Use these business planning, finance, sales, marketing and management templates & guides.
Then, get advice from a SCORE mentor for one-on-one assistance along the way. These resources can be your first step towards small business success.
Business Plan Templates
Use the templates below, then meet with your SCORE mentor.
Finance Templates
Use the templates below, then meet with your SCORE mentor.
- Financial Projections Template
- Start-Up Expenses
- Opening Day Balance Sheet
- Balance Sheet (Projected)
- Business Loan Estimator Tool
- Bank Loan Request for Small Business
- Online Small Business Loan Worksheet
- Loan Amortization Schedule
- Break-Even Analysis
- 12-Month Cash Flow Statement
- 3-Year Cash Flow Statement
- Financial History & Ratios
- Personal Financial Statement
- 12-Month Profit and Loss Projection
- 3-Year Profit and Loss Projection
Marketing & Sales Templates
Use the templates below, then meet with your SCORE mentor.
- Sales Forecast (12 Months)
- Marketing Plan Guide
- Quick Start Marketing Plan Tool
- Product and Service Description Worksheet
- Target Market Data Worksheet
- Target Market Comparison Worksheet
- Distribution Channel Assessment Worksheet
- Annual Marketing Budget Template
- Marketing Calendar Template
Management Templates
Use the templates below, then meet with your SCORE mentor.
