LivePlan For SBA Partners
Maximize the impact of your advising services
LivePlan business planning software is trusted by hundreds of SBDC, WBC, and VBOC consultants.
LivePlan simplifies the planning process, so that anyone can create a lender-ready business plan
Create a business plan or a quick one-page pitch
Create a Lean Plan using LivePlan's one-page pitch, or collaborate on a full lender-ready business plan.
Use the plan as a springboard to quickly understand your client's business.
Build forecasts 70% faster than with spreadsheets
Walk clients through the process of building detailed strategic forecasts with instructions and examples at every step.
Help your clients set goals & track their growth
Use LivePlan's Dashboard reports to conduct regular advising meetings and keep your clients engaged as they work toward their growth goals.
See how LivePlan helps your advisory business grow
Watch a brief demo to see how the software works.
Business consulting software built for efficiency
Save hours with a streamlined process
LivePlan guides your clients through a simple step-by-step planning process. This saves you hours of time when helping your clients apply for an SBA-backed loan.
Work better together with online collaboration
Leave quick comments on your clients' plans to keep their work on track. That way, you can tackle any minor problems they encounter before they arrive for their next session.
Test ideas with what-if scenarios
Provide insightful advice by running quick what-if financial scenarios. Built-in industry benchmark data helps your clients build accurate forecasts while understanding how their businesses compare to similar companies.
Get Started with LivePlan
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Want to see how our partners use LivePlan?
Ben uses LivePlan to guide entrepreneurs through different planning and forecasting scenarios.
All of the topics that come up during a consulting session are covered, helping small business consultants focus on what their clients need most.
What small business advisors are saying
“LivePlan is wonderful. The best part is how easy it is to make adjustments and quickly see how it impacts cash flow. For example, one client had a 1% DSCR (Debt Service Coverage Ratio) which was not good enough—I said she wants to aim for 1.2% so she changed her hourly rate and automatically all the financial projections updated. We could have spent hours recalculating in a spreadsheet.”
Bronwen Madden
Coordinator, SBTDC, Trade & Business Development
Missouri State University, West Plains
“The utilization of LivePlan's software made it very easy to drill down to the core of the (business) plan in an impactful, one–page pitch. This was a great win for our center's clients.”
Jackeline Mejias–Fuertes
Director of the SBDC,
Brookdale Community College
“We are proud users of LivePlan business plan writing software. This tool has allowed our participants to grasp a great understanding of all the sections in a business plan, as well as create a finished plan. This software is user friendly and we are overjoyed at the results we've been able to capture.”
Charles “Tee” Rowe
America's SBDC President and CEO