It's back! LivePlan's Financial Forecasting

Master Class Aug. 15. Reserve my seat

Maximize the Impact of Your Advising Services

LivePlan business planning software is trusted by hundreds of SBDC, WBC, and VBOC consultants.

Get Started See It In Action

LivePlan simplifies the planning process, so that anyone can create a lender-ready business plan

Create a business plan or a quick one-page pitch

Create a business plan or a quick one-page pitch

Create a Lean Plan using LivePlan's one-page pitch, or collaborate on a full lender-ready business plan.

Use the plan as a springboard to quickly understand your client's business.

Create forecasts 70% faster than with spreadsheets

Build forecasts 70% faster than with spreadsheets

Walk clients through the process of building detailed strategic forecasts with instructions and examples at every step.

Help your clients set goals & track their growth

Help your clients set goals & track their growth

Use LivePlan's Dashboard reports to conduct regular advising meetings and keep your clients engaged as they work toward their growth goals.

Explore LivePlan features for SBA Partners

Ben uses LivePlan to guide entrepreneurs through different business planning and forecasting scenarios.

All of the topics that come up during a consulting session are covered, helping small business consultants focus on what their clients need most.

Read More » Ben

Our Partners

See how LivePlan helps consultants save time

Watch a brief 11-minute demo for an overview of how the software works.

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Get planning & financial tools
that make it easier to help your clients

Save hours with a streamlined process

Save hours with a streamlined process

LivePlan guides your clients through a simple step-by-step planning process. This saves you hours of time when helping your clients apply for an SBA-backed loan.

Work better together with online collaboration

Work better together with online collaboration

Leave quick comments on your clients' plans to keep their work on track. That way, you can tackle any minor problems they encounter before they arrive for their next session.

Create long–term relationships

Test ideas with what-if scenarios

Provide insightful advice by running quick what-if financial scenarios. Built-in industry benchmark data helps your clients build accurate forecasts while understanding how their businesses compare to similar companies.

Get started with LivePlan

Fill out the form below and our LivePlan Partnership Team will be in touch shortly.

What SBA Partners Are Saying About LivePlan

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LivePlan is wonderful. The best part is how easy it is to make adjustments and quickly see how it impacts cash flow. For example, one client had a 1% DSCR (Debt Service Coverage Ratio) which was not good enough—I said she wants to aim for 1.2% so she changed her hourly rate and automatically all the financial projections updated. We could have spent hours recalculating in a spreadsheet.

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The utilization of LivePlan's software made it very easy to drill down to the core of the (business) plan in an impactful, one–page pitch. This was a great win for our center's clients.

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LivePlan can really help small businesses get to the next level. [It] is all about helping them realize that goal. Anyone can have a great idea, but getting that idea across to a lender or investor is crucial. Entrepreneurs will be able to put together quality plans that will, without a doubt, help their businesses succeed in the long run.