Info You Can Use

Listed below are a variety of helpful articles, templates and presentations that have been prepared by our staff to assist you in understanding and meeting the challenges of doing business in today's climate. We are happy to provide these tools and encourage you to come back often as we add new elements and expand the content. As you review them please feel free to contact us to discuss any questions or issues that they raise. Simply click on the links and learn more about the opportunities and obstacles that face the modern business.

Business Plan Concepts

• Business Plan for a Startup Business
This Word document provides you with an outline and concepts that need to be included in a business plan for a startup organization. With over 150 questions it will give you an understanding of the issues that must be evaluated prior to starting your business.

• Business Plan for an Established Business
This Word document provides you with an outline and concepts that need to be included in a business plan for an existing business. With over 150 questions it will give you an understanding of the issues that should be must be evaluated and understood to operate effectively in today's business climate.

• Business Plan Overview
This PowerPoint presentation helps to guide you through the key elements that you will need to address as you develop your organization's business plan. It also frames the factors that support the need to write a plan and the value to be gained from the effort. (After the document loads simply continue to click on your mouse button to go through the entire presentation).

• Business Planning
This Word document is intended to give you some insight into the various planning documents that a successful business should have in place to provide its direction and scope.

• Short Business Plan
This Word document gives a brief overview of the form and content of a business plan. It supplies you with a very fundamental approach to the elements found in today's business plans.

• Tactics of a Business Plan and Business Forms
This PowerPoint presentation provides you an overview of today's business plan and the purpose it serves. In addition; you are shown a brief review of the various legal structures available to create your business. (After the document loads simply continue to click on your mouse button to go through the entire presentation).

• Why a Business Plan is Important
This Word document gives you a checklist of issues that often drive the creation of a business plan.

Financial Performance Templates

The following documents are all Excel spreadsheets that are designed to enable you to perform financial analysis on your existing business or projections for your proposed venture. Many of the templates have sample data that gives you a working example of the end product. Most of these spreadsheets are intended for the casual Excel user, but some do contain more advanced cpabilities (i.e. - pivot tables, macros, etc.) and therefore may require professional assitance to use and understand.

• 12 Month Cash Flow Statement

• 12 Month Profit and Loss Projection

• 12 Month Sales Forecast

• Balance Sheet with Financial Ratios

• Breakeven Analysis

• Channel Sales Forecast

• Detailed Expense Estimates

• Detailed Revenue Plan

• Detailed Sales Forecast

• Financial History and Ratios

• Loan Amortization Schedule

• Loan Calculator with Extra Payments