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Customer Success Stories

Customer wins: real stories, real outcomes

Joe's All American Tap Cafe

Funding

Learn how Joe used LivePlan to receive a $225,000 SBA loan and start his business

East Carolina University

Educators

Corey has shown hundreds of students how to refine their vision with LivePlan

The Savvy Bookkeeper

Advisors

Amy uses LivePlan to help bookkeepers embrace and grow advising services

Jim Reid, founding partner of Ember & Vine

Funding

Jim used LivePlan to secure $1M+ in SBA financing for his upscale bistro, cigar lounge, and wine grotto.

Man in glasses smiling indoors, wearing a dark jacket and white shirt. Background shows bare trees and a snowy landscape through a window.

Funding

Richard used LivePlan Services to secure $600,000 in working capital for his Connecticut toy store

Kids FIRST

Nonprofits

Kids FIRST transformed their finances and perfected their pitch with LivePlan

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Smiling woman with long dreadlocks and a pearl necklace in a gym-like industrial studio, wearing a sleeveless top.

Funding

Dee used LivePlan to convince her mom to invest $10,000 and open a fitness studio

Smiling Tamika with light brown hair wearing a pink blazer, gold hoop earrings and necklace, visible chest tattoo, against a pale gray background.

Funding

First-generation entrepreneur Tamika used LivePlan to secure a $10,000 loan at 1% interest for her medical scrubs brand

Mischievous Metals & Woodwright Co

Funding

Jeff used LivePlan to secure a $200,000 loan and $75,000 grant for his furniture company

Smiling man with glasses and a blue polo shirt on a video call, seated before a wall of framed photos and documents.

Funding

Jim used LivePlan to land investor meetings and pursue $10 million for his railroad innovation company

Ram Jack West

Growth

Ken found new opportunities to reduce unnecessary expenses without sacrificing revenue

Esquire Accounting

Advisors

LivePlan forecasts help Enae guide her clients and her own growth as an advisor

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