Business Forms

Send a copy of your Business Plan to a potential investor for their review and consideration together with this easy-to-use template Cover Letter.

Raise additional operating capital from investors to expand your company into international territories with this Business Plan Template for Expansion into Foreign Markets.

• This template is for a business with a proven performance record.
• Investor equity capital will be raised through the issue of securities, the type and nature of which is open for negotiations, subject to the rights of existing shareholders.
• The Business Plan includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary information.
• Each section of this Business Plan template contains instructions to help you complete the document.
• The template is available in MS Word format and is totally editable to fit your specific circumstances.

If you're looking for loan financing to start up a financial consulting firm or to expand your existing business, you'll need to convince the bank to loan you the money. This downloadable Business Plan template is a good place to start.

• The template contains language for both start-up firms and for established businesses.
• This Plan is suitable for firms that provide financial planning, tax preparation, investment counseling, and/or a variety of insurance products and services.
• A Confidentiality Agreement is included to protect your financial data and other confidential information.

You can download the Financial Consulting Services Business Plan immediately after purchase.

Find lenders and investors to help you bring a new product to market with this fully editable Business Plan template prepared specifically for manufacturing and marketing products.

• The intent of this Business Plan is to obtain funding from investors by issuing them shares in the company in return for their investment, or by a combination of investment funds and loan proceeds through a bank or other lender.
• Each section of the document includes instructions and guidelines on how to complete it.
• The template includes sample pro forma financial projections.

Buy and download the template and get started writing your winning Business Plan today.

Software developers can raise the capital needed to develop and bring a new software program to market with this easy-to-use Business Plan template.

• This template focuses on raising funds for the project through selling shares to investors.
• The document includes sections for: a history of the company, a description of the software products, a market analysis and marketing plan, and a 3-year financial plan.
• You also get a Confidentiality Agreement which should be signed by anyone who reviews your business plan to protect your confidential information.

Software developers often forget that success in business isn't just about designing great new products. Getting funded requires good planning. Get started on your winning Business Plan with this downloadable template.

Prepare a 3-year business plan for a tailoring and alterations business with this downloadable Business Plan Template.

Why do I need a business plan?

When you're starting your own business, you will probably need a loan to cover start-up and operating expenses, buy equipment, lease a space (unless you're working from your home), pay for advertising and promotional materials, and cover legal and accounting costs.

Lenders will want to know that you understand the risks and challenges involved in starting a new business. That's what your business plan is for - to outline your strategy for growing the business and creating revenue.

What is included in this template?

The business plan template includes:

• Market analysis and marketing strategy.
• 3-year financial forecast model.
• Confidentiality Agreement to protect your proprietary information, such as financial data.
• Instructions to help you complete each section.

Format and Use

The Business Plan for Tailoring Service is available in MS Word format and totally editable to fit your specific circumstances. This template can be used anywhere.

Prepare a Business Plan to accompany an offering memorandum with this template form for Canada.

• The offering is intended to raise capital through a private placement of shares, in accordance with Canadian securities legislation, and constitutes a tax shelter for income tax purposes.
• This Business Plan can be used by either a start-up or an existing business.
• Investors can acquire an equity interest in the company or an undivided interest in a limited partnership. Limited partnership investors can claim a deduction for any partnership loss against their taxable income.
• The Business Plan includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary information.
• Each section of the template contains instructions to help you complete the document.
• This template is available in Microsoft Word format and is totally editable to fit your specific circumstances.
• Intended to be used only in Canada.

Are you planning to start a business in Canada? If you have never prepared a business plan before, use this Business Plan Outline to get you started.

• The Business Plan Outline describes each section found in a typical business plan, and asks the questions that lenders and investors will want answered before they put any money into your venture.
• It includes concise instructions for each section and is ideal for a first-time business owner.
• The outline also contains a section dealing with Canadian taxes and legal and regulatory requirements.
• This Canada Business Plan Outline form was developed by Brian Robison of BPR Consulting, expert business advisors and trainers.
• Available in MS Word format, fully editable.

Business consultants, prepare a Business Plan Review and Assessment for a client with this downloadable template.

• The Review and Assessment consists of an analysis and discussion of each section of the Business Plan:
  • Executive Summary
  • Plan Objective and Approach
  • Market Analysis
  • Competitive Analysis
  • Marketing Plan
  • Organization and Operations Plan
  • Implementation Plan
  • Breakdown of Cash Flows
  • Pro Forma Statements.
• Available in MS Word format, fully editable to meet your needs.

Get the loan financing you need to take advantage of a manufacturing opportunity by preparing your business plan using this downloadable template.

• The purpose of this business plan model is to raise capital, either through a bank loan or from investors who will receive shares in the company.
• Funds raised will be used to develop and manufacture new technology and products.
• The Plan includes a financial model with pro forma projections.
• Also included is a Confidentiality Agreement to protect your proprietary information, such as financial data.
• Available in MS Word format.
• Lenders are more likely to advance funds if you can impress them with the viability of your project. Buy and download the Business Plan template and take the first step to raising the money you need to capitalize on the opportunity.