Important Notice

For this Software to function properly, the following steps MUST be performed prior to the first time the CD is used! You may prefer to print out these instructions and perform them while reading from the printed version.

The software system included within this CD is new in design, and requires several systems of your computer to interact that normally function separately. We recommend performing the following simple steps for proper operation of the Business Plan Software:

Step One: Data Access across Domains

  1. From the Menu on your browser, select "Tools."

  2. Then choose "Internet Options”,  The following Screen will appear:




  3. Click the tab labeled "Security;” the following Screen will appear:



  4. Click the button at the bottom labeled "Custom Level.”

  5. Scroll down until you see "Miscellaneous." The first listing under "Miscellaneous" will be "Access data sources across domains."


    Choose "Enable" under this listing. See the screen below:




  6. ClickOK” at the bottom and “OK” again when the box disappears.

Step Two: Allow Active Content to Run Files

  1. From the Menu on your browser, select "Tools."

  2. Then choose "Internet Options;”  the following Screen will appear:




  3. Click on tab labeled “Advanced.” The following Screen will appear:




  4. Scroll down until you see “Security.” Click on box that reads “Allow active content to run in files on My Computer” (box should have check mark showing when finished).

  5. Click “OK” at the bottom and “OK” again when the box disappears.  

Step Three: Install our “Patch” to allow this software to function with the latest MicroSoft Security Upgrade

  1. To apply the patch click here.

  2. A dialog box will open asking if you would like to "Run" or "Save" the file. Choose "Run."




  3. Answer "Yes" to the dialog box that will ask you if you want to apply the patch.




  4. Click OK to acknowledge that you have successfully applied the patch.



Step Four: Add Adobe Acrobat Reader

Click here to download a free version of Adobe Acrobat ReaderForms contained within this CD require Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, click here to download a free version from Adobe. You will need to select the appropriate operating system for the computer that you are using to view this CD.