Business Details
38 Years
experience
Business Planning Software Solutions
Founded in 1988, we have dedicated over three decades to empowering entrepreneurs and small businesses through innovative software solutions. Our flagship product, LivePlan, serves 1.5 million users across 180 countries, offering tools for business planning, financial forecasting, and performance tracking. We collaborate with accountants, consultants, educators, and government agencies to expand access to entrepreneurial resources.Our team combines deep industry expertise with a commitment to simplicity, affordability, and community impact. Headquartered in Eugene, Oregon, we maintain a customer satisfaction rating of 4.8/5 while supporting businesses at every growth stage through intuitive, cloud-based platforms.
Services
Business Planning Software
Financial Forecasting Tools
KPI Dashboard Integration
Accounting System Sync
Business Plan Templates
Client Advisory Services
Educator Resources
Details
- Year established: 1988
Highlights and features
- 30+ years developing business planning software since 1988
- 4.8/5 customer satisfaction rating from 1.5 million global users
- Official partner of America's SBDC for business advisory services
- Cloud-based software integrates with QuickBooks and Xero
- 35-day money-back guarantee on all software purchases
Associations and certifications
- Accountex User Favorite Award for Business Intelligence
What people say
Easy financial forecasting
Great customer support
Excellent templates
User-friendly interface
Helped secure funding
Services
Business Planning Software
LivePlan provides comprehensive business planning tools with step-by-step guidance. Users access 550+ sample plans and financial forecasting templates. Cloud-based platform enables real-time collaboration and updates for entrepreneurs at all growth stages.
Financial Forecasting
Automated financial modeling tools simplify budgeting and cash flow projections. Integrates with accounting software for real-time data synchronization. Dashboard visualizations help businesses track key performance indicators and make data-driven decisions.
Client Advisory Services
Supports accountants and consultants in delivering strategic advisory services. Includes training resources and implementation frameworks for client business planning. Helps professionals build scalable advisory practices for small businesses.
Educator Resources
Provides curriculum materials and software licenses for business education programs. Enables faculty to teach practical business planning skills using real-world templates. Supports entrepreneurship education in academic institutions globally.
Software Integration
Connects with QuickBooks and Xero accounting platforms for automated financial data updates. Cloud-based architecture ensures cross-platform compatibility. Reduces manual data entry while maintaining financial accuracy for growing businesses.
People
Tim Berry
Founder and Chairman
Founded Palo Alto after writing business plans for tech giants like Apple and Borland. Pioneer in making business planning accessible to entrepreneurs through software solutions since 1988.
Sabrina Parsons
CEO
Leads strategic direction with focus on empowering small businesses through technology. Brings extensive experience in scaling software companies and developing solutions for entrepreneurial ecosystems.
Noah Parsons
COO
Manages day-to-day operations and business development. Focuses on expanding global reach while maintaining product quality and customer satisfaction standards across 180 countries.
Trevor Betenson
CFO
Oversees financial strategy and corporate growth initiatives. Ensures sustainable business practices while supporting product development and market expansion efforts since joining the executive team.
Josh Cochrane
VP of Product
Drives product innovation and user experience improvements. Leads development of LivePlan features that simplify business planning for entrepreneurs and small business owners globally.
Questions
What business planning tools do you offer?
We provide LivePlan software with business plan templates, financial forecasting tools, KPI dashboards, and accounting integrations for entrepreneurs at all growth stages.
Do you support accounting professionals?
Yes, our LivePlan Method helps accountants build client advisory services with training resources and implementation frameworks for small business planning.
Are educational discounts available?
We offer academic resources and software licenses for educators teaching business planning. Nonprofits receive significant discounts on full retail software versions.
What support options exist?
Customer support operates 8-5 PT with email assistance. Knowledge base articles, training videos, and product guides available online for self-service troubleshooting.
How does software integration work?
LivePlan connects with QuickBooks and Xero for automatic financial data updates. Cloud-based platform ensures cross-system compatibility while reducing manual data entry requirements.
What refund policies apply?
All software purchases include a 35-day money-back guarantee. Refunds processed upon request within this period for unsatisfied customers.