your Financials

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.








Enter Expenses for Financial Projection in Business Plan SoftwareEnter Income and Expenses

The first question in any new business is "Will my business make money?" 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.







Profit and Loss Statement in Business Plan SoftwarePrepare Financial Projections Automatically

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!







Financial Position in Business Plan SoftwareIn Minutes You'll Create...

  • Profit & Loss Statements
  • Balance Sheets
  • Cash Plans
  • Sales Projections
  • Expense Budgets
  • Ratio Analyses
  • Break Even Analyses
  • Sales by Category
  • Expenses by Category
  • And More!





Take the guesswork out of business planning

Not sure where to start? 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.

Write Executive Summary in Business Plan SoftwareBusiness Planning Simplified

Now that your financials are done, you're ready to put your plan onto paper. Relax! Ultimate Business Planner walks you through every step with "plain-English" instructions, advice, and how-to hints. Ultimate Business Planner even comes complete with sample business plans. Simply enter your text and combine it with your financials to produce the ultimate winning business plan.






Sample Business Plan in Business Plan SoftwareOver 1,000 Sample Business Plan Examples Ready to Edit

Ultimate Business Planner includes over 1,000 business plan excerpts and sample business plans ready to edit. You'll never have to start from scratch. Simply choose from the pre-written samples to help you complete your plan quickly. View a Sample Business Plan (.pdf 637KB)












Packed with business start-up resources

Need some outside help? In addition to everything you'll need to complete your business plan, Ultimate Business Planner comes with hundreds of business start-up resources. From a list of the different SBA loan programs available to SBA district offices, SCORE offices, and economic development departments, Ultimate Business Planner has all the information you'll need to get your business idea up and running.


Works with MS Word®, MS Excel®, Adobe® PDF, and QuickBooks®

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.


Supports all business types

Ultimate Business Planner supports virtually any business type, including:

  • Sole Proprietorships
  • Partnerships
  • S-Corporations
  • C-Corporations
  • Limited Liability Companies
  • Non-Profit Organizations
  • Start-up Businesses
  • Established Corporations
  • Internet Companies
  • Product & Service Businesses
  • And many more!


Recommended format of banks and investors

Ultimate Business Planner prepares your business plan using the recommended format preferred by the U.S. 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.

System Requirements

  • Windows 98/2000/NT/XP/Vista/Windows 7/Windows 8/Windows 10
  • 800x600 or higher screen resolution
  • CD-ROM drive (if ordering CD)
  • Importing from QuickBooks requires QuickBooks Pro, Premier or Enterprise 2003 or later editions