Do it Yourself Templates

Below are downloadable files if you wish to try your hand at a few tasks on your own.  If you would like access please enter your name and e-mail.

New Small Business Ideas on Budget

Business Planning Tools

  • Business Plan for an Existing Business
  • Business Plan for a Startup Business
  • SWOT Analysis
  • Market Size Assessment

Financial Templates

  • Opening Day Balance Sheet
  • Profit & Loss Statement
  • Start Up Expenses
  • Long Term Financial Projections with Cash Flow

Marketing Planning Tools

  • Branding Process
  • Competitive Analysis
  • Steps to Creating a Unique Point of Difference
  • Marketing Calendar Template

The business planning tools share examples of two business plans, provide a strategic analysis tool called a SWOT, and finally a market sizing tool. The financial templates provide you with spreadsheets that can help develop your core financial statements: income statement, balance sheet, and cash flow statement.  Finally, we have a few marketing strategy tools that aid in branding, competitive analysis, and building a unique benefit.

These are basic tools, aimed towards doing this yourself. If you would like to would like to try an instructor lead approach, please check out our courses in our XpressMBA™ program. These short 5 minute or less videos are designed for the busy small business owner.