LivePlan for SBDC
 

How to QUICKLY create dynamic financial survival scenarios for ALL of your clients

In this webinar Sabrina Parsons, CEO of Palo Alto Software, will discuss how to help your clients quickly pivot their business model during uncertain times.

LivePlan allows you to create multiple forecasts and budget scenarios. Learn how to use your clients' actual numbers and financial history as a starting point, and then create 2 or 3 alternate financial scenarios to keep their business going. This webinar will walk you through how to:

  1. Build a current “good scenario” in LivePlan (if they have one already, that’s great!)
  2. Create a “worst-case scenario” and several alternate scenarios that include bridge loans.
  3. Use these crisis forecasts to understand projected cash flow and how much financing they might need to survive this time.

This process will help your clients know their "runway," so they can have peace of mind about the future of their business.