Consultant and Author of
Duct Tape Marketing
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.
Business Coach and Author of
Escape from Cubicle Nation
I worked with many entrepreneurs who felt like planning would slow them down and restrict choices. After I shared LivePlan, they realized the opposite was true: data, charts and living plans allow you to make better informed choices that deliver growth.
Ceo & Co-Founder
Guidant Financial
LivePlan's unique Dashboard feature gives entrepreneurs a one-stop dashboard that tells them exactly how their business is doing and how to grow.
If I could dream up a business plan creation system, this would be it! This is exactly how I want to create a business plan.Kyle B. Ultrasounds Dimensions
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
The encouragements I have received through the LivePlan newsletter and website have been very useful for the development of my business plan for my concierge business in Lagos, Nigeria. LivePlan is indeed a great guide to writing a good business plan.
Oyegunle K.
Quest Executive Errands and Delivery
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
LivePlan is awesome. I love what you guys are doing. You actually helped my startup win a national business plan competition! I've created a business plan by scratch on my own before and I was able to GREATLY reduce the time it took me to complete it using LivePlan.
Sulaiman S.
WeDidit, Inc
I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on).
Allan D.
Rappahannock Distilery LLC
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
Prior to using LivePlan, I provided students with a Word document template for their business plan. Even though I encouraged students to use a collaboration tool such as Google Groups, many did not. They were emailing the plan back and forth between each other and it was difficult to keep track of versions and changes. LivePlan really facilitated communication between students who were in a team on the business plan project. Students could comment on sections of their business plan and collaborate on what to change in their plan without having to meet face-to-face.
Amy V.
Cayuga Community College
“Excellent tool to simplify a complex task.”
Getapp.com
“An essential tool for launching a start-up.”
Inc.Com
“LivePlan won our admiration based on the clarity and understandability of its documentation and the impressive depth of features and options.”
PC Magazine
“LivePlan outpaces every other service in this category.”
Top Ten Reviews
As a Virtual CFO, LivePlan is instrumental in making the financial stuff simple and less intimidating for my small business and solopreneur clients. The easy to navigate dashboards, budgeting/forecasting, and projections features enables me to quickly provide and present financial data in a way that makes sense to them. Additionally, this empowers and positions my clients to better utilize the financials for making informed business decisions for improving cash flow and catapulting business growth.
Antonina G.
Simplistic Financials, LLC
LivePlan is great! I actually just recommended it to a friend who's starting a new business.
Jacen G.
Social Innovation Incubator
LivePlan was user friendly, supportive and provided meaningful guidance all while remaining very flexible. With LivePlan, I was able to build a logical and cohesive business plan that accurately reflected the unique nature of my business. Thank you very much!
Freja N.
Freja Foods
LivePlan set me off on the right trajectory at the earliest, most critical stages of conceptualizing and launching my business. It helped me think through my business holistically - prompting me to develop plans for vital areas I might have otherwise shied away from. The experience of using LivePlan was actually inspirational, as it kept me laser-focused on my company's potential. I had so much fun creating the future, it was hard to walk away from my plan! 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. LivePlan also helps me monitor what I've accomplished - and that's always motivating.
Heidi L.
The Moksha Group
Most people are intimidated by the financials, but LivePlan made planning simple, saved me so much time and just knowing that the calculations are correct makes this tool worth every penny!
Brandie S.
Noelle Notals, LLC
LivePlan was so great that I don't have one recommendation for improvement! I really liked how it 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%. I attribute a lot of it to the way the business plan was organized. It helped shape the marketing message, and the consistency in which it has been delivered.
Bob K.
Now Hear This
You guys rock. My accountant was amazed that I was able to put such a plan together. He noted other clients with bigger bank accounts that had a much less appealing and straight forward plans. Thanks guys.
Robert A.
Ramp Care
LivePlan helped focus me. I was able to document my goals and milestones, and it helped me realize how many clients I need in order to hit my revenue goals. I don't really enjoy writing, so the sample plans included in LivePlan nudged me along and really helped me write a solid plan.
Teasha W.
Be Relaxed Destinations
February 27, 2019
The best format for putting together your business plan... Would have taken me months to put together graphs and projections that were made for me with LivePlan...
