LivePlan For Small Business Advisors
Strengthen your role as a trusted advisor
Help your clients plan and grow their businesses with an easy-to-use set of financial tools.
LivePlan gives you dynamic forecasting & planning tools that fit seamlessly into your advising process
Help your client create a lender-ready business plan
Create a Lean Plan using LivePlan's one-page pitch, or collaborate on a lender-ready full business plan.
Use the plan as a springboard and quickly understand your client's business.
Create forecasts 70% faster than with spreadsheets
Walk clients through the process of building detailed strategic forecasts with instructions and examples at every step.
Visual financial reports make client meetings easier
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
Guaranteed 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
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
LivePlan turns your client's business plan into a real management tool. It will automatically compare budgets and forecasts to your QuickBooks or Xero accounting data, allowing you to track progress in real-time. You'll improve client retention by 30 percent and build long-lasting, healthy businesses.
Get started with LivePlan
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What Small Business Advisors are saying about LivePlan
“Each (client) meeting starts and ends with LivePlan ... By having an easy-to-use tool, we can guide clients on inputting numbers and then work through the financial statements to help them understand what it all means for their business.”
Meghan Wood
Consultant,
SBC Small Business Consulting, Columbus, Ohio
“It didn't take long for me to start recognizing how versatile and powerful of a planning tool it was. Before long, I was pitching LivePlan to my region director to test on a broader scale. Fast-forward a few years, and now it is the preferred business planning tool throughout our region.”
Ben Calhoun
Area Manager,
South Carolina, SBDC
“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.”
Alicia Chestnut
Interim Director,
Urban League of Metro St. Louis, WBC