Learn the fundamentals of starting or growing a business with our free Simple Steps workbooks.


SCORE is dedicated to helping entrepreneurs succeed. As part of that goal, we offer these educational resources to help you plan for that success. These workbooks offer practical information and exercises that will help improve your chances for success in starting or growing your small business.

Click on this to download a PowerPoint presentation of our most popular seminar.

This presentation is an important overview of the numerous activities that you will confront as you put together your business plan and financial assumptions and forecasts.


Workshop Session:


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How to Write A Business Plan (PPT) (PDF)

Business Entity Legal Factors 

Business Health Insurance (PPT) 

SBA Sources of Capital (PPT) (PDF)

Marketing Your Business (PDF)

Website Basics  (PPT)

Business Planning (PPT)

Managing in a Recession (PPT)

Commercial Leases (PPT)

Banking Guidelines for Loans



A concise primer on how to navigate your way to franchise success.


A worksheet with a menu of typical expenses before one opens the doors for business

An Excel Workbook for a 12 month Sales Forecast

An Excel Workbook for a 12 month Sales Forecast by Category


Excel Workbook for a 12 month Cash Flow Projection


A balance sheet shows the financial position of your company at a single moment in time; in this case, it will be as of opening day.

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