LivePlan's impact on our center was undeniable. Both our long term counseling and our online counseling doubled and capital infusion tripled.
Center Director, Oregon SBDC
LivePlan can really help small business get to the next level, (It) is all about helping them realize that goal.
Charles “Tee” Rowe
President and CEO, America's SBDC
LivePlan gets your clients started on a simple, lean, one–page business plan. Use this as a springboard and quickly understand your client's business. If you use the Business Model Canvas, LivePlan's one–page plan is a great next step. It's also a great tool for weeding out the ”tire–kickers” so you can focus on clients who are really ready to start or grow their business.
LivePlan decreases the time it takes to get a client from idea to a fundable business plan. It's a standardized platform, with instructions and examples at every step, and foolproof, professional financial forecasting. You'll spend less time dealing with spreadsheets and more time working with clients on strategy.
You need powerful financial forecasting, but also need to make it easy and approachable for your clients. LivePlan walks clients through the process of building detailed strategic forecasts with instructions and examples at every step. Clients can make progress on their own and will understand the concepts behind the numbers. Best of all, they can't break any formulas or mess up any Excel worksheets.
Your clients need help and support when you're not available. That's why we offer free phone, email, and chat support. Our team works as an extension of you and your team, answering any technical questions that come up. You provide the strategic advice, we provide the software and support.
With a scalable, standardized approach to planning, you can create a repeatable process and streamline your advising. You'll be able to help more clients while improving your advising quality at the same time.
LivePlan's simple collaboration tools let you give feedback to your clients, even when they're not in your office. You can see your clients' progress and help keep them on track.
LivePlan turns your client's business plan into a real management tool. It'll automatically compare budgets and forecasts to QuickBooks or Xero accounting data so you can track progress in real time. You'll improve client retention by 30 percent and build long–lasting, healthy businesses.
If you want to offer a business planning course either online or in–person, check out our "Start, Run & Grow Your Business" turn–key curriculum. It's included when you add LivePlan to your advising processes.
Fill out the form below and we'll contact you shortly with information on partner pricing and how to start your evaluation.
If you'd like to speak to someone about LivePlan, call us at (888) 498–6136. Our customer service hours are Monday to Friday, 8am to 5pm Pacific Time.
Indicates required field
If you'd like to talk to us before then, please call 1–888–498–6136
Phones are open M–F, 8am–5pm (Pacific time)
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.
Trade & Business Development Missouri State University
LivePlan's impact on our center was undeniable. Both our long term counseling and our online counseling doubled and capital infusion tripled. Additionally, LivePlan has provided a tool to reach out to lenders and show them the value of sending their clients to the SBDC, increasing the bank referrals.
SBDC Southwestern Oregon Community College
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.
Director of the SBDC
Brookdale Community College
LivePlan can really help small businesses get to the next level. [It] is all about helping them realize that goal. Anyone can have a great idea, but getting that idea across to a lender or investor is crucial. Entrepreneurs will be able to put together quality plans that will, without a doubt, help their businesses succeed in the long run.
Charles “Tee” Rowe
America's SBDC President and CEO