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The Business Plan Guide & Template
Write a clear, credible business plan for yourself, a lender, an investor or a grant program.
- Instant download
- Secure Shopify checkout
- For your own business use
What's inside
- The Business Plan Guide (26-page fillable PDF) in seven chapters
- Which plan you need: one-page, lean or full, and who will read it
- Research before you write: evidence, not assumptions, with AI prompts and a verification checklist
- The plan section by section: thirteen sections, with examples, workbooks and prompts
- The financial plan made understandable: costs, forecasts, cash, break-even and your funding request
- What banks, investors and grant reviewers check first, and how to present your plan with confidence
- Business Plan Template (editable Word): thirteen sections plus an appendix
- 3-Year Financial Forecast (Excel): monthly, with scenarios and a loan schedule
Who it's for
Owners who need a plan for a lender, investor or grant, or who want to think their business through properly.
Format
26-page fillable PDF, an editable Word template and an Excel forecast. Instant digital download.
Every download includes our Products and Prices list. Prices are subject to change at any time without notice.
Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.
How it works
Buy once. Use it in your business.
Check out securely
Pay through Shopify's secure checkout. Free resources check out at $0.
Download instantly
Your link arrives by email right away, and your files stay in your account.
Make it yours
Fill in, edit and adapt the files for your own business.
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