Find out how Mona, David, and Jason use LivePlan to achieve small-business success.
Find out how our customers used LivePlan to help realize their dreams
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LivePlan
August 18, 2020
The Pitch is a well thought template that helps drafting concise description of the venture. Forecasting & Dashboard are great for monitoring performance......
August 15, 2020
At first and thought you could do this on your own, for free. The plan we produced with Live Plan was so much better than we could have ever done on our own!...
August 13, 2020
LivePlan is an excellent tool to give the time starved, small- or no-staffed decision maker the confidence to run their business. ...
August 12, 2020
Ive never completed a business plan prior to this experience. LivePlan literally had each section beautifully spelled out - I could not have done this on my own...
July 20, 2020
LivePlan is quite simply great & with you for the long haul with a sound capability tool that helps you know in which areas you need to make decisions. Awesome....
July 18, 2020
Easy to use and a great product. This helps us understand every aspect of our business....
July 8, 2020
If you have written Business Plans before or this was your first time, Live Plan takes all the stress out of it....
June 14, 2020
LivePlan is probably the best tool I've seen that someone without finance knowledge or experience can use. ...
June 6, 2020
I am very glad I gave LivePlan a chance, the value is amazing, the user interface is very intuitive and the customer service support team is the best!...
June 2, 2020
This is all-in-one software that helps you organize thoughts, data, expectations and organize everything in a meaningful way to help you plan, budget & forecast...
May 8, 2020
I was struggling to create a business plan when my coach suggested LivePlan. The prompts and the examples that helped me craft a well thought out plan!...
April 16, 2020
Especially since the unknowns of Covid-19 have gripped the world, the ability to create multiple forecast scenarios quickly is really helpful to have....
April 12, 2020
I think you have a fantastic platform. I've gotten a tremendous amount of value out of it for the money. I've recommended it to others......
April 12, 2020
Excellent business planning tool enabling very fast turnaround of initial plan (one day) and then subsequent collaboration among stakeholders....
April 8, 2020
Great product, really helped me get my plan lookin' good! The help was always there when I needed it....
March 27, 2020
Very helpful for someone new to a formal business plan and financial forecasting. Thank you....
March 25, 2020
You cant start a business before you use Liveplan. I recommend the software at every conference I go to. ...
March 20, 2020
Following the step-by-step plan provided all of the information, and more, that the bank was looking for... easy to use and follow, I appreciated the examples....
March 10, 2020
...knowing the software both works well & is well supported lets you focus on the content & not the mechanics. Would highly recommend LivePlan!...
March 1, 2020
I [started with] literally zero business experience or acumen, but [LivePlan] has taught me so much and given me so many tools, it’s been a breeze. Thank you!...
LivePlan
August 18, 2020
5
I received a quick and efficient support when having a problem to access the Dashboard. The response was received in less than 24h. Liveplan is a very useful tool for entrepreneurs. The Pitch is a well thought template that helps drafting concise description of the venture. Forecasting and Dashboard are great as well for monitoring the financial performance. In particular, being able to handle several forecasts (for different subsidiaries) is a great functionality. Writing the plan itself is flexible with an initial template and custom topics that can be added.
LivePlan
August 15, 2020
5
I was really skeptical about Live Plan at first and thought you could do this on your own, for free. I can tell you that the product we produced by using Live Plan was exceptional, far exceeded our expectations, and came out so much better than we could have ever done on our own. Of course, you have to be smart, and add your own graphics and some good imaging. You have to make it your own, and more than just "words on paper". I loved this platform, and the customer support was exceptional and immediate. Thank you Jean!!!
LivePlan
August 13, 2020
5
As a new Small Business Owner, I have tried to duplicate the information available to me in past Large Corporations. LivePlan is an excellent tool to give the time starved, small staff (no staff) decision maker the confidence to run the business.
LivePlan
August 12, 2020
5
Ive never completed a business plan prior to this experience. Live plan literally had each section beautifully spelled out, ensuring that I didn't forget to describe one detail. I could not have created a more professional, thought out, and polished product own my own.
LivePlan
July 20, 2020
5
It starts you out with the most important items, then flows to help you fill in the blanks in a way that lets the user decide whether to go forward or not. The financial input cranks out answers that make the use think with common sense about going forward or not. Being able to share your plan with the read only option allows you to use a confidential counselor to help review for soundness. Then LivePlan really gets important to you. It is not just a "get ready for funding" software, it also becomes a tool to use in your business to let you put your hands around the ongoing strengths and weaknesses of your business. So, LivePlan is with you for the long haul with a sound capability tool that helps you know in which areas you need to make...
LivePlan
July 18, 2020
5
Easy to use and a great product. This helps us understand every aspect of our business.
