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Templates for Your Business

Download templates and get SCORE 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] PDF  (view as html)
Business Plan for an Established Business
Microsoft Word
[pdf] PDF  (view as html)
Balance Sheet (Projected)

Excel
[pdf] PDF  (view as html)

Bank Loan Request for Small Business
Microsoft Word
[pdf] PDF  (view as html)
Breakeven Analysis
Excel
[pdf] PDF  (view as html)
Cash Flow Statement (12 Months)

Excel
[pdf] PDF  (view as html)

Competitive Analysis
Microsoft Word[pdf]
PDF
  (view as html)
Financial History & Ratios
Excel
[pdf] PDF  (view as html)
Loan Amortization Schedule
Excel
[pdf] PDF  (view as html)
Provided by Microsoft Office Online.
Opening Day Balance Sheet
Excel
[pdf] PDF  (view as html)
Personal Financial Statement
Excel
[pdf] PDF  (view as html)
Profit and Loss Projection (12 Months)

Excel
[pdf] PDF  (view as html)

Profit and Loss Projection (3 Years)
Excel
[pdf] PDF  (view as html)
Sales Forecast (12 Months)
Excel
[pdf] PDF  (view as html)
Start-Up Expenses
Excel
[pdf] PDF  (view as html)
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Thanks to Seattle SCORE
Special thanks to the Seattle SCORE Chapter for developing these user-friendly planning templates.