Create a plan, gain insights, & make better decisions.

Monthly Annual
Save 25% on annual

Standard

For anyone who needs a professional business plan.

$/mo $/mo

Get LivePlan Standard

Includes:

  • Step-By-Step Instructions
  • Automatic Financial Statements
  • Full Financial Forecast
  • One-Page Pitch Builder
  • 500+ Sample Plans

Premium

For businesses that also need financial tools to help them operate and grow.

$/mo $/mo

Get LivePlan Premium

Includes everything in Standard, plus:

  • Industry Benchmark Data
  • Forecast Scenarios
  • Performance Dashboards
  • Milestone Planner
  • LiveForecast
  • Syncs with Xero & QuickBooks
Money back 35-day guarantee

All subscriptions come with a 35-day money-back guarantee.

All packages include

Step-by-Step Instructions

LivePlan asks you questions and you fill in the answers. It's really that simple.

Automatic Financials

No hassling with complex formulas. All financial tables, charts, and reports are automatically created.

500+ Sample Plans

Access sample business plans from your exact industry to prevent writer's block.

One-Page Pitch Builder

Build an infographic version of your plan for quick pitching.

Easy Plan Export

Export your plan to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentations.

Full Financial Forecasting

Build complete financial forecasts and budgets by following detailed instructions.

With premium, you also get

Benchmark Data

Compare key metrics (like net profit margin and revenue per employee) to businesses similar to yours.

Financial Forecast Scenarios

Run up to 10 forecasts to inform business decisions and understand your best and worst-case scenarios.

Key Performance Indicators

Track your most important financial metrics to reach your goals faster.

Syncs with Xero & QuickBooks

LivePlan pulls your accounting data into your dashboard, so you don't have to enter data manually.

Performance Dashboards

Turn your accounting data into charts and graphs that help you spot growth opportunities.

Milestone Planner

Set milestones that define the key steps you'll take to achieve your business strategy. Then, stay on track with up-to-date email reminders.

Frequently Asked Questions

It gives you a system of advanced business planning and financial tools that helps your business thrive. Sleep easier knowing how much cash flow you'll have next week and next month, create milestones to execute your business strategy, and uncover powerful insights buried in your accounting data. Whether you're starting a new business or growing your existing one, LivePlan Premium helps you make the best possible business decisions.

LivePlan offers a 35-Day Money-Back Guarantee which acts the same way as a free trial (yes, we do require a credit card to get started). Run LivePlan through its paces for up to 35 days and, if you're not satisfied, simply contact us for a 100% refund.

Your business plan will remain secure and completely confidential. Our products run on a dedicated network with bank-level security that is locked down with firewalls and carefully monitored 24/7. For more information, please read our security and privacy policy pages.

LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 500 sample plans you can use as a guide while writing your own plan. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.

Yes, we provide professional business plan reviews for an additional fee that includes — an introductory meeting, a full review of your plan within LivePlan, and a follow-up call covering notes on each section. You can learn more about the plan review process and schedule an introductory call with an expert advisor here.

Yes, you can upgrade from a Standard LivePlan package to a Premium package at any time.

Yes, LivePlan has no long-term contracts of any kind. You can change from a monthly to an annual plan or downgrade from a Premium to a Standard package at any time - without a penalty.

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 to Word or PDF before you sign out for the last time. You can also put your account on hold for a low monthly fee and we will keep all your data safe and secure for when you are ready to resume business.

Yes, you can create an unlimited number of business plans on one account. However, only one plan can be open and edited at a time. If you need to edit multiple plans simultaneously, you can upgrade your account.

We accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal. You're protected with our 35-Day Money-Back Guarantee regardless of payment choice.

Please see our full frequently asked questions page or contact us and we'd be happy to help you personally. Also, we offer a robust customer help center for all questions about using LivePlan, which we update constantly.