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.
Walk clients through the process of building detailed strategic forecasts with instructions and examples at every step.
Use LivePlan's Dashboard reports to conduct regular advising meetings and keep your clients engaged as they work toward their growth goals.
Watch a brief 11-minute demo for an overview of how the software works.
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.
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.
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.
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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.
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.
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.