Business Planning Tools

Please help yourself to these downloadable templates as you plan to start or grow your business.

Business Plan Templates

Every successful business starts with a detailed plan. These planning templates were created to guide you through the process of building a successful business model – a necessary component to getting the funding you need for your business.

• Business Plan Guide (PDF)
• Financial Projections Help Guide (PDF)
• Business Plan Guide in Spanish (PDF)

Profit & Loss and Cash Flow Projection Templates

A clear understanding of how basic financial assumptions affect profitability and cash flow is the cornerstone of business modeling. The examples of business pro formas from some of the more popular types of businesses. Follow the directions on the first tab of each template to create a model for a business.

• Profit & Loss Template (MS Excel)
• Cash Flow Template (MS Excel)

Business Planning Resources

The follow links go to websites of organizations that offer free business planning support.

• Small Business Development Center (SBDC)
• SCORE
• Center for Women and Enterprise (CWE)

If you have questions about templates above, or are unsure about where to start, please feel free to contact us.