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You may have a great idea for a new business or to expand an
existing venture, but ideas alone
aren't enough. You need a plan and if you want to obtain the capital
that is vital to turning your idea into a
reality, you need your plan to be organized, complete, and
compelling.
Writing a successful business plan can take months of research and
revision — but there are tools available to simplify the process.
First, you want to consider what you know, and what you don't know,
about the strengths, weaknesses, opportunities and disadvantage that
define your product or service in the current market. What
will your business do? Who will the customer be? Who will be your
biggest competitors? How will your business make money? From your
proposed company's mission statement to its equipment and staff
needs, all the details need to be examined and clearly outlined.
The following collection of tools can help
you create a comprehensive and well organized plan that details your
business idea and communicates it clearly.
For Download Instructions CLICK HERE |
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Business Financial Planning Tools
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Business Plan Check List |
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Use the Strength, Weakness, Opportunity, and Threat (SWOT)
framework to highlight and assign the research necessary for writing
your plan (MS Excel Format) |
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Business Plan Template |
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Use this Word template to create an organized plan that catches
investor and/or lender attention. (MS Word Format) |
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Preparing Financial Statements |
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Understand the key trends and industry standards of financial
statement preparation. This article will provide key points to
address. CLICK HERE to
read article. |
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Startup Capital Estimator
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Use this spread sheet to estimate what amount of capital is
required to startup or expand a business venture. (MS Excel Format) |
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5 Year Projection
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This is a four page spreadsheet that will help you estimate
forward looking profit /loss and cash flow projections 5 years
out. (MS Excel Format) |
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Loan
Amortization Spreadsheet |
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Use this spreadsheet to calculate the payment and a schedule of
principal and interest payments for any loan amount, repayment
timeframe and/ or interest rate. (MS Excel Format) |
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Goal Assessment |
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Track and measure your company's objectives against key
financial, customer, internal business process, and growth metrics.
By providing a balanced set of metrics, this template makes it
possible for your company to measure success against both short-term
and long-term goals. (MS Excel Format) |
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