Testimonials

“…more detailed financial information than any other business planning software available…”

I started using Business Plan Pro somewhere around 2002 or 2003 when the group I work with realized we needed a more organized approach to preparing business plans before presenting them to prospective lenders.

We were approached by a land owner who asked us to determine the highest return on investment as well as the best use for his property. In the process of working on our proposal, one of our team purchased a copy of Business Plan Pro and used it to develop a plan for the proposed “Service Business” we envisioned for the property owner. Using the financials in Business Plan Pro, we presented and were promised the necessary financial backing for the $50 million dollar project. After a short delay, we’ll be moving forward with a completion on the project projected in the next two years.

Moving onward, we were approached with two other developments down in the Bahama’s. Port Terranova, a luxury waterfront condominium community and Davis Landing, a 260 acre project which will include a marina, hotel, affordable home lots plus beach front recreational activities for the public, and finally a water and sewage treatment facility for the area.

We have received a commitment for $500 million dollars and are continuing to use the business plan we built for the remaining $1.2 billion dollars the project will require.

The financial section of Business Plan Pro Premier offers more detailed financial information than any other business planning software available. The written plan we created provided a uniform presentation of projected selling points and benefits for each project. It provided potential investors a way to judge the completeness and judge the thoroughness of the business plan.

The funding that has been approved for the projects mentioned above is close to $600 million dollars and there will be another $700 million dollars required to complete the Davis Landing project.

Robert R. Sewell, President
Davis Landing, LTD

A note of appreciation from the Clackamas College SBDC

To: Palo Alto Software
From: Tim Shea
Date: July 15, 2008
Re: Appreciation

Thank you Palo Alto Software for all the un-wavering and generous support you have given the Clackamas College Small Business Development Center, and to the Oregon SBDC Network in general.

Over the past 10 years I have been able to use Business Plan Pro to effectively train both new and seasoned business owners in developing plans for a variety of uses including financing proposals, marketing plans, strategic planning and even making the decision to not go into business.

As a presenter and exhibitor Palo Alto has been a great resource for the annual Portland Small Business Fair which is now in its 15th year. Further, I am always impressed with the forward thinking the company, and Tim Berry, do around the concept of business planning…the new “plan as you go” strategy is brilliant!

I should also add that when clients come in with plans created with Business Plan Pro these plans are always ahead of the pack in quality, thoughtfulness and thoroughness….it makes it much easier to help them implement and achieve their goals.

—Tim Shea, Clackamas College Small Business Development Center

“…outstanding software!”

“Marketing Plan Pro is outstanding software!”

-Cedric Larzul, Marketing Plan Pro user

“…You really helped me out!”

“Thank you, thank you, thank you, You can count on me to highly recommend your services to whomever needs assistance on putting a marketing plan together. You really helped me out!”

- Grace Powell, Marketing Plan Pro user

“…My compliments to…the team at Palo Alto!”

“I have purchased Business Plan Pro and Marketing Plan Pro. I have just started the learning process. The format in which both programs are presented is very easy to work with. My compliments to Tim and the team at Palo Alto !”

—Ray Sacks, Contemporary Business Services

“…my boss says it’s the best plan he has ever seen…”

“I have purchased marketing pro software. It is truly great and my boss says it’s the best plan he has ever seen. Thanks One suggestion… could you put into the plan historical pie charts and bar charts. I run a $500 million sales division and I need to show past performance.”

- Russ Look, Marketing Plan Pro user

“…a great product, that gets better with each version…”

I received the Marketing Plan Pro. Thank you very much.

I don’t know if you have to deal much with hardware or especially software vendors but if you do you know it can be a royal pain in the backside. Being able to call your support staff and getting a live body, English speaking, from the U.S., or to email you and have you respond so quickly both to the email and the request is like water to a man dying of thirst.

You people are doing a great job with a great product, that gets better with each version, and I just wanted to say THANKS!

—Paul Durfee, Solutions Computers

“…truly professional marketing planning software…”

“I’m very impressed by the new version of Marketing Plan Pro. It’s truly professional marketing planning software-users can not only detail the strategy, timing and cost of marketing activities but also assess their financial value through ROI and customer lifetime value calculations.”

- Marian Burk Wood, Marketing Plan Pro user

“…What service and what a powerful program!…”

“Received today, plan completed also today. What service and what a powerful program! Many thanks, another satisfied customer.”

- William Med, Business Plan Pro user

“…it was so easy…”

“Thank you, I have just completed our plan! The program was great. I called customer service Thursday and had them mail it to me. It arrived Monday night, and I worked all day Tuesday, and all night Wednesday it only took me two days it was so easy I couldn’t wait to get done! Thanks again.”

Jessican Hallman Van Clifton, Business Plan Pro user

Press Contact

Chelle Parmele

(541) 683-6162

chelleparmele@paloalto.com