Business Planning & Financial Statements Template Gallery

These tools can be your first step towards small business success. Then, get advice to help you on your way.

Business Planning Templates

Use the templates below, then meet with a SCORE mentor for expert business planning advice.

Finance Templates

Use the templates below, then meet with a SCORE mentor for expert finance advice.

  • SCORE Financial Projections Template
  • Start-Up Expenses (Excel) | View
  • Opening Day Balance Sheet (Excel) | View
  • Balance Sheet (Projected) (Excel) | View
  • Bank Loan Request for Small Business (PDF) | View
  • Loan Amortization Schedule (Excel) | View
    Povided by Microsoft Office Online.
  • Break-Even Analysis (Excel) | View
  • Cash Flow Statement (12 Months) (Excel) | View
  • Cash Flow Statement (3 Years) (Excel) | View
  • Financial History & Ratios (Excel) | View
  • Personal Financial Statement (Excel) | View
  • Profit and Loss Projection (12 Months) (Excel) | View
  • Profit and Loss Projection (3 Years) (Excel)  | View

Sales Template

Use the template below, then meet with a SCORE mentor for expert sales advice.

  • Sales Forecast (12 Months) (Excel) | View

Marketing Templates

Management Templates

Have a question about small business planning? Connect with a SCORE mentor online or in your community today!

About the Author

Special thanks to the Seattle SCORE Chapter for developing these user-friendly planning templates.