Business Planning & Financial Statements Template Gallery
These tools can be your first step towards small business success.
Find business planning, finance, sales, marketing, and management templates & guides then get advice from a SCORE mentor for one-on-one assistance along the way.
Business Planning Templates
Use the templates below, then meet with a SCORE mentor for expert business planning advice.
- Business Plan for a Start-up Business
- Business Plan for an Established Business
- Business Planning Tools for Nonprofit
- Board of Advisors
Use the templates below, then meet with a SCORE mentor for expert finance advice.
- SCORE Financial Projections Template
- Start-Up Expenses
- Opening Day Balance Sheet
- Balance Sheet (Projected)
- Bank Loan Request for Small Business
- Loan Amortization Schedule
- 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
Marketing & Sales Templates
Use the templates below, then meet with a SCORE mentor for expert sales advice.
- Sales Forecast (12 Months) (Excel) | View
- Marketing Plan Guide
- Product and Service Description Worksheet
- Target Market Data Worksheet
- Target Market Comparison Worksheet
- Competitive Data Collection Plan
- Competitive Analysis Worksheet
- Brand Message Worksheet
- Pricing Strategy Worksheet
- Distribution Channel Assessment Worksheet
- Marketing Expenses Strategy Chart
- Annual Marketing Budget Template
Marketing Calendar Template
Use the templates below, then meet with a SCORE mentor for expert management advice.
- SWOT Analysis Worksheet
- Job Analysis Worksheet
- Organization Chart for Chief Operating Officer
- Event Planning Checklist
Have a question about small business planning? Connect with a SCORE mentor online or in your community today!