February 19, 2019
I have used LivePlan for well over 5 years now through a few different companies. The platform is incredibly intuitive and easy to build professional [plans]....
February 19, 2019
I loved the structure and how easy the system was to use! I also found the videos to be extremely helpful....
February 16, 2019
As a professional, I have written many business plans over the last 25 years but none have been as easy or intuitive as the ones created with liveplan.com....
February 16, 2019
Great service!! Helped me prepare my business plan in way less time it would have taken if I opened up a word document and started [from scratch!]...
February 14, 2019
It was so easy to use, took me step by step, and created great data for my presentation....
February 14, 2019
Super user friendly. [LivePlan] made me [consider] things I had not thought of yet and that helped tremendously in my planning process....
February 9, 2019
For someone who has never written a business plan I was able to put all my data together in a rational, reasonable fashion to provide a professional plan....
February 8, 2019
I honestly don\'t know how we could have done it without it. For anyone looking to create a BP from remote locations, I can\'t imagine there\'d be a better product...
February 4, 2019
Among the best apps to address both enterprise class and a start-up\'s needs for detailed and actionable business plans. Great features and value....
February 1, 2019
[Using LivePlan] allows me to track my performance to plan and to make adjustments....
January 29, 2019
The best customer service experience I\'ve had in years. Friendly, focused and 100% accommodating....
January 28, 2019
never been to business school, LivePlan was the help I needed. It gave me such confidence to not only write a business plan but to stand behind it......
January 25, 2019
LivePlan made creating a business plan much easier. I looked at dozens of free templates, and they just could not compare to a complete, professional doc....
January 15, 2019
I would use this again for any kind of new business or product launch, especially when looking for external funding and needing to provide reassurance to investors....
January 3, 2019
LivePlan made writing the plan seamless and fun. The program prompted me to ask myself important questions to complete my plan....
December 31, 2018
[LivePlan] makes creating business plans and pitch decks easy and fast....
December 30, 2018
I could not believe how easy the sync to QBO was. It gave me time to work on my plan and not the system!...
December 29, 2018
[LivePlan] really kickstarts your planning efforts and helps to easily produce a quality document in various formats....
December 23, 2018
...perfect software to prepare and control every time your business plan. We used every week for our personal plan and for our customers and investors....
December 15, 2018
LivePlan is the cornerstone of my new business. I would be lost without it...
December 4, 2018
...crucial in my ability to develop a business plan to get my project funded. It allows me to break an overwhelming project into easy to develop steps...
December 3, 2018
Extremely user friendly tool that both forces you to think through every aspect of your plan, and allows you to speed through the drafting......
November 28, 2018
Easy to use and provides adequate examples to enable a beginner to create a meaningful business plan. LivePlan is certainly user-friendly for anyone looking to create a plan with clear projections...
November 27, 2018
Best in class... I have tested this software for over 15 years... best for learn, Train, Educate and use it for planning...
November 26, 2018
I used [LivePlan] to develop my business plan to get investors interested and it worked!...
November 24, 2018
What I liked about Live Plan was how comprehensive the business plan was that you can create. Better than the business plan I created for myself based upon what I learned for a different business 15 plus years ago....
November 23, 2018
It was so helpful to have a template to go by. The results were so impressive that one of my investors asked: Did you do this yourself? It is very impressive!...
November 21, 2018
[LivePlan is] absolutely pivotal in structuring our [NFP] business plan... Support from LivePlan staff has been outstanding....
November 9, 2018
LivePlan strikes a nice balance between simplicity & ease of use, and ability to customize so as to reflect a business\' particular financial ins and outs. ...
November 4, 2018
LivePlan has been an invaluable guide in developing a business plan, adjusting long term strategy and being a regular source of well written useful articles on a thorough range of topics related to running a business......
November 1, 2018
...[it] was very user friendly when creating the business plan and entering the suggested information created a free flowing plan along with the graphs and tables that [are] very appealing.\"...
October 26, 2018
I couldn\'t be happier with the software and service I received from LivePlan. I\'ll definitely be back next time I need to consult on a business project....
