Client-facing services:

Business Model Builder @ 2 reports per client = 1 credit

Business Plan Builder    @ 2 reports per client = 1 credit

Mix & Match services to best  suit your clients' and your organization's needs

Because the business planning needs of entrepreneurs seeking lending vary based on the economic climate or time of year we offer our lending partners the flexibility to access the services that their clients need most, when they need them, without having to change plans or spending extra money.  Some months are full of meetings for new businesses and new business ideas while others are busy with companies that need to refine their business model or update their business plan for expansion.  

2 reports = one of the following combinations:

  - 1 active business model & 1 active business plan for the same client

  - 2 active business models for the same client (so they can compare different scenarios at the same time)

  - 2 active business plans for the same client   (so they can compare different scenarios at the same time)

Client-facing credit tiers:


Basic        =  up to 4   credits per month

Standard   =  up to 7   credits per month

Premier     = up to 12  credits per month

Call for pricing

Our service tiers are designed to balance the right amount of client-facing services with affordability for any organization.  If you happen to use more credits than your tier has allocated we will simply invoice you for the overage at the end of the month at the per-credit price for the tier you signed up for.  If you want to change tiers we can process that at any time and the new tier will take effect at the beginning of the next month.  

If you believe it is in your organization's best interests to pay for our services so your clients have access to high quality  business planning resource and are more likely to be successful as they grow, our system is set up to handle entrepreneurs from your community or organization as our guests with no charge to them.  If however you want the benefits of our services but feel its best for entrepreneurs to have more 'skin in the game' early on, and you would prefer that clients pay for access directly, no problem.  Simply refer clients to BPS, we will work with them directly and send you the results of their work for your review.*

* Client consent required before we can release the results of their business modeling or planning work.

Banks and Lenders 

Programs & Pricing

Services are provided on a tiered basis so organizations of different sizes and different priorities can customize the mix of services that best fits their needs.

Business modeling & planning services are allocated using a credit system where services used by businesses that use your referral code costs a set number of 'credits' which can be purchased in different amounts per month.