Jeff Lerner, Business Plan Software, and More

Many business plan software options are available, with some being free or offering a free trial. Most, however, require a subscription fee. Choosing which software option is right for your small business may require you to determine your budget before committing to a plan. In any case, you should choose a program that is the most cost-effective. Here are some options to consider according to gurus like Jeff Lerner. Listed below are several of the top options. Read on to learn more about each one.

Business Sorter

While a free trial is available for this cloud-based tool, the premium version offers more features. Business Sorter is an industry-specific tool that offers more than 500 business plan templates and samples. When we read about Jeff Lerner on sites like we see that it also allows for the import of Quickbooks data and exports to both PDF and Microsoft Office formats. There are six different areas where Business Sorter covers content. Here are the highlights of the free trial. Business Sorter offers a variety of plans, from one-day to annual.

As a member of a community, you’ll receive a private support ticket that is answered within 24 hours. In addition to that, the Business Sorter app offers support for a wide range of business models, including startup businesses, SMEs, and more. Moreover, the software supports multiple devices. On one YouTube video about Lerner we see that it allows users to easily update the content from any location, using any device, at any time. You can use Business Sorter on any device and access the content from anywhere.

This software also enables users to create a professional-quality business plan within just two hours. Its unique 272-card-slot mechanism streamlines the planning process, with the ability to add or reword cards. Moreover, the program provides training resources in the form of word and PDF files. This makes it easy for users to create business plans without any extra costs. With this software, business owners can streamline their business processes and become more profitable.

The Business Plan Pro website is easy-to-use. You can find a sample business plan by searching through 500 samples, and then select the one that best suits your business. In addition to this, when we see Jeff mentioned sometimes we see that you can use the easyplan wizard to generate an outline customized for your business. Marketing tools are also helpful in comparing your business against others in your niche. Using a plan builder like Business Sorter will save you a lot of time and effort.


The GoSmallBiz business plan program is a cloud-based solution that includes financial statements, an executive summary, and other key aspects of a business plan. GoSmallBiz has a money-back guarantee, so you have nothing to lose if you decide the program isn’t right for you. The program is recommended for small businesses, nonprofits, and startups. Fran Tarkenton, a former NFL player, created the platform and helped it grow into a highly successful business plan software program. It comes with expert advice, templates for specific business types, and a step-by-step wizard to create a business plan.

GoSmallBiz business plan software comes in four different packages, including an executive summary, mission, vision, objectives, management team, and investment opportunity. It also offers automatic business plans and can be shared with multiple stakeholders to ensure they’re accurate and complete. The program’s online support system lets you collaborate with colleagues and other stakeholders without leaving your desk. It also features a customer support service for your business that answers common questions about starting and growing a new business.

In addition to these features, GoSmallBiz also offers an attorney network and guarantees to reduce legal fees up to 40 percent. GoSmallBiz’s business plan software also offers industry-specific templates and financial statements, as well as an intuitive step-by-step wizard to create a solid business plan. It even provides a comprehensive business assessment based on data. This service may be the best option for a new business owner.

Although GoSmallBiz is a useful web-based business plan program, it can be costly. GoSmallBiz offers business consultations and a number of resources for small businesses, including a website builder and CRM. The website provides tools to compare businesses within a specific target market. GoSmallBiz also offers a free trial period. Once you’ve decided on a plan, you can start the writing process!

Bizplan is another business plan software program. The platform features a guided builder, drag-and-drop templates, automatic financial projections, and an online fundraising tool. It also includes a financial command center, which makes it easy to track important financial aspects. This tool offers step-by-step assistance in writing a business plan, and it allows you to add more people to the plan as needed.


The PlanGuru business plan software is designed to make business planning easy. With its desktop and cloud-based versions, you can generate multiple financial statements and analyze industry performance. The software can be customized for your needs and allows collaboration between multiple team members. It also exports reports in various formats, including Word and PDF. If you’re unsure about how the program will benefit you, try the 15-day free trial.

The software is available as a desktop or cloud-based option and is reasonably priced. You can explore PlanGuru’s features by visiting its vendor’s website. The free version is available on its site for 14 days. Despite its many features, PlanGuru may not be the best choice for small businesses. However, it does offer powerful forecasting tools and has a wide variety of templates for creating a comprehensive business plan.

Costs for PlanGuru business plan software vary. The monthly cost is $99, while the annual fee is $899. Adding additional users will increase the price, but you can save up to 30 percent with unlimited plans. The business plan software also comes with comprehensive training, including video tutorials. The software is designed for entrepreneurs who want to make a business plan. If you have no experience with the software, you may want to consider Bizplan, which has a free trial.

It has a wealth of features for all types of businesses, including financial forecasting and a progress tracker. It is important to consider the features you need and which ones are not. If you’re unsure of whether a product is right for your needs, read reviews and find out which software is best for your industry. If you’re not satisfied with a plan, you can cancel your subscription at any time.

LivePlan is easy to use and has step-by-step instructions for building your business plan. It is easy to incorporate financial provision and goals into your business plan. LivePlan has many visual features. It also offers a business plan generator. It also generates balance sheets, cash flow documents, and profit and loss statements. It is available in both online and desktop versions. However, it does come with a number of limitations.


The LivePlan business plan software was designed with the help of entrepreneurs who have successfully raised millions of dollars to launch their companies. Its templates are SBA-approved and follow the same format. Furthermore, it allows users to save time by creating business plans automatically, while providing guides and tips for a successful business plan. It also features tools for brainstorming and discussion among team members. Moreover, its pitch feature lets users create one-page infographics that easily convey the key points about their business.

Regardless of your experience level, LivePlan is easy to use and offers an endless variety of options to assist you with your business planning. It also explains every feature of the business plan, from real-time profit and loss to the executive portfolio. LivePlan is highly customizable, with three time-frame options (three, five, and ten years), making it easy for you to design the plan you want. It also has 500 business plan sample templates to choose from, so creating a professional plan is not a daunting task.

While LivePlan is more expensive than the Business Plan Pro Complete, it does offer a number of other advantages. For one thing, it allows you to integrate excel data. However, compared to LivePlan, it does not have an investment offering template. In addition, it does not have a template for a PowerPoint presentation. It also has fewer templates for ‘what if’ scenarios. Both LivePlan can help you create a business plan that’s winning, and you’ll be proud to show your investors and potential clients.

Both LivePlan and Business Plan Pro have many benefits. LivePlan is easy to use, and is a great option if you are a first-time business owner. It includes an in-built business plan outline that guides you through the writing process. Moreover, reviews of Jeff Lerner have mentioned that both programs also come with free samples to guide you in the process. These features make writing a business plan a breeze. This means that you’ll save time while using the software.

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