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 is an excellent business planning solution.”
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
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!...
February 21, 2020
LivePlan is an excellent tool to organize your Business Idea and as a guideline for people like me who are writing a Business Plan for the first time....
February 21, 2020
Go from business idea to business plan fast. Super easy to use....
February 20, 2020
Great Service overall! Much appreciated - fast and straight to the point!...
February 4, 2020
I recommend getting LivePlan when you want to be successful with any business... I feel confident discussing my business with potential partners and investors. ...
January 24, 2020
My clients are always impressed with the output and access... We are now using our plan as a roadmap for a new company - could not be more pleased....
January 12, 2020
This is an amazing platform! Makes creating a business plan EASY!! ...
January 5, 2020
I started live plan on my phone. Once I logged on with my laptop I quickly and easily found all my hard work, with graphs and a whole lot more than expected!...
December 2, 2019
I found LivePlan to overall be a good package with many of the resources I needed..wasn\'t anything else available at such an affordable price....
November 26, 2019
I completed my plan [quickly] and presented it to the bank, they were impressed that a fellow with no business training did such a fantastic job....
November 20, 2019
LivePlan takes everything to a new level. Its simple to use. Support is fast and friendly. Even complex issues are explained. Great value!...
November 6, 2019
The easy way to create a pitch with forecasting. It is for those who are really seeking some help in creating a business plan or a pitch....
November 5, 2019
I highly recommend LivePlan. I completed one business plan with them and have returned for the second time to do another. Customer service has been wonderful....
October 15, 2019
An opportunity to create a detailed plan for a very reasonable cost. At any time when I hit an obstacle the live chat option helped me quickly....
October 9, 2019
If you are looking to set up a new business or make improvements to your existing business, then look no further than LivePlan......
March 10, 2020
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!
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!
February 21, 2020
LivePlan is an excellent tool to organize your Business Idea and as a guideline for people like me who are writing a Business Plan for the first time.
February 21, 2020
Overall: Overall, i was able to put my business idea on paper and see exactly what the budget and funding looks like. It really helped me decide whether or not the business idea was worth pursuing. I highly recommend it to anyone of any level looking to write a business plan. Pros: I was able to create the exact business plan that I had envisioned. The software has great tools to help along the way. I had never written a business plan before, but using the software made it very easy with plenty of help and examples to create my own. The forecasts, budget, and funding pitch were what sold me on their software, and it was definitely worth it. It works exactly as advertised, and you\'ll know after you finish your business plan if it\'s really wo
February 20, 2020
Great Service overall! Much appreciated - fast and straight to the point!
February 4, 2020
I am very delighted to have come across Live Plan. I feel very confident about discussing my business with potential partners and investors now. I would recommend getting Live Plan when you want to become successful with any business venture.
January 24, 2020
My life before LivePlan was significantly more arduous and painful. The financial portion of my plan builds took MUCH longer - days instead of hours. The dependant spreadsheets I used needed constant care and attention double-checks for accuracy, not even talking about the reporting and graphs. LivePlan allows for a much reduced total time in plan build. I still do not use the \"build a second model\" functionality, though I probably should. My clients are always impressed with the output and the secondary login for review. Recently I started using the PITCH portion more effectively ... as well. I am currently searching hard for funding for a mature startup. We are using the plan as a roadmap for the new company build - could not happier!
January 12, 2020
This is an amazing platform! Makes creating a business plan EASY!!
January 5, 2020
I started live plan on my phone. It got me so far but I couldn\'t wait to see a larger format of what I was working on. Once I logged on with my laptop I quickly and easily found all my hard work. It was drafted with graphs and a whole lot more then what I was expecting. Super job you guys I\'m almost ready for my pitch.
December 2, 2019
I found LivePlan to overall be a good package with many of the resources I needed at my fingertips for the startup I was working on, there wasn\'t really anything else available on the market that I found which had everything in the same place for such an affordable price.
November 26, 2019
LivePlan was recommended to me by a friend so I tried it out. I was very nervous about writing a business plan but live plan made it very easy with step by step instructional video. I completed my plan in about a week and a half or so and presented it to the bank, they were impressed that a fellow with no business training did such a fantastic job, and I received my funding. So i would recommend that if you are going to write up a business plan of any sort to give this plan a try.
November 20, 2019
LivePlan is a Godsend to any busy entrepreneur/manager. Ive used Palo Alto products for years. In the earlier days, I thought the CD & Book versions of Business Pro and Marketing Pro were great, then the online earlier versions of LivePlan but his new LivePlan takes everything to a new level. Its simple to use. Support is fast and friendly. Even complex issues are explained in a readily understandable way. Great value. Thank you all.
November 6, 2019
The easy way to create a pitch with forecasting. It is for those who are really seeking some help in creating a business plan or a pitch. I had a good pitch which I created from Live Plan and really happy about the outcome and it didn\'t take us so long to create it. It\'s also helping businesses who are seeking help in gaining more sales and be monitored all the way!
November 5, 2019
I highly recommend live plan. I completed one business plan with them and now has returned for the second time to do another plan. The customer service has been a wonderful experience. You always receive immediate response rather if it is by chat or live contact. Each time I have contacted customer service, my problem or concerns were resolved immediately.
October 15, 2019
An opportunity to create a detailed plan for a very reasonable cost. At any time when I hit an obstacle the live chat option helped me quickly and very efficiently to make this a very simple process. A welcoming experience.
October 9, 2019
Hi, If you are looking to set up a new business or make improvements to your existing business, then look no further than liveplan.com The service I received was simply fantastic; In our hectic way of life these days it is heart warming to find a company that turns back the clock in the way they deal with their customers and take that extra step to ensure you are satisfied with the results. With a professional team and one on one customer support, I would definitely recommend them and use them again should I be looking to expand. Great work Guys.
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