Upgrade to a comprehensive
business planning platform

Streamline your small business advising with a scalable, modern tool for business planning and management.

Evaluate LivePlan for free
LivePlan's impact on our center was undeniable. Both our long term counseling and our online counseling doubled and capital infusion tripled.
Arlene Soto

Arlene Soto
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

Charles “Tee” Rowe
President and CEO, America's SBDC

Increase the number of clients who get funding and
streamline your advising process

business plan pitch page

A modern, lean approach to planning

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.

easy budgeting and forecasting

Lender–ready business plans

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.

seamless integration

Reduce your time spent on forecasting by 70 percent

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.

key insights

All the help and support your clients need

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.

LivePlan lets you help more clients and improves outcomes

Guarantee quality business planning services

Guarantee quality business planning services

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.

A collaboration platform that will help you double your virtual consulting hours

A collaboration platform that will help you double your virtual consulting hours

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.

Create long–term relationships

Create long–term relationships

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.

Easy implementation

  • Customize LivePlan's format to match your advising process
  • Works with and extends the Business Model Canvas with complete and detailed financial forecasting
  • All the materials to integrate LivePlan into workshops, seminars, and courses
  • Free business planning curriculum for turn–key workshops
  • Free handouts make onboarding easy
  • Free phone, email, and chat technical support

Free curriculum included

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.

asbdc certified course

Evaluate LivePlan for free

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.

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Small Business Advisors love LivePlan

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

Bronwen Madden
Coordinator, SBTDC
Trade & Business Development Missouri State University
West Plains

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.
Arlene Soto

Arlene Soto
Center Director
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.
Jackeline Mejias-Fuertes

Jackeline Mejias–Fuertes
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

Charles “Tee” Rowe
America's SBDC President and CEO