Tools on Start-up

Business Plan PowerPoint Template

The Business Plan PowerPoint Template is used by entrepreneurs to explain their business plan ideas to investors or potential partners in a presentation format. The business plan powerpoint template outlines the concepts, selling points, competitive analysis, service utilization, and financial projections of the presenter’s business plan. This template is used when a business plan is being pitched in a presentation and is customized to fit your needