Tools & Templates
Templates
Templates
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Predicting cash flow is essential when applying for small business loans and grants. Use this template to create your forecasts. -
Set out where your small business will go in the next 1-2 years to help support your application for loans or government grants. -
Use this template as a blueprint for targeting new customers and re-evaluating your competitive advantage. -
Working out a ballpark estimate of the revenue potential of your business is useful when applying for small business funding. -
This template will help you calculate how much money you’ll need to have before you venture out into your new business. -
Download this one page pdf document to quickly record your plans for your small business to explore new markets. -
Download this One page plan to quickly map out a strategy that gives you that competitive edge to ensure survival. -
Identify your Strengths, Weaknesses, Opportunities and Threats to fine tune your business strategy. -
Use this promotion plan template to schedule a twelve-month plan of your marketing tactics.
Business Planners
Business Planners
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Setting out to build your business without a business plan is like going for a drive in your car without knowing where you’re going. -
Marketing is how your customers find you and shapes what they think of you. This marketing plan will help you achieve your sales objectives. -
Our online Resilience Plan will help you build a stronger business to better cope in times of uncertainty. -
Selling your business or handing over to the next generation takes careful planning to get the best result from all your hard work.
Step by step guides
Step by step guides
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If you’ve got a promising business idea, relax and follow the steps outlined in our business start-up guide to turn it into reality. -
This small business recovery guide will help you take immediate action and prepare for funding or government grants. -
Regardless of why you need an increase in sales, it’s important to take steps now. This growth guide will help you take action.
Health Checks
Health Checks
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Completing our Feasibility Health Check highlights the main things every start-up business needs to get right to succeed. - 10 min. -
Answer our ten questions to help you decide if starting a business is right for you.
Calculators
Calculators
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Work out what your loan repayments might be, to help you budget and plan your cash flow. -
Calculating your breakeven point helps you set new targets, experiment with different pricing, costs and margins to test feasibility. -
Discover how small changes across five key business indicators can build significant profit to your bottom line. -
You may think twice about discounting when you see how much you’re giving up.
Disclaimer
For informational purposes only. There is NO WARRANTY, expressed or implied, for the accuracy of this information or its applicability to your financial situation. Please consult your financial and/or tax advisor.
