Advisory Content To Support Your Small Business Clients:



Palo Alto Software does more than build LivePlan, the world’s best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content. Bplans is popular with entrepreneurs and small business owners the world over, because it brings together all of the best in business planning and management information.

For you, a Strategic Advisor working with small business clients, Bplans is especially useful. You can point your clients directly to the site to read about general business subjects for which they may need guidance: accounting subjects such as “profit versus cash,” and other subjects like business metrics, strategic planning, funding, and general business management.

Instead of feeling pressure to write your own content to cover these topics, just point your clients to Bplans. The content there is written with the small business owner in mind, so you can be confident it will meet their needs.

Kathy Gregory
Kathy Gregory
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.
Posted in Working with Clients