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Money-back 35-day guarantee

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

LivePlan Premium

Become a more strategic business owner

Watch this 2-minute video to see how LivePlan Premium helps you figure out the best way to launch and grow your business.

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Compare Features

Compare Features Get Started Standard Premium
Active Companies 1 1
Contributors 5 5
Guests Unlimited Unlimited
LivePlan AssistantAI Powered
Help Me Write
Suggested Forecast Categories
Step-By-Step Instructions
Lender-Ready Statements
Full Financial Forecast
Easy Pitch/Plan Export
One-Page Pitch Builder
550+ Sample Plans
Milestone Planner
Industry Benchmark Data
“What if” Scenarios
Performance Dashboards
Real-Time Profit & Cash Forecasting
Automatic Forecast Builder
Export to Excel
Trend Spotting
Connect to QuickBooks Online
Connect to Xero
Money-Back Guarantee
Educational Webinars

All the features you need to:

Impress lenders and investors

Create a business plan that includes all the details and financial information that lenders expect to see.

Organize & test ideas

Keep all your business ideas organized in one spot. Build financial forecasts to see if they are profitable.

Learn business basics

Follow a step-by-step planning process that also helps you understand the basics of starting and running a company.

Stay focused on your goals

Set growth targets and track your progress to hold yourself accountable. This makes you twice as likely to achieve your goals.

Make data-driven decisions

Spot trends in your financial dashboard that help you figure out ways to boost profits or reduce costs.

Present with confidence

Report on the financials for your business using charts and graphs that anyone can understand.

Working with clients, students, or business centers?

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LivePlan for advisors

Provide more value to your clients with business planning tools that fit seamlessly into your advising process.

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LivePlan for educators

Help your students develop a deeper understanding of their future businesses. LivePlan integrates with any teaching style.

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LivePlan for SBA Partners

SBDCs, WBCs, VBOCs, funding partners and other SBA-backed organizations use our suite of tools to strengthen client engagement, secure funding and improve business performance.

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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 550 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.