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Planning Tools


Start the path to entrepreneurship with confidence.

What does it take to own a business? What does the entrepreneur’s life look like for you? With the right tools and a good plan, you’re on your way to creating the viable business you’ve been dreaming about.

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Business Planning Tools & Resources

How We Help

Get started with these helpful business planning tools:

Entrepreneurial Assessment

Find out if you have what it takes to run a business. (click to download)

Business Plan Template

Fill in the sections step by step to make building this critical document manageable, meaningful and simple. (click to download)

Financial Worksheets

Pre-populated formulas for cash-flow worksheets and more help you determine what needs to go in and out of your business to make it sustainable and profitable. (click to download)

Tips, Tools, Downloads and Resources

Read this article: 5 Tips for Sucess in Starting a Small Business

Ready to get help moving forward?