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.
- 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 (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
Use the template below, then meet with a SCORE mentor for expert sales advice.
- Sales Forecast (12 Months) (Excel) | View
- 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
- 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!