Business Templates

Twitt

Business Plan Templates

Are you preparing to write a business plan?

These tools can be your first step towards small business success. Then, get advice to help you on your way.

Use the templates below, then meet with a SCORE mentor for expert business planning advice.

  • Business Plan for a Start-up Business PDF | Word
  • Business Plan for an Established Business PDF | Word
  • Business Planning Tools for Nonprofit (PDF)| View
  • Board of Advisors (PDF)| View
  • Competitive Analysis (PDF)| View
  
This new video explains the importance of this living document
 

Finance Templates

Use the templates below, then meet with a SCORE mentor for expert finance advice.

  • SCORE Financial Projections Template | View Template | View Explanatory Notes for Template | View Ann’s Nursery Example
  • Start-Up Expenses (Excel)| View
  • Opening Day Balance Sheet (Excel)| View
  • Balance Sheet (Projected) (Excel)| View
  • Bank Loan Request for Small Business (PDF)| View
  • Loan Amortization Schedule (Excel)| View
      Provided by Microsoft Office Online.
  • Breakeven Analysis (Excel)| View
  • Cash Flow Statement (12 Months) (Excel) | View
  • Cash Flow Statement (3 Years) (Excel) | View
  • Financial History & Ratios (Excel) | View
  • Personal Financial Statement (Excel) | View
  • Profit and Loss Projection (12 Months) (Excel) | View
  • Profit and Loss Projection (3 Years) (Excel)  | View

Sales Template

Use the template below, then meet with a SCORE mentor for expert sales advice.

  • Sales Forecast (12 Months) (Excel)| View

 

Special thanks to the Seattle SCORE Chapter for developing these user-friendly planning templates.

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