LivePlan simplifies the complex process of writing a professional business plan.


You get a step-by-step process to follow

LivePlan asks you questions about your business, you plug in the answers. It's as easy as that. You'll get straight-forward instructions with examples on:

  • Ways to write a pitch that grabs investors' attention
  • What to include in your marketing plan
  • Every other essential piece of your business plan

All the financials are calculated for you

LivePlan tells you exactly what kind of financial information you need to enter and then it does all the calculations automatically using built-in formulas. So you end up with razor-accurate financial statements that include all the tables that a lender or investor expects to see.

If you ever get stuck, we'll help you out

Most LivePlan users are able to breeze through their first business plan. But if you ever have a question, there are 3 ways to get advice:

  1. Call a LivePlan expert at 1-888-498-6136
  2. Start a chat with our advocacy team. Click here to try it.
  3. Or refer to more than 500 sample plans and tutorial videos built into LivePlan

Get a Polished Business Plan That Will Impress Partners or Lenders

Once your plan is done, you can:

  • Customize the look of your plan using 10 beautiful document themes
  • Download your plan as a PDF or Word doc so you share it easily
  • Print out your plan to get a clean, professional document

Desk Top LivePlan

Additional Information

Personal Support Yes

Product Sales Yes

Online Support Yes

Services Sales - Support Yes

Books - Educational Programs Yes

Image - Creation - Management No

Branding - Marketing Yes

Communication - Webinar - eMail - Video No

Concerns and Issues I help with Starting a Business

Concerns and Issues I help with Building a Business

Concerns and Issues I help with Growing a Business

Concerns and Issues I help with Getting to the next step

Services Provided 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.

Live Plan Introduction


Palo Alto Software, Inc.
44 West Broadway, Suite 500
Eugene, Oregon 97401
United States

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Fax: 1- (541) 683-6250

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  • From bright idea to business plan in 30 minutes
  • With LivePlan’s unique approach to business planning, you’ll have a one-page business plan before you know it. It’s fast, easy, and even fun. In no time, you’ll be planning marketing sales activities, dreaming up products and service offerings, and creating essential financial projections. It’s the quickest way to get started.
  • * Test the numbers
  • * Validate your idea
  • * Create a pitch presentation
  • * Share with stakeholders
  • Your full plan in half the time - with twice the impact
  • Receive step-by-step instructions once you log into LivePlan. Your business planning process is made easy with prompts, definitions, videos, examples, and text tutorials built right in.
  • * Fill-in-the-blank planning
  • * 500+ plan samples and examples
  • * Error-free financials
  • * Many professional design styles
  • * SBA-approved format
  • Dashboards monitor the health of your business
  • Track your progress and past performance in an easy-to-read dashboard. See how your revenue and key metrics measure up to your own goals and industry standards from Sageworks, and quickly make adjustments to your plan as things evolve. It’s a live plan, after all.
  • * Award-winning dashboards
  • * Compare against industry benchmarks
  • * Drag-and-drop forecasting
  • * Syncs with QuickBooks
  • * Important milestone tracking
  • Verified Business


1 Review
Software Review

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.

April 2018

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