Tools for you and your business:

A step-by-step Business Model BuilderTM that helps entrepreneurs identify the key components in their business and how those components  work together to produce value, efficiency & profits.  Clients can save and resume as needed from any computer or tablet.  More >> 

A numbers oriented operations planning tool that helps business owners dial in the details of how much of what activity is needed to hit their profitability targets.  Includes a wages and staffing planner that can save thousands in labor cost.  More >>

A consolidated Business Plan  BuilderTM that produces a detailed data oriented report focusing on the information lenders and EDC's want without having to write a lengthy narrative or worry about formatting.  Includes access to the tools needed for financial calculations  More >>

Make your company profile available for lenders, economic developers, and accelerators to review.  If you match what they are looking for they will invite you to apply for lending or investment.  More >>


BPS ModelTM 

The Business Model BuilderTM is an easy to use business model planning tool that helps entrepreneurs get clarity on the 'moving parts' of their business and make progress quickly.  After watching small business owners and startup founders struggle with popular business modeling tools and not make real progress in their understanding, we decided to build our own based on what we knew small business owners actually wanted and needed.  


We use a question and answer format to guide users through the different areas of their business asking the same kind of questions a consultant asks when helping clients build their custom business model.  Clients can move at their own pace and can stop and save whenever they want.  If they get stuck or want help it is available via a collaboration module free of charge.  Unlike some popular business modeling tools, users don't need to take a class to understand how to use the tool, and they don't need an 'expert' to show them what the results mean either.  After teaching people how to use the other tools we designed the Business Model BuilderTM to be ready to use and learn from on its own.  

The result is an accurate, shareable business model that is easy to revisit and customize again and again without having to start over each time.  After completing your model you will be ready to start applying financial tests to see how it performs under different situations and if it can produce the results (money) you need on its own or if you will need to seek investment or lending.


BPS InsightTM 

BPS Insight is a consolidated business plan builder that dramatically improves the way business plans are created.  Many entrepreneurs know their business inside & out, but are not good writers or have language barriers so they have a hard time explaining how & why their business works in written form.  These bankable  businesses are getting overlooked because the traditional format of business plans is either foreign or intimidating to the owners.  On the other hand, people that are good writers but really don't have a comprehensive understanding of how they will run the business and make money are getting funded because they know how to present the information that lenders & investors want to see in an attractive format.  


BPS Insight levels the playing field by standardizing the format, reducing the narrative length (where most of the persuasive writing takes place), and providing the specific data elements needed to make decisions.  We do this by drawing directly from the business model, operations plan, financial validation and market validation modules then compiling the data and applying calculations to create a plan that delivers the relevant facts, figures, explanations, and ratios lenders and investors want in a more condensed format that is easier to read and analyse.   Once you start using these plans you wont want to use a traditional plan again.



FinPlanner is a numbers oriented operations planning tool that navigates easily, like a spreadsheet, but is powerful enough to provide immediate visibility into the impact a single operational change has on multiple financial categories of business performance.  This lets business owners quickly & easily see which elements of their day-to-day activities are producing profits and which are not.   This is a must for any growth plan before you start spending money on changing your business!    

If you have ever wanted to quickly see how much closer to your profitability targets a specific change to your business (such as opening on weekends, or changing suppliers), would get you, then you will love the FinPlanner.  You can see real-number results right away without having to make any changes to your business and without having to get out your calculator; everything is built into the tools, just answer the questions and fill in the blanks.  If your business has annual or quarterly targets to achieve such as those set with conditional funding, forgivable loans or incentive programs this tool will help you map out the most productive operating processes for your business to make sure you hit your goals; which will give your lenders and investors an extra level of confidence in your business. 



The BizProfile service helps companies market themselves to lenders, economic developers and incubators / accelerators.  Once a client's business model and business plan have been completed using our BPS Model  and BPS Insight tools they can move on to create a 1-2 page business profile that our lending, economic development and accelerator partners can search and review. 


Instead of filling out multiple applications for multiple organizations complete your BizProfile once and let our partners find you; if they are interested in working with you they will contact you and invite you to formally apply for their program or product/service.  This service was welcomed by our partners and is a big time saver for them.  We cant guarantee that you will get a loan or investment but more potential funders reviewing your company cant hurt.


Consulting Services - On a case by case basis

For situations when you want someone who has experience starting & growing businesses to double check your thinking or walk through your plan with you step-by-step and point out things you may have missed, we offer business planning & growth consulting in partnership with a network of experienced independent consultants that are familiar with small businesses, startups, and our tools.


If you feel like you are missing something in part of your plan, or are having a hard time figuring something out on your own, many times the best way to get past it is to get an outside perspective and a fresh set of eyes on the problem so they can help you consider alternative options.  We do not control the schedules of the consultants we work with but we have pre-negotiated rates that you can budget for if you need help.

Ready to get started ? 
We are ready to answer your questions. 
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