Additional Tools

Here you will find a number of free tools that can help you based on your specific needs.

Business Planning Tools

Debt Financing

Business Plan (Existing Business)

This is an example of a full business plan for an existing business. This is much different than a start-up as revenues and expenses are known, and therefore can be better forecasted
Expansion

Start-up Business Plan

This is an example of a full business plan for an start-up. This is much different than an existing business because revenues and expenses are un-known, and therefore need to be estimated using benchmarks.

SWOT Analysis

This is a free tool that can help you perform the most basic strategic analysis, which a SWOT. This tools captures a business' Strengths, Weaknesses, Opportunities, and Threats.
Start-up financing

Market Assessment

This free tool illustrates how to estimate the size of a potential market or market segment. This can be helpful in setting goal or estimating revenue for start-up or market expansion.

Financial Templates

Opening Day Balance Sheet

There are 3 key financial documents for any business. The balance sheet is one of them
Equity Fundraising

Profit & Loss Statement

There are 3 key financial documents for any business. The profit & loss statement is one of them

Cash Flow

There are 3 key financial documents for any business. The cash flow statement is the final.

Start-up Expenses

This is unique to start-ups. It is critical to have a detailed outline of your expected start-up expenses as they are key when seeking funds.

e-Books

Equity Funding Basics

This e-Book provides a high level overview of the basic steps behind equity funding. Get a Copy.

Business Loans: Credit < 700

This e-Book explores your options when seeking a business loan, when you or one of your partners has less than stellar credit (<700). Get a Copy.

Business Loans: Credit > 700

This e-Book explores your options to get the best business loan, when you and all of your partners have stellar credit (> 700). Get a Copy.

Fast Business Loans

This e-Book explores your options when seeking a business loan, when you need funds quickly. Get a Copy.

Infographics

How to Get an SBA Loan

Download a copy

Finding the Right Bank

Download a copy

How to Start a Busines

Download a copy
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