annual business profit and loss statement. The Profit and Loss Statement Template provides a comprehensive worksheet for calculating all sales, revenues, costs, expenses, income operations, and net profit for the business. This template is a downloadable Excel spreadsheet and is customizable for your company’s specific usage. View tool
The Revenue Projection Model is used by business managers or owners to forecast business revenues under different conditions for up to 5 years into the future. The Revenue Projection Model provides a comprehensive Excel forecasting tool that analyzes and manipulates the price, quantity, and percentage increase to give different possible outcomes. This model is customizable for your company’s specific usage. View tool
The Sales Forecasting Model is a form used by companies to predict future sales based on past sales performance and an analysis of expected market conditions. The Sales Forecasting Model is used to organize data that will be used to analyze future sales. This form is customizable to fit your company’s specific needs. View tool
The Twelve-Month Cash Flow Spreadsheet template is used by companies to measure performance by considering the cash flow of the business. The Twelve-Month Cash Flow Spreadsheet template provides a comprehensive table in a business plan to evaluate all expenditure categories. This spreadsheet is a downloadable Microsoft xls spreadsheet is customizable using Excel for your company’s specific usage. View tool
The Financial Projections Model is used by entrepreneurs and students to project the financial results of their ventures for a five-year period. This model provides comprehensive spreadsheets for financial evaluation of all operational relationships, as well as company assets and competition comparisons. This model is a template to be used when projecting the potential of a new business venture and is customizable for your company’s specific usage. View tool
Use this profit-and-loss projection as a guide to projecting your company's profitability. View tool
The Project Transition Plan Template is used by project leaders and organizations as a detailed guide for creating a Project Transition Plan. The Project Transition Plan Template includes sections dedicated to: the project overview, system support resources, budgeting, and more. This template is downloadable and customizable to your specific needs. View tool
The Promissory Note Template is used by lawyers and lenders to create a contract between two or more parties whereby one party agrees to repay to the other party a certain sum of money either on a fixed date or on demand. This Promissory Note provides for security for repayment of the Promissory Note such as title to a property, vehicle or other assets of the debtor. This template also provides a checklist and step-by-step instructions in order to create your own promissory note. View tool
Use a purchase order to document what you're buying from a vendor. It will help you track expenses and plan for future payables. View tool
The Purchase Order Form is a commercial document issued by a buyer to a seller, indicating types, quantities, and prices for products and services the seller has agreed to provide to the buyer. The Purchase Order Form is used when two companies exchange goods or services. This form is a downloadable Microsoft Document that is customizable for your company’s usage. View tool
The Purchase Order Form is a written sales contract between buyer and seller detailing the exact merchandise or services to be rendered from a single vendor. The Purchase Order Form contains areas for the PO number, shipping date, billing address, shipping address, terms of payment , and a list of services/products, often including specifications and reference or part numbers of the items to be purchased, with quantities and prices. This sample is customizable to fit your company’s specific usage. View tool
The Purchase Order Request Form is a commercial document issued by a buyer to a seller, indicating types, quantities, and prices for products and services the seller has agreed to provide to the buyer. The Purchase Order Request Form is used when two companies exchange goods or services. This form is a downloadable PDF for your company’s usage. View tool
The Purchase Order Sample is a written sales contract between a buyer and seller detailing the exact merchandise or services to be rendered from a single vendor. The Purchase Order Sample usually contains: PO number, shipping date, billing address, shipping address, terms of payment, and a list of services/products, often including specifications and reference or part numbers of the items to be purchased, with quantities and prices. This sample is customizable to fit your company’s specific usage. View tool
The Purchase Order Template is used by individuals and entities for buying or vending goods through a standardized acquisition system. The Purchase Order Template is downloadable and customizable for your specific usage. View tool
The Real Estate Finder's Fee Agreement is an agreement between a Real Estate Broker and an individual whereby the Real Estate Company agrees to pay a fee for a successful referral from an individual leading to the sale of the property. The Finder’s Fee Agreement for Real Estate provides a contract template that is customizable for your specific usage. View tool
The Reference Request Letter Templates are a comprehensive collection of letters used by companies to create a reference letter for both character and employment references. The Reference Request Letter Templates are customizable to fit a company’s specific usage. View tool
The Retirement Calculator is a spreadsheet used by individuals to calculate when and how much they need to retire with confidence. The Retirement Calculator provides input parameters for the balance, contribution, and desired retirement income in order to calculate the best years for retirement, based on the probability of success. This calculator is a comprehensive Microsoft Excel spreadsheet that is downloadable and customizable for your specific usage. View tool
The Right of First Refusal Agreement is an agreement that provides that a specific party will be given priority before any other party to either accept or decline the opportunity presented. The Right of First Refusal Agreement can apply when selling property or shares in the company. This agreement is downloadable and customizable to fit your specific needs. View tool
The Sample Purchase Order Form is a commercial document issued by a buyer to a seller, indicating types, quantities, and prices for products and services the seller has agreed to provide to the buyer. The Sample Purchase Order Form is used when two companies exchange goods or services. This form is a downloadable PDF for your company’s usage. View tool
The Service Agreement Contract is an agreement between a buyer and a service provider where the buyer retains the services of the service provider for specific services to be performed. The Service Agreement Contract outlines the terms and conditions on the services to be performed and is used when services are bought or sold. This contract is customizable for your company's specific usage. View tool
The Service Delivery Agreement is a contract between two companies that outlines the terms and timetable for delivery of a product and/or merchandise. The Service Delivery Agreement can be used by either the producing company or the delivery service company, and is customizable to fit your company's specific usage. View tool
You can look for money in all the wrong places. Or you can take our quiz. View tool
The Size Costing Spreadsheet is used by companies to predict the total cost to produce a product, including the cost for materials, direct labor, and factory overhead assigned to that job as it moves through production. The Size Costing Spreadsheet contains embedded formulas to obtain accurate financial calculations. This spreadsheet is customizable to fit your company’s specific usage. View tool
The Small Business Cash Flow Projection Spreadsheet is used by companies to measure company performance by considering the cash available for distribution to security holders and settling any short term debts. The Small Business Cash Flow Projection also measures the available cash for company expansion. This spreadsheet is customizable for your company’s specific needs. View tool
The Strategic Planning Balanced Scorecard is a template used by companies to help establish and document company objectives, initiatives, measures, and targets, for the next 12-18 months. The Strategic Planning Balanced Scorecard uses graphics to illustrate a clear vision as to how the company will achieve these goals, and should be modified by your company as necessary. View tool
The Supply Chain Management Guide is used by individuals and entities in both service and manufacturing organizations who are in need of an introduction to supply chain management. The Supply Chain Management Guide is a comprehensive explanation and in-depth look into the complexity of supply chain management in various uses. This guide is downloadable for your specific usage. View tool
The Tax Invoice Template is used by individuals or entities as a template for creating their own invoice. The Tax Invoice Template is a downloadable spreadsheet that is customizable to fit your company’s needs. View tool
The Tax Sharing Agreement is an agreement where the parent company in a consolidated group is responsible, on behalf of the group, for the payment of income tax related liabilities (the group liability). This Tax Sharing Agreement is between parent company and one or more contributing members that allows the group liability to be apportioned between group members according to a methodology set out in the agreement. This agreement is downloadable and customizable for your specific usage. View tool
The Term Sheet Definitions are definitions of material terms commonly found in term sheets. Key terms range from “pre-money valuation” and “dividend” to “voting rights” to “liquidation preference.” This document is downloadable for your specific use. View tool
Download this sample term sheet to gain a better understanding of the basic terms that a venture capitalist may propose before investing in your business. View tool
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