Templates for Your Business

Download templates and get advice. To download, click on the link and choose “Save this file to disk”. Save the templates to a desired folder on your hard drive. 

You can open the file from the Web by double-clicking the file names. You can save these templates as Word documents (.doc), Excel spreadsheets (.xls) or PDFs (.pdf). 

Business Plan for a Start-up Business 
Microsoft Word
PDF 

Business Plan for an Established Business 
Microsoft Word
PDF 

Balance Sheet (Projected) 
Excel
PDF

Bank Loan Request for Small Business 
Microsoft Word
PDF 

Breakeven Analysis 
Excel
PDF 

Cash Flow Statement (12 Months) 
Excel
PDF

Competitive Analysis 
Microsoft Word
PDF 

Financial History & Ratios 
Excel
PDF 

Loan Amortization Schedule 
Excel
PDF

Nondisclosure Agreement 
Microsoft Word
PDF

Opening Day Balance Sheet 
Excel
PDF 

Personal Financial Statement 
Excel
PDF 

Profit and Loss Projection (12 Months) 
Excel
PDF


Profit and Loss Projection (3 Years) 
Excel
PDF 

Sales Forecast (12 Months) 
Excel
PDF 

Start-Up Expenses 
Excel
PDF