First Ponca Financial partners with SCORE and is please to recommend the selected planning tools to assist in the creation of your business plan.

  • Business Plan for a Start-up Business PDF | Word
  • Business Plan for an Established Business PDF | Word
  • Business Planning Tools for Nonprofit (PDF) View
  • Board of Advisors (PDF) View
  • Competitive Analysis (PDF) View

Finance Templates

  • SCORE Financial Projections Template * UPDATED April 2011* | View Template | View Explanatory Notes for Template | View Ann’s Nursery Example
  • Start-Up Expenses (Excel) View
  • Opening Day Balance Sheet (Excel) View
  • Balance Sheet (Projected) (Excel) View
  • Bank Loan Request for Small Business (PDF) View
  • Loan Amortization Schedule (Excel) View Povided by Microsoft Office Online.
  • Breakeven Analysis (Excel) View
  • Cash Flow Statement (12 Months) (Excel) | View
  • Cash Flow Statement (3 Years) (Excel) | View
  • Financial History & Ratios (Excel) | View
  • Personal Financial Statement (Excel) | View
  • Profit and Loss Projection (12 Months) (Excel) | VIew
  • Profit and Loss Projection (3 Years) (Excel)  | View

Sales Template

Use the template below, then meet with a SCORE mentor for expert sales advice.

  • Sales Forecast (12 Months) (Excel) View
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