Need a business plan to secure an SBA loan?

  • Fill in the blank business plan
  • Automatic financial forecasts
  • Balance sheets & profit-loss statements
  • SBA-approved format
  • Expert help at every step

Here's How LivePlan Can Best Prepare You to Apply for an SBA Loan:

Get the Necessary Business Documents for Your SBA Loan Application, All In One Place

LivePlan Also Gives You Tools to Help Your New Business Succeed

Search our library of hundreds of legal forms that cover credit applications, contractor agreements, employee contracts and more.

Access Essential Business & Legal Form Templates

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When applying for an SBA Loan, You will likely need:

  • A document outlining your business and business history
  • A current business balance sheet
  • A current profit and loss statement
  • A current schedule of liabilities

With LivePlan, you'll be guided through a step-by-step process to get all of the additional loan required documents in place - simply fill in the blanks and we'll do the rest.

Everything you’ll need to apply for an SBA Disaster Loan including documents that outline your business plan and history, a current balance sheet, profit and loss statement, and schedule of liabilities. We’ll guide you through the process to assure you have everything you need, just fill in the blanks and get started today.
Make planning and applying for your SBA Disaster loan easier with a fill in the blank business plan, automatic financial forecasts and balance sheet and profit and loss statements, all in an SBA approved format. Start your business planning today with 50% off your first month.

Start for $10

“I used LivePlan for two different businesses. I received loans on both businesses. The reason was due to the professional templates provided by LivePlan. The templates were easy to use but when I needed help, LivePlan customer support walked me through the process. I am forever grateful for LivePlan. Thank you!”

Kody W.
Small Business Owner

Test Scenarios to Plan Ahead
and Keep Your Business Healthy

LivePlan will help provide immediate financial documents for the SBA Loan application today, but take comfort in the tools that LivePlan includes to give you visibility into the future of your business so you can plan with confidence.

  • Test multiple financial scenarios and track the health of your business.
  • Compare actuals to forecasts in real-time and directly integrate with accounting software, such as QuickBooks.

"LivePlan helped me create a professional business plan that enabled me to get a small business loan and get started. Without LivePlan's cohesive approach, I doubt I would have been able to create such a full-fledged plan on my own."

Joshua O.
Small Business Owner

Guide your business through uncertainty with active forecasting tools. Not only will this fit a need in your SBA Disaster Loan application, but it will provide you with insights into what can happen to your business. Compare your actuals to forecasts by integrating accounting tools, such as QuickBooks, to make good strategic planning decisions at a moments notice. Get started risk free today.

If you ever get stuck, we're here to help.

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:


“LivePlan was user friendly, supportive and provided meaningful guidance all while remaining very flexible.”

Freja Nelson, Oregon
Freja Foods

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

Get a Polished Business Plan That Will Impress 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 can share it easily
  • Print out your plan to get a clean, professional document

Join over 1 million small businesses who found success with LivePlan


35-day money back guarantee. Get started for 50% your first month.

“LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun.”

Helga Douglas
Owner, Svala

Get Insights That Will
Help Your Company Grow

See How You Stack Up
Against Competitors

Are you charging enough? Will you meet your revenue goals? LivePlan's forecasting tool can answer these type of questions at a glance.

Plug in your industry and where you're located, and LivePlan will tell you how you're doing compared to businesses just like yours.


You Might Be Surprised By What New Business Owners Have Achieved with LivePlan

Mandie O'Neill

"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. I really liked how each section is defined and gives examples of what a quality business plan should look like.”

Lucky Dog Daycare, Eugene OR
Olive Oil USA, LLC, New York, NY
Rachid Tajiouti

"The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors, and I've raised $3M so far!"

BE Fit! Tri Wellness, Chicago, IL
E'a Williams

“Once the investor saw the plan, he believed in it. The interface was fresh and lively. The program gave wonderful examples of what should be in each of the different sections."

Join over 1 million small businesses who found success with LivePlan


35-day money back guarantee. Start for $10.

“I know without a doubt that your product helped me secure my SBA loan. I was so happy with every aspect of my experience with LivePlan”

Kim B.
Small Business Owner

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Trusted by 850,000+ entrepreneurs like you

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See inside a completed plan »

LivePlan gives you everything
you need to get SBA funding

No Math Required with
LivePlan's Built-In Equations

You'll get razor sharp financials without the unnecessary stress of remembering what numbers to include and which formula to apply. Additionally, your plan will also include financial tables lenders will expect to see. 


“I am starting a new business and needed a loan for operating capital and start-up expenses. When I learned that I needed to produce 3 years of financial projections, I panicked. LivePlan came to the rescue. It was easy. I put in basic information and LivePlan extrapolated the rest. No need to hire an accountant or to tinker with scary Excel spreadsheets.”

Michelle S.
Small Business Owner

Skip updating the spreadsheet and let LivePlan run the calculations for you. Check your financials and projections at a glance and even group them into financial tables, charts and graphs to share with lenders. Get started risk free today.