Business Forms

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.

Prepare a business plan for expanding your business through debt and equity financing with this downloadable business plan template.

• The Plan contemplates raising expansion capital through a combination of debt (through a business loan from a bank or other lender) and equity financing (from investors, in exchange for share equity).
• The share subscription price would be allocated between common and preferred shares.
• The buy-out strategy provides that a percentage of the preferred shares will be redeemed each year from annual cash flows.
• The Business Plan includes a financial model and a Confidentiality Agreement to protect your proprietary information, such as financial data.
• Each section of this Business Plan template contains instructions to help you complete the document.
• You need a solid business plan in order to demonstrate to lenders and investors that your proposal is likely to succeed.
• This business plan template is available in MS Word format and is fully editable to fit your specific circumstances.

Find investors to invest in developing new software apps through the sale of limited partnership units with this fully editable Business Plan template.

• The Plan is intended for use by an existing software developer, as part of a fundraising campaign to raise capital for developing, publishing, marketing and distributing new software.
• Investment equity capital will be raised through the sale of units in a limited partnership, which will subsequently be exchanged for shares in a publicly traded company. Investors will be investing in the intellectual property.
• The developer will use the capital to publish, market and distribute new software programs.
• The Business Plan includes ROI investment projections, 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.
• Potential lenders or investors need to see a solid business plan before they will invest in your proposal.
• This is a downloadable Microsoft Word template and is totally editable to fit your specific circumstances.

Write a business plan to finance the start-up of a new company through debenture financing with this downloadable and customizable Business Plan template.

• The start-up capital will be raised through the sale of shares and debentures to investors.
• The Business Plan template includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary business information.
• Each section of the template contains instructions to help you complete the document.
• Finding investors who believe in your business model can help you get your idea off the ground faster than trying to obtain a startup loan.
• Available in MS Word format and fully editable.

How viable is that business opportunity you are planning to pursue? Review all the important issues you should consider beforehand with this Business Viability Analysis Checklist.

The checklist includes such topics as:

• performing an industry analysis,
• evaluating your relevant business experience,
• intellectual property audits,
• laying out your marketing strategy.

This free Business Viability Analysis Checklist is provided in MS Word format and is fully editable.

Builders, once your buyer has done the final inspection, get them to sign this Certificate of Acceptance form.

• The buyer acknowledges having provided the builder with a list of deficiencies (if applicable). If there are no deficiencies, the buyer indicates that by writing "NONE".
• Except for the deficiencies listed, the buyer accepts the home as is.
• The buyer gives up any further claim against the builder.
• Don't run the risk of getting slapped with a lawsuit down the road. Always get the buyer's signature accepting the work.
• Available in MS Word format. Reusable and fully editable.

Rent vehicle storage in a self-storage facility to a customer with this template California Boat and RV Storage Rental Agreement.

• The renter (vehicle owner) must maintain adequate insurance for fire and property damage on the vehicle at all times.
• The storage company is not liable for any damage, loss or injury and the renter indemnifies and holds the storage company harmless against any claims, suits, damages or expenses.
• The storage company claims a lien over the vehicle under the California Self-Service Storage Facility Act.
• The agreement includes a set of Rules and Regulations which renters must abide by.
• This document was prepared to comply with the laws of the State of California.

Prepare a License Agreement between a city and a food truck operator to operate the business on city property with this easy downloadable template for California.

• The agreement is between a municipal corporation (Licensor) and a food truck operator (Licensee), allowing the operation of a food truck in a designated area under specific conditions.
• The Licensor grants a nonexclusive, revocable license to the Licensee to sell specified permitted food products from an approved food truck in a designated area.
• The food truck operator must adhere to minimum operational dates and hours, and comply with all health and safety standards, including maintaining the food truck and license area in a clean condition.
• In return for the grant of license, the food truck operator will pay a monthly license fee, subject to annual adjustments.
• The Licensee must obtain and maintain certain types of insurance and all necessary permits and licenses for operation.
• The food truck operator indemnifies the city against any claims arising from the operation of the food truck.
• Available in MS Word format.
• Governed by the laws of the State of California.

Prepare a Home Improvement Contract with this easy-to-use template for the State of California, in accordance with Section 7159 of the Business and Professions Code.

• All labor and materials will be provided by the contractor.
• No alterations will be made to the original plans without a signed change order.
• The contractor is responsible for obtaining all necessary permits.
• The contract price will be paid in installment payments.
• Provisions for allowances.
• The template includes a Notice of Cancellation form, and a Notice to Owner under Section 7018.5 of the California Business and Professions Code.
• It also includes a Form A Attachment for Home Improvement Projects.

California self storage operators, before you can proceed with a lien sale on a storage unit you must serve the occupant with a Notice of Lien Sale and Declaration in Opposition to Lien Sale.

• This package of forms contains:
  • Notice of Lien Sale, in accordance with California Business and Professions Code Section 21705
  • Declaration in Opposition to Lien Sale
  • Proof of Service form.
• NOTE: Before you can proceed with the sale, you must first have served the occupant with a Preliminary Lien Notice.
• Available in MS Word format.
• Intended to be used only in the State of California.