Business Details
38 Years
experience
Business Planning Software Solutions
Palo Alto has been empowering entrepreneurs and small businesses since 1988 through innovative software solutions. Founded in Eugene, Oregon, our team combines decades of entrepreneurial experience with cutting-edge technology to create tools that simplify business planning and financial management. Our flagship product, LivePlan, serves over 1.5 million users across 180 countries, offering intuitive business planning software with integrated financial forecasting and dashboard analytics.We maintain a strong commitment to customer success through dedicated support services, educational resources, and strategic partnerships with accountants, consultants, and academic institutions. Our company culture emphasizes affordability, simplicity, and quality service while supporting community development and sustainable business practices.
Services
Business Planning Software
Financial Forecasting Tools
Performance Dashboard Analytics
Accountant Partnership Programs
Educational Curriculum Integration
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of entrepreneurial software development experience
- Our user-friendly tools simplify complex business planning processes
- We serve customers in 180+ countries with localized solutions
- Our dedicated customer advocacy team provides expert support
- We partner with leading accounting and educational institutions
What people say
Easy to use
Time-saving
Excellent templates
Real-time tracking
User-friendly
Services
Business Planning Software
LivePlan provides comprehensive business planning tools with step-by-step guidance and 550+ sample templates. Our cloud-based platform enables entrepreneurs to create professional business plans while integrating financial forecasting and performance tracking. The software connects with accounting platforms like QuickBooks and Xero for real-time financial dashboards.
Financial Forecasting Tools
Our financial forecasting tools simplify complex financial modeling with intuitive fill-in-the-blank interfaces. Users can create detailed financial projections, track key performance indicators, and analyze business performance through integrated dashboards. The software automatically updates financial models when business conditions change.
Accountant Partnership Programs
We offer specialized programs for accountants and bookkeepers to develop client advisory services. Our LivePlan Method provides training resources and implementation frameworks to help financial professionals offer strategic business planning services to small business clients.
Educational Curriculum Integration
Our educational solutions provide faculty and students with business planning resources aligned with entrepreneurship curricula. The platform includes teaching tools, sample business plans, and interactive features that help students develop practical business management skills through hands-on learning experiences.
Customer Support Services
Our customer advocacy team provides expert support for software implementation and usage. Based in Eugene, Oregon, we offer personalized assistance through email and live chat during business hours, with comprehensive knowledge base resources available 24/7 for troubleshooting common issues.
People
Tim Berry
Founder and Chairman
Founded Palo Alto after writing business plans for tech giants like Apple and Borland International. Recognized as a leading expert in entrepreneurial planning with over 30 years of industry experience.
Sabrina Parsons
CEO
Leads strategic growth initiatives with extensive experience in software development and business operations. Focuses on expanding global market reach while maintaining core commitment to small business empowerment.
Noah Parsons
COO
Manages day-to-day operations with emphasis on product development and customer satisfaction. Brings expertise in scaling software solutions for growing businesses across multiple industries.
Trevor Betenson
CFO
Oversees financial strategy and corporate finance with deep knowledge of SaaS business models. Ensures sustainable growth while maintaining financial transparency and accountability.
Josh Cochrane
VP of Product
Drives product innovation with focus on user experience and feature development. Translates customer feedback into actionable improvements for business planning software solutions.
Questions
What business planning tools do you offer?
We offer LivePlan, the world's leading business planning software with integrated financial forecasting, performance dashboards, and 550+ sample business plans.
Do you provide educational resources for students?
Yes, we offer curriculum integration tools and teaching resources for business educators, including student-friendly planning templates and interactive learning features.
What support options are available?
Our customer advocacy team provides email support during business hours (8am-5pm PT) with extensive knowledge base resources available 24/7 for troubleshooting.
Can I integrate LivePlan with accounting software?
Yes, LivePlan connects directly with QuickBooks and Xero for real-time financial data synchronization and automated dashboard updates.
Do you offer nonprofit discounts?
Qualified nonprofit organizations receive significant discounts on full retail versions of LivePlan to support their business planning needs.
What makes your software different from competitors?
Our software combines intuitive business planning tools with financial forecasting and performance tracking in one platform, developed through 30+ years of entrepreneurial expertise.
Reviews (3)
Dominique Dyball
Sep 22, 2019
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I just had to say thank you for your Live Plan software being so well built. I was planing on using it to create my business plan and then unsubscribe, but after one day of using it I wonder how I survived without it. As someone who has created online database software, I stand in awe at how easy it was to learn how to use it. Thank you again and keep up the good work👍
La Lokioka
Dec 10, 2014
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Do not use their Live Plan business plan , customer service insists they do not experience any problems, if you have a problem with their system which I did they do not hear it. After 3 months of using the system and having it lock me out on multiple computers, the final plan scrambles my financial numbers. I took it to an investor who asked for an… explanation of the numbers which made no sense. I was told by the company if i would like to correct the figures I would have to pay for another month! do not use them they do not stand behind their product. I am left with 3 months of work and
Dana Janezic
Oct 02, 2014
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They're a great place to work and LivePlan is a really fantastic product that I had the pleasure to help develop.