LivePlan
July 8, 2020
5
If you have written Business Plans before or this was your first time, Live Plan takes all the stress out of it. It took you step by step and if you needed assistance they were there to help. I highly recommend this to anyone needing to write a Business Plan!
LivePlan
June 14, 2020
5
LivePlan is probably the best tool I've seen that someone without finance knowledge or experience can use.
LivePlan
June 6, 2020
5
I am very glad I gave LivePlan a chance, the value is amazing, the user interface is very intuitive and the customer service support team is the best!
LivePlan
June 2, 2020
5
This is all-in-one software that helps you organize thoughts, data, expectations and organize everything in a meaningful way to help you plan, budget & forecast.
LivePlan
May 8, 2020
5
I was struggling to create a business plan when my coach suggested LivePlan. The prompts and the examples that helped me craft a well thought out plan!
LivePlan
April 16, 2020
5
Live plan has been key to creating both Business Plans and Forecasts. Especially since the unknowns of Covid-19 have gripped the World, the ability to create multiple forecast scenarios relatively quickly is really helpful to have some idea of the direction my company is potentially heading. Integration with Quickbooks behind the scenes is one of the best features as it allows Liveplan to be Live...the graphs and metrics available allow me to see how my forecasts stack up to actual sales. Great software, not sure I will be able to do without now.
LivePlan
April 12, 2020
5
I think you have a fantastic platform. I've gotten a tremendous amount of value out of it for the money. I've recommended it to others...
LivePlan
April 12, 2020
5
Excellent business planning tool enabling very fast turnaround of initial plan (one day) and then subsequent collaboration among stakeholders.
LivePlan
April 8, 2020
5
Great product, really helped me get my plan lookin' good! The help was always there when I needed it.
LivePlan
March 27, 2020
5
Very helpful for someone new to a formal business plan and financial forecasting. Thank you.
LivePlan
March 25, 2020
5
You cant start a business before you use Liveplan. I recommend the software at every conference I go to.
LivePlan
March 20, 2020
5
The bank I presented to stated that it was among the most complete and easily readable plans they have reviewed that had not been professionally completed. They were impressed with the accuracy of the financial aspects, charts, and graphs. Following the step-by-step plan provided all of the information, and more, that the bank was looking for. As a a person who has never had any education on business planning I found it easy to use and follow and appreciated the examples to follow.
LivePlan
March 10, 2020
5
The software is great & customer service excellent! Have used LivePlan for a number of years & am always impressed whenever I need to speak with someone about my service. Support professionals are always readily accessible & focused on addressing any concerns you might have. There are enough challenges to creating & maintaining business plans for your company & knowing the software both works well & is well supported lets you focus on the content & not the mechanics. Would highly recommend LivePlan!
LivePlan
March 1, 2020
5
I [started with] literally zero business experience or acumen, but [LivePlan] has taught me so much and given me so many tools, it’s been a breeze. Thank you!
LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun. I would highly recommend this product to anybody starting a business or revising their business plan.
Helga D.
Svala
I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors, and I’ve raised $3M so far!
Rachid T.
Olive Oil USA, LLC
I researched business plan templates online to help me write my business plan, and they were not unique enough for my business idea. I was so pleased when I discovered LivePlan. It’s helped me think through my business strategy, and take a sophisticated approach to writing the core components of my business plan - especially my financials. I appreciate the structure, flexibility and built-in financial calculations that LivePlan provided.
Shaun S.
TransNet Universal
I was really stuck on a business model I had created for a renewable energy company. I decided to take a chance on LivePlan and was not dissappointed. I raised $1.3 million for my client in private capital as a result. On my second plan I was able to secure capital improvements for a client from their landlord in the amount of $250k. While the capital is important, it will be the implementation of the plan(s) that yields the most benefit for the client.
Gary F.
Matrix Group 360
LivePlan is incredibly easy to use. LivePlan’s web-based nature allows me to log in anywhere (for me it was with my Mac Book Pro or iPad). At times writing a business plan can be a overwhelming task, especially when it comes to formatting and layout. LivePlan has made it easy to focus on putting your business ideas and goals on paper instead of fussing with all the other pesky stuff. I really liked how each section is defined and gives examples of what a quality business plan should look like.
Mandie O.
Lucky Dog
LivePlan set me off on the right trajectory at the earliest, most critical stages of conceptualizing and launching my business. The experience of using LivePlan was actually inspirational, as it kept me laser-focused on my company's potential. With my initial plan complete, I now have a “compass” to constantly refer back to to keep me on track for growth and remind me of great ideas I intend to pursue.
Heidi L.
MOKSHA GROUP
