One of our happy customers summed our offering up right: “LivePlan is like hiring an expert consultant combined with a professional designer coupled with a financial wizard.” Here’s the guarantee: your plan’s financial tables and charts will be error-free and your final plan will look polished, customized to your needs, and ready to impress investors, business partners, banks and SBA-lenders.
We’ve learned a few things over our 15-year history designing the #1-selling, business-planning software for small businesses. With LivePlan, we’ve taken all of the friction out of the equation allowing you to move seamlessly and intuitively from section to section, allowing your ideas to come to the forefront. Plus, there are helpful videos and examples every step of the way.
LivePlan’s Scoreboard feature is a visually-and-information rich business dashboard that keeps your finger on the pulse of the health of your business, highlighting the most crucial information you need to track in your business. It syncs in real-time with QuickBooks Online and Xero accounting software, making Excel and cumbersome reports a thing of the past. Know exactly how your business is doing and create impressive progress reports in minutes when you use LivePlan.
Get inspired and keep writer’s block at bay with our included gallery of over 500 example business plans spanning all major industries. With LivePlan, you can save hundreds of hours using our sample plans as a starting point for your own plan, customizing for your business as you go.
With LivePlan, you can compare your plan (and your actual performance) to real businesses just like yours. This ensures that you have an accurate and realistic plan when you are building your budgets, and helps you stay on track once you are up and running.
No hassling with formulas. Financial tables, charts, and reports automatically created
Fill-in-the-blank simplicity walks you through entire process beginning to end
500+ sample business plans covering all industries to defeat writer’s block
Expert video tutorials and definition of key terms from renowned business plan expert
Produces lender-approved, professional, visually impressive documents
Build an infographic executive summary for quick pitching
Visual dashboards for real-time tracking against budgets and sales goals
Real-time syncing with your accounting software for at-a-glance reports
Update your plan and track your business health from anywhere with internet
Choose from 10 different eye-catching, professional themes when you print your plan or download to PDF
Export your business plan at anytime to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentation
Collaborate easily across your team. Share plans securely with partners and investors
Create as many business plans as you need (one plan active at a time or upgrade to add more active plans)
Find out how your company is doing compared to others in like industry, size, or locale
Create milestones for the key events in your plan and start tracking your progress
We’re cloud-based so PCs, Macs, and tablets are all welcome
Phone, email, and chat support
Your business data is complete locked down and safe. Guaranteed
Writing a business plan can be an 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.
Founder of LuckyDog Day & Night Care and the Downtown Hound
LivePlan has reinvented business planning. It's the only tool that helps entrepreneurs track their progress with a unique dashboard specifically designed for small business.
Author, speaker, marketing consultant
I really liked how LivePlan forced me to think through key parts of my business, like my competition, market research, and calculating my margins. We’ve only been in business for 6 months, and we’ve already exceeded our sales projections by about 100%.
Dr. Robert Keefer
CEO and founder of Now Hear This
LivePlan delivers what it promises, which is an expert walk-through to help you create and keep to a business plan of which you can be proud.
LivePlan is laser-focused on helping you start and manage a business plan as your business grows. An essential tool for launching a start-up.
LivePlan helps entrepreneurs and small businesses organize relevant strategy and projection information more concisely.
LivePlan has taken a step by step approach to make the process of creating financial records and projections as simplistic as possible.
LivePlan outpaces every other service in this category.
Top Ten Reviews Gold Award
We ask our customers to rate their experience after every interaction with our support team and we're
constantly striving to raise this number higher.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday
Substantial savings. Signing up for the annual plan will save almost 42% over the monthly fee. The other big advantage is that with LivePlan, your business plan becomes a living, breathing document that you can adjust as your business changes. And once you’re up and running, LivePlan allows you at-a-glance to see how your revenue figures are performing against your plan’s goals and actual forecasts. LivePlan’s Scoreboard feature is a powerful yet simple to use tool that monitors your business financial health in real-time for less than the cost of a pair of movie tickets.
LivePlan offers a 60-Day Money-Back Guarantee which acts the same way as a free trial (yes, we do require a credit card to get started). Run our software through its paces for up to 60 days, and simply contact us for a no-questions-asked 100% refund. We’ve served over quarter-of-a-million entrepreneurs the last few years and think you’ll love LivePlan, but in the event you don’t, you’re not on the hook for any charges if you cancel within the first 60 days.
Yes, you can create an unlimited number of business plans on an account; you can have one active plan at a time, meaning one that is open and being edited. You can open and close plans as needed, and if you need to have multiple plans being edited simultaneously you can upgrade your account for an additional charge.
Yes, LivePlan has no long-term contracts of any kind. You can easily also change from a monthly to an annual plan at anytime.
Your plan is 100% yours at any time. You can take your plan with you when you go. If you decide to end your LivePlan subscription, just export your plan before you sign out for the last time.
LivePlan can easily accommodate any industry and has over 500 sample plans built in to help you along the way. Whether you’re a small or mid-sized business, freelancer, non-profit, in Public Administrations, or literally any industry sector from high-tech to real estate to salon and spa, LivePlan has you covered. What’s better, is that LivePlan has industry benchmarks baked in to its software. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.
LivePlan includes two contributors and unlimited guests. Sharing your company with colleagues, stakeholders, or an academic advisor is easy with LivePlan. Just add these people to your LivePlan account as contributors or guests, and collaborate directly inside of LivePlan. Guests can view your company and comment on your plan document. Contributors can access and edit anything in an account except the owner’s profile data and the billing and payment information. If the owner grants them the additional level of access, contributors can even create new companies, add new users, and view and edit the benchmarks and Scoreboard.
LivePlan is a web-based application, like Gmail. That means it works differently than CD-based software that you install on a particular computer and has multiple advantages. First, you can access and update your plan from any computer (Mac and PC) or tablet. Second, LivePlan’s online platform also allows our development team to update the software anytime without requiring you to install — or pay separately for — an upgrade. These updates typically come monthly without any effort on your part. Lastly, being cloud-based, the system is optimized to have others collaborate with you on the plan.
We happily accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal. You're protected with our 60-Day Money-Back Guarantee regardless of payment choice.
If you find LivePlan doesn’t work for you for whatever reason, just contact us via email, phone or even within the app within the first 60 days and we'll gladly refund your money.
Please see our full frequently asked questions page. Also, we offer a robust customer help center for all questions about using LivePlan, which we update constantly.