Templates for Your Business

Template Gallery

Supplement advice from your SCORE mentor with these essential templates. To open, double-click on a file type. Be sure to save the templates to a folder on your hard drive.

Business Plan for a Start-up Business  Word  |  PDF

Business Plan for an Established Business  Word  |  PDF 

Balance Sheet (Projected)  Excel  |  PDF 

Bank Loan Request for Small Business  Word  |  PDF

Board of Advisors Excel

Breakeven Analysis  Excel  |  PDF

Cash Flow Statement (12 Months)  Excel  |  PDF

Cash Flow Statement (4 Years)  Excel  |  PDF 
(Provided by Real Easy Books)

Competitive Analysis  Word  |  PDF

Financial History & Ratios  Excel  |  PDF

Loan Amortization Schedule  Excel  |  PDF 
(Provided by Microsoft Office Online)

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