Business Forms

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 for Tailor or Seamstress.

• The Plan is drafted for a business run as a sole proprietorship by the owner.
• The purpose of the Plan is to secure a bank loan for start-up and operating capital.
• The Business Plan includes a market analysis and marketing strategy, and a financial model.
• The Plan also includes a Confidentiality Agreement to protect against disclosure of your proprietary information, such as financial data.
• Each section contains instructions to help you compete the document.
• Available in MS Word format and totally editable to fit your specific circumstances.

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.

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.