October 20, 2018
I learned a lot about how budgeting for my business works. Felt comfortable doing it on my own....
October 16, 2018
The banker I used to get a SBA loan was very impressed and I sailed through the process and received my requested loan without any questions....
October 15, 2018
A useful tool in preparing financial forecasts and building a Business Plan... it was easy to create alternate forecasts to facilitate different scenarios and then share with clients....
February 27, 2019
The best format for putting together your business plan. Love that you can create your own headings and delete the ones you do not need. Would have taken me months to put together graphs and projections that were made for me with Live Plan.
February 19, 2019
I have used LivePlan for well over 5 years now through a few different companies. The platform is incredibly intuitive and easy to build professional looking (and accurate) business plans. I would totally recommend LivePlan.
February 19, 2019
I loved the structure and how easy the system was to use! I also found the videos to be extremely helpful.
February 16, 2019
I liked the liveplan.com experience. As a professional, I have written many business plans over the last 25years but none have been as easy or intuitive as the ones created with liveplan.com.
February 16, 2019
Great service!! Helped me prepare my business plan in way less time it would have taken if I opened up a word document and started [from scratch!]
February 14, 2019
It was so easy to use, took me step by step, and created great data for my presentation.
February 14, 2019
Super user friendly. [LivePlan] made me [consider] things I had not thought of yet and that helped tremendously in my planning process.
February 9, 2019
For someone who has never written a business plan I was able to put all my data together in a rational, reasonable fashion to provide a professional plan.
February 8, 2019
For an Air Force pilot deployed all over the world, reaching back to my business partner for updating the business plan was tough, until we found LivePlan. We were then able to immediately see updates from one another and the cloud based data was instrumental in our success of producing a 120 page plan for our helicopter and FBO business. I honestly don\'t know how we could have done it without it. For anyone looking to create a BP from remote locations, I can\'t imagine there\'d be a better product on the market. Bravo Zulu
February 4, 2019
Among the best apps to address both enterprise class and a start-up\'s needs for detailed and actionable business plans. Great features and value.
February 1, 2019
Great way to build a business plan without using and building spreadsheets. thank you for a site that got me the results I needed. My financing came through and we are in the second week of our business. We are having a great success and the plan allows me to track my performance to plan and to make adjustments. Thank thank thank you. Have an incredible year. Love others and show compassion!!!
January 29, 2019
The best customer service experience I\'ve had in years. Friendly, focused and 100% accommodating.
January 28, 2019
For me, LivePlan was an unbelievable help, I\'m starting a surf and coffee shop and have never been to business school, LivePlan was the help I needed and gave me such confidence to not only write a business plan but to stand behind it with confidence, I can give it to potential clients with no hint of fear. Thank you LivePlan. I put off spending money and tried to find something else online but I wish I had done LivePlan sooner, its easy to use and worth every penny.
January 25, 2019
LivePlan made creating a business plan much easier. I looked at dozens of free templates, and they just could not compare. This software made it much easier to keep things organized and create a complete, professional looking document.
January 15, 2019
Cannot rate this highly enough in helping me to create a professional and comprehensive business plan. I would use this again for any kind of new business or new product launch, especially when looking for external funding and needing to provide reassurance to investors.
January 3, 2019
I am someone with a medical background not a business background. Liveplan made writing the plan seamless and fun. The program prompted me to ask myself important questions to complete my plan. Liveplan helped me visualize what my future clinic would look like and more importantly how it would operate.
December 31, 2018
I have recommended LivePlan to friends and colleagues several times. The app makes creating business plans and pitch decks easy and fast...
December 30, 2018
Finally I have been able to do my forecasting and reset my business plan online. I wanted something that would link actuals to budget and the plan all in one place. I was anticipating a huge set up and could not believe how easy the sync to QBO was. It gave me time to work on my plan and not the system. Thank you!
December 29, 2018
The LivePlan product is great. It really kickstarts your planning efforts and helps to easily produce a quality document in various formats. I had some issues and their customer support team was excellent. Very helpful and friendly.
December 23, 2018
It is a perfect software to prepare and control every time your business plan. We used every week for our personal plan and for our customers and investors.
