Free Business and Planning Resources

E-books, checklists, guides, templates, and more to help you grow

Ultimate Guide On Writing A Business Plan

Download the e-book that includes a complete business planning guide by experts from Upmetrics

Financial Statements Template

Download financial statements template that includes balance sheets, income statements, cash flow. Use it to help understand your business' financial position

Executive Summary Template

Download and use this executive summary template to write a summary of your business plan, project or memo

Business Plan Checklist

Download and use this checklist to measure where you are in process of collecting the necessary information and writing your business plan.

Confidentiality Statement Templates

Download and use this templates to write confidentiality agreements for your business plan readers

Business Plan Template

Download a business plan template that anyone can use to write their Business plan quickly. You just have to fill in the blanks

Starting A Business WorkBook

Download and use this workbook to learn how to start a profitable business, A complete guide on starting a new business

The Lean Canvas Template

Use this canvas to quickly define a business plan, pitch your idea to lenders and investors and brainstorm ideas with your team and collaborators.

The Business Model Canvas Template

Use this template to align your business priorities and ideas on one page, this is also called a one-page business model.

Mission and Vision Statement Templates

Download these templates to get useful tips to write clear vision and mission statements for your business

Customer Persona Template

Use this template to create engaging buyer personas for your market research, sales and customer service.

Company Profile Templates

Get this company profile template to use as a resource to easily create your own company profile.

Cashflow Calculator

Use this simple cash flow calculator to know where you are spending your money, how much cash is available for those vital day-to-day obligations.

Small Business Partnership Contract Template

The contract template is designed to help small business owners create a partnership agreement between two or more parties.

Startup Costs Worksheet

Use this Worksheet to calculate the startup costs for your small business so you can estimate profits, attract investors and request for funding.

Startup Fundraising Checklist

Use this checklist as an all-around guide to getting your business funded.
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