Business Plan Tools

General Business Plan Tips (PDF)
Writing Tips for Business Plans (PDF)
Worksheet 2 – Start-up Costs (PDF)
Worksheet 3 – Monthly Operating Expenses (PDF)
Worksheet 4 – Income Statement (PDF)
Worksheet 4 – Instructions (PDF)
Worksheet 5 – Cash Flow Statement (PDF)
Worksheet 5 – Instructions (PDF)
Worksheet 6 – Break-Even Analysis (PDF)
Worksheet 7 – Resume (PDF)

The SBDC provides an excel document to assist with the income statement (worksheet 4) and cash flow statement (worksheet 5). Download excel document.

Step 7 - Financing Your Business. Lack of capital is a major cause of business failure. You must know not only how much money you need to start the project but also how much working capital will be needed to carry you through the first few months of operation.

Financing Tools:

Financing Basics
Facts about Small Business Loans
Types of Financing
Additional Sources of Capital
Lender Preparation

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA.

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