Free templates

Need a business plan or cash flow template?

These are the same templates we ask for in a loan application. Download them, fill them in, and bring your questions to class.

Word • .docx

Business Plan Template

A fill-in-the-blanks outline covering your business description, market, competition, operations, and financials.

Excel • .xlsx

Cash Flow Projection

A month-by-month spreadsheet for projecting sales, expenses, and cash on hand. Formulas are built in; just enter your numbers.

Live classes

Upcoming classes

Register for a live session below. Thinking about a loan? Start with our virtual Loan Orientation, held every Tuesday at 9 AM.