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LivePlan Financial Forecast Service

LivePlan Financial Forecast Service

Small Business Advisor, LivePlan Financial Forecast Service

“Increase the likelihood of meeting your growth goals, and decrease your likelihood of failure with your customized LivePlan Financial Forecast Service.”

Working with an advisor makes you a more strategic business owner. Gut instinct isn't always enough. A thoughtful forecast will help you make informed decisions for the future you want for your business.

With this service, you will work with a LivePlan Advisor who will build a custom forecast to meet the goals of your business. Your advisor will learn about your business, help you set realistic goals, and will deliver a forecast that you understand.

You will have a living financial forecast so you can make data-driven decisions and review your forecast to stay on track. In LivePlan, your forecast empowers you to “own your numbers” and make updates as the world changes around you. We can also offer longer-term engagements with your LivePlan Advisor to help continually update your Forecast and ensure you can strategically manage your business for the long-term.

A LivePlan Financial Forecast Service will help you answer the questions that keep you up at night.

"Will I need outside funding? If so, how much?"

"Can I afford to spend more on marketing this year?"

"Should I hire an employee or invest in equipment?"

"How much could my business grow in the coming years?"

Industry Focus

  • Any industry


  • Financial Forecasting and Performance Review

Business Stage

  • An idea/pre-revenue
  • 0-1 years
  • 2+ years
  • A nonprofit
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