December 15, 2018
I needed a business plan to show the bank lender for a business that I will acquire next year. I have not submitted my loan application yet, but the company president that I will partner with said that my LivePlan business plan is very thorough. The LivePlan business plan has allowed me to create a beautiful and comprehensive business plan. This is something that I have never been able to do before. The short tutorial videos, prompts, and instructions help you to think about the different types of content for each section of the business plan. LivePlan automatically formats the business plan and finishes off with a nice choice of professional looking colored template designs. The live chat support was very helpful when the numbers in my financial forecast were incorrect. I was even able to print profit and loss statements for my accountant! The great thing is that LivePlan is a working tool; as your business grows and changes, you can change your business plan. I have made changes almost daily over the last 2 months. LivePlan is the cornerstone of my new business. I would be lost without it.
December 4, 2018
LivePlan was crucial in my ability to develop a business plan to get my project funded. It allows me to break an overwhelming project into easy to develop steps. When I had an issue, their customer support was quick and friendly.
December 3, 2018
Extremely user friendly tool that both forces you to think through every aspect of your plan, and allows you to speed through the drafting. Formatting is good; would appreciate additional options for line spacing, paragraphing, etc. Thank you for the statistical and mathematical formulas. Highly recommend.
November 28, 2018
The platform is easy to use and provides adequate examples to enable a beginner to create a meaningful business plan. The live plan is certainly user-friendly for anyone new or looking for a way to create a business plan with clear projections.
November 27, 2018
LivePlan is one of the best in class for all types of structured business planning. I know and tested this software for over 15 years. I found this one of the best for learn, Train, Educate and use it for planning.
November 26, 2018
I used [LivePlan] to develop my business plan to get investors interested and it worked!
November 24, 2018
What I liked about Live Plan was how comprehensive the business plan was that you can create. Better than the business plan I created for myself based upon what I learned for a different business 15 plus years ago.
November 23, 2018
It was so helpful to have a template to go by. The results were so impressive that one of my investors asked: Did you do this yourself? It is very impressive!
November 21, 2018
Support from Live Plan staff has been outstanding from the initial purchase to the transition to the Non-Profit Template. This program has been absolutely pivotal in structuring our business plan. Our organization highly recommends this organization and their product!
November 9, 2018
I\'m an accountant and uses LivePlan for planning purpose for my own firm, as well as assist our business clients that want the same planning, forecasting and monitoring setup. LivePlan strike a nice balance between simplicity & ease of use, and ability to customize so as to reflect a business\' particular financial ins and outs. The support is fast and friendly, and they have a good track record of rolling out improvements or additional features on a regular basis.
November 4, 2018
LivePlan has been an invaluable guide in developing a business plan, adjusting long term strategy and being a regular source of well written useful articles on a thorough range of topics related to running a business. By reading the articles and actively engaging with my plan I am constantly learning new ways of making improvements to the current operation and the long term planning for my business. LivePlan is the perfect name for this platform. The point is to use the plan as a tool rather than thinking of it as a static document created in the start-up phase.
November 1, 2018
The support team for Live Plan has always been available to answer any question concerning setting up a business plan, the software was very user friendly, when creating the business plan and entering the suggested information it created a very free flowing plan along with the graphs and tables that was very eye appealing. I would use this product again and suggest to anyone wanting to create a business plan. I\'m currently a student but I do plan to use Live Plan in the future.
October 26, 2018
I couldn\'t be happier with the software and service I received from LivePlan. I\'ll definitely be back next time I need to consult on a business project.
October 20, 2018
I learned a lot about how budgeting for my business works. Felt comfortable doing it on my own.
October 16, 2018
Using LivePlan helped me to get my business plan organized. It insured that I didn't miss or forget any aspect of planning to open a new business. The business plan product turned out very professional and the Forecasting tools were extremely helpful. The banker I used to get a SBA loan was very impressed and I sailed through the process and received my requested loan without any questions.
October 15, 2018
I act as a consultant to start-ups and early stage companies building their business and seeking investment. I found LivePlan a useful tool in preparing financial forecasts and building a Business Plan for my clients. It was easy to create alternate forecasts to facilitate different scenarios and then share the with my clients.
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