Resources & Templates
17 worksheets, templates and checklists you can use straight away. No sign-up, no cost — they are yours to download and work through, and an advisor will happily go through any of them with you.
Getting Started
Documents to help determine if your business concept will work and make money
- DownloadExcel
List of Resources
A list of resources to help with your small business.
- DownloadPDF
Feasibility Comparison
A worksheet for determining the practicality of a business idea.
Business Plan
Everything you need to write your business plan effectively
- DownloadWord
Executive Summary Template
Use this easy-to-follow template when building an executive summary.
- DownloadPDF
Demographic Analysis
Build a customer profile with the help of this document.
- DownloadExcel
Competitive Analysis
Use this document to help find what makes your business unique.
- DownloadPDF
Business Plan Outline
The standard version used by the U.S. Small Business Administration and SBDC’s across the nation.
Financial Worksheets
Financial components and worksheets for your business plan
- DownloadExcel
Financial Template
Financial spreadsheets for looking at profit and loss, cashflow, as well as other aspects of finance.
Marketing Plan
Worksheets that make creating a marketing plan easier
- DownloadPDF
Target Market Analysis
Defining a target market is an important way to maximize marketing efforts.
- DownloadExcel
SWOT Analysis
A worksheet to determine the strengths, weaknesses, opportunities, and threats of your business as well as your competition.
- DownloadWord
Marketing Plan Template
A template for a marketing plan that includes industry trends, goals, tactics, and other aspects.
SBA Loans
Types and methodology to obtaining an SBA guaranteed loan
- DownloadPDF
Loan Package Checklist
List of documents that are usually requested by the bank when considering an SBA guaranteed loan and a conventional loan.
- DownloadPDF
Key Points to Borrowing Money
This discussion outlines some of the key factors a bank uses to analyze a potential borrower. Also included is a self assessment checklist at the end of this section for you to complete.
Buying a Business
Important tools when considering the purchase of a business
- DownloadPDF
Franchises
Franchising can be a great alternative if you want to have some guidance in the start-up phase of the business.
- DownloadPDF
Checklist for Buying a Business
20 things to know before you buy a business!
- DownloadPDF
Buying a Business
There are many different types of businesses to buy. Take these steps to narrow down the list of potential businesses you may want to purchase.
Miscellaneous
More valuable documents and resources for your business
- DownloadPDF
Overhead Rate Calculation
A company can use performance ratios, such as an overhead rate, to effectively manage its operations and to measure its overall performance against that of similar companies in its industry.
- DownloadPDF
Minority Certification and Government Contracting
A list of websites for information on how a small business can get minority certified.
Not sure which one you need?
Tell us where your business is and what you are trying to do. An advisor will point you at the right worksheet — and then sit down and work through it with you, at no cost.