We’re pleased to present this proposal to provide a professional business plan review service to you. With over 30 years of experience helping entrepreneurs start, run, and grow their businesses, we can provide the kind of critical feedback required to give you confidence that your plan is the best it can be.

This proposal will walk you through our streamlined review process, what it includes, and the next steps that we’ll take after you sign up.

If you need any additional information, please don’t hesitate to contact us. If you would like to talk to us about this proposal, please contact your Plan Writing Project Manager. We look forward to serving you.

Sincerely,

Sean Serrels
Director, LivePlan Business Plan Writing Services
planwriting@paloalto.com

Service & Pricing

Our fees include a full review of the written content in your plan along with the financial forecast.

Total Business Plan Review Fees: $750.00 $500.00 ($250 discount)

The total fee of $500.00 is collected when you choose to sign up.

If you’re ready to get started, you can agree to the terms of the plan review service by clicking “I agree” at the bottom of this quote. Once you do that, the total plan review fee will be billed to the payment method that you have on file for LivePlan, and your Plan Writing Project Manager call contact you with the next steps in the process.

Project Summary

One of our Professional Plan Writers will review the current state of your business plan in LivePlan, so that you feel confident when you’re applying for funding.

After you’ve made your payment, which you can submit at the bottom of this form, you will be assigned to a professional plan writer and introduced to them via email. Your writer will then reach out to you and schedule a time for your introductory phone call. After that you’ll be asked to add them as a contributor to your LivePlan account, so that they have access to your business plan. Your writer will then carefully critique your plan by leaving comments on each topic.

After your writer has completed the review they will deliver a PDF document of your full plan with the comments included. These comments will also be visible from within LivePlan. You can also schedule an exit phone call to ask them any clarifying questions about their comments if necessary.

The Legal Stuff

By making your payment, both parties are agreeing to the terms and conditions outlined in this proposal and in our Business Plan Review Terms of Service Agreement. It is understood that if you fail to respond at any step in the process for more than 7 business days, PAS considers the project complete with payment in full.

About Us

Since being founded in 1988, we have grown to be a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer business plan writing services, in addition to several software products and an extensive library of free expert content to help small businesses succeed.

Over the years, we have developed a business planning format that is bank and SBA-lender approved. Business plans written with our format have been used to raise millions of dollars in funding and have won major college and MBA business plan competitions. In fact, our business plan structure is taught at major colleges and universities around the country and is the foundation for many MBA-level business plan courses.

Our do-it-yourself business planning software, LivePlan, has been used by over 500,000 entrepreneurs worldwide to develop business plans.

We’re looking forward to putting this expertise to use for you.