Business Consultants & Coaches
Professional consultants leverage our powerful business plan creation and management software to support entrepreneurs and established businesses from startup through maturity.
Learn MoreSmall Business Advisors & Mentors
Empower your clients with business planning & financial forecasting software
Advisors and educators partner with LivePlan
Professors, Instructors & Educators
Business instructors from community colleges to graduate programs rely on our flexible training tools to implement effective business planning, marketing, and financial management lessons.
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SBA Partners
SBDCs, WBCs, VBOCs, funding partners and other SBA-backed organizations use our suite of tools to strengthen client engagement, secure funding and improve business performance.
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Public Accountants & CPAs
Accountants use our industry-leading financial planning software to deliver scalable, efficient, and profitable advisory services such as outsourced CFO, strategic advising and forecasting.
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Incubators & Accelerators
Program directors and business mentors reinforce entrepreneurial principles with our intuitive pitch, plan, and forecast features, increasing founders’ understanding of their ventures.
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Small Business Lenders
Lenders advise loan recipients with our financial management and business planning services, designed to show entrepreneurs how strategic decisions impact their bottom line.
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Enterprise & Large Scale Partners
Corporations, controllers, franchisors, intrapreneurs and others plan and manage with our software, setting meaningful goals and accurately tracking financials against forecasts.
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What our partners are saying
LivePlan For Consultants
“LivePlan allows clients, facilitators, coaches, and small business consultants to access the business plan 24/7. This creates time efficiencies that are incredibly valuable.”
LivePlan For Educators
“LivePlan guides how I shape and deliver the class, and how I implement those newly discovered tools. Each year I dig deeper on what LivePlan has to offer.”
LivePlan For Accountants
“Discovering we could use LivePlan to help bookkeepers price their packages was huge. LivePlan gives us a framework to have those conversations.”
