See how LivePlan can help you streamline your advising services and boost capital infusion

Quickly understand your client's business

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 pitch 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. View example of LivePlan's one-page Pitch

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Create a fundable business plan using a proven template

LivePlan decreases the time it takes to get a client from idea to a fundable business plan, whether for an SBA-backed loan or smaller financing. 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.

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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.

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Know how your client's numbers stack up against the competition

With Benchmarks, you can use real data from businesses across the country (sourced from ProfitCents by Sageworks) to see how realistic the plan is. Compare by region and size to get the most accurate data possible. LivePlan helps create budgets and forecasts that make sense.

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Advise strategically every month and help your clients grow their business

Conduct regular advising meetings with your client, using LivePlan's Dashboard reports. Compare forecast to actuals, look at trends, uncover problems, and guide solutions. LivePlan helps you be effective and engaged with your clients as they progress toward their growth goals.

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You provide the strategic advice—we provide the software and support

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.

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Ready to streamline your advising with LivePlan?

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