Create a Lean Plan using LivePlan's one-page pitch, or collaborate on a lender-ready full business plan.
Use the plan as a springboard and 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 to see how the software works.
With a scalable, standardized approach to planning, you can create a repeatable process and streamline your advising. You'll be able to help more clients while improving your advising quality at the same time.
LivePlan's simple collaboration tools let you give feedback to your clients, even when they're not in your office. You can see your clients' progress and help keep them on track.
LivePlan turns your client's business plan into a real management tool. It will automatically compare budgets and forecasts to your QuickBooks or Xero accounting data, allowing you to track progress in real-time. You'll improve client retention by 30 percent and build long-lasting, healthy businesses.
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Each (client) meeting starts and ends with LivePlan ... By having an easy-to-use tool, we can guide clients on inputting numbers and then work through the financial statements to help them understand what it all means for their business.
It didn't take long for me to start recognizing how versatile and powerful of a planning tool it was. Before long, I was pitching LivePlan to my region director to test on a broader scale. Fast-forward a few years, and now it is the preferred business planning tool throughout our region.
We are proud users of LivePlan business plan writing software. This tool has allowed our participants to grasp a great understanding of all the sections in a business plan, as well as create a finished plan. This software is user friendly and we are overjoyed at the results we've been able to capture.