The LivePlan Tour

LivePlan works for any type of business, at any stage in its development. Take our tour to see how LivePlan’s guided, step–by–step process takes the stress out of starting your business.
Begin the
tour

1 The first thing you’ll do in LivePlan is set up your business.

Getting started in LivePlan is easy. We’ll ask for a few, simple details about your business. Select a goal and LivePlan will recommend a starting point to position you for success.
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2 After you’re done setting up your business, you can get started on your business strategy.

The LivePlan Pitch is a one–page summary of your business that defines your strategy. It’s a fast, simple, and more effective way to document your business idea. LivePlan lets you publish your pitch on the web and export to PowerPoint so you can share it on Facebook, Twitter, LinkedIn, or even with old fashioned email.
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3 Your pitch is a great way to summarize your business strategy.
View Example
Your pitch is a great way to summarize your business strategy
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4 When you’re done creating your pitch, you can move on to creating your full business plan.

LivePlan breaks the business planning process down into simple steps with instructions and examples. Your plan starts with the traditional structure of chapters and sections, but it’s fully customizable. Add or remove chapters and sections as you see fit.
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5 The last part of building your plan is creating a budget and forecast. Don’t worry—LivePlan makes it easy.

No math or complex spreadsheets needed. Enter the sales you think you can make along with your anticipated expenses, and LivePlan automatically creates your financial statements. If you’re not sure what number to put in, make an educated guess and LivePlan will help you see if your plan is reasonable.
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6 Check your numbers against the competition to see how they stack up.

With Benchmarks, you can use real data from businesses across the country to see your plan is realistic. Compare by region and size to get the most accurate data possible. LivePlan helps you create budgets and forecasts that make sense.
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7 Keep your business growing and healthy with the LivePlan Dashboard.

Connect LivePlan to QuickBooks, Xero, or enter your accounting info manually to track your progress against your plan. See instantly, if you’re meeting your sales goals and staying on budget. It’s the best way to grow your business and keep it healthy.
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Ready to start your plan?

Try LivePlan risk–free for 60 days. If you’re not totally satisfied, get a 100% hassle–free refund.

Top Rated Business Plan Writers Tackle your next job quickly with Upwork, the world’s top freelancing site trusted by 5 million businesses.

 

Investor-Ready Business Plans

One of our happy customers summed our offering up right: “LivePlan is like hiring an expert consultant combined with a professional designer coupled with a financial wizard.” Here’s the guarantee: your plan’s financial tables and charts will be error-free and your final plan will look polished, customized to your needs, and ready to impress investors, business partners, banks and SBA-lenders.

modern intuitive interface

Modern, Intuitive Interface

We’ve learned a few things over our 15-year history designing the #1-selling, business-planning software for small businesses. With LivePlan, we’ve taken all of the friction out of the equation allowing you to move seamlessly and intuitively from section to section, allowing your ideas to come to the forefront. Plus, there are helpful videos and examples every step of the way.

compare your business to your competition

Tracks Day-to-Day Performance

LivePlan’s Dashboard feature is a visually-and-information rich business dashboard that keeps your finger on the pulse of the health of your business, highlighting the most crucial information you need to track in your business. It syncs in real-time with QuickBooks and Xero accounting software, making Excel and cumbersome reports a thing of the past. Know exactly how your business is doing and create impressive progress reports in minutes when you use LivePlan.

500+ sample plans included

500+ Sample Plans Included

Get inspired and keep writer’s block at bay with our included gallery of over 500 example business plans spanning all major industries. With LivePlan, you can save hundreds of hours using our sample plans as a starting point for your own plan, customizing for your business as you go.

tracks day-to-day performance

Compare your Business to your Competition

With LivePlan, you can compare your plan (and your actual performance) to real businesses just like yours. This ensures that you have an accurate and realistic plan when you are building your budgets, and helps you stay on track once you are up and running.

Everything below is included

Automatic Financials

No hassling with formulas. Financial tables, charts, and reports automatically calculated

Step by Step Instruction

Fill-in-the-blank simplicity walks you through entire process beginning to end

500+ Sample Plans

500+ sample business plans covering all industries to defeat writer’s block

Expert Advice

Expert video tutorials and definition of key terms from renowned business plan expert

SBA-Approved Form

Produces lender-approved, professional, visually impressive documents

One-Page Pitch

Build an infographic executive summary for quick pitching

Performance Dashboards

Visual dashboards for real-time tracking against budgets and sales goals

QuickBooks & Xero Integration

Real-time syncing with your accounting software for at-a-glance reports

Access Anywhere, Anytime

Update your plan and track your business health from anywhere with internet

Custom Themes

Choose from 10 different eye-catching, professional themes when you print your plan or download to PDF

Export Your Plan

Export your business plan at anytime to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentation

Collaboration Tools

Collaborate easily across your team. Share plans securely with partners and investors

Multiple Plans

Create as many business plans as you need (one plan active at a time or upgrade to add more active plans)

Benchmark Data

Find out how your company is doing compared to others in like industry, size, or locale

Milestones

Create milestones for the key events in your plan and start tracking your progress

Multi-Device

We’re cloud-based so PCs, Macs, and tablets are all welcome

Expert Toll-Free Support

Phone, email, and chat support

Secure & Confidential

Your business data is complete locked down and safe. Guaranteed

Some of our fans

Writing a business plan can be an overwhelming task, especially when it comes to formatting and layout. LivePlan has made it easy to focus on putting your business ideas and goals on paper instead of fussing with all the other pesky stuff.

Mandie O'NeilMandie O’Neil
Founder of LuckyDog Day & Night Care and the Downtown Hound

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.

John JanstchJohn Jantsch
Author, speaker, marketing consultant

I really liked how LivePlan 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%.

Dr. Robert KeeferDr. Robert Keefer
CEO and founder of Now Hear This

fan logos that use liveplan

Trusted by 850,000+

entrepreneurs like you

LivePlan is an excellent business planning solution.Top Ten Reviews Gold Award

Accountex User Favorite Award for Business Intelligence

The User Favorite Awards are the most coveted of accounting technology accolades as they are unbiased and decided by the users themselves.Accountex User Favorite Award for Business Intelligence

newbusiness

LivePlan has taken a step-by-step approach to make the process of creating financial records and projections as simplistic as possible.NewBusiness

zd net

LivePlan helps entrepreneurs and small businesses organize relevant strategy and projection information more concisely.ZD Net

PC Magazine

LivePlan delivers what it promises, which is an expert walk-through to help you create and keep to a business plan of which you can be proud.PC Magazine

inc magazine

LivePlan is laser-focused on helping you start and manage a business plan as your business grows. An essential tool for launching a startup.Inc Magazine

We’re Here to Help

Call 1-888-498-6136 or start a live chat.

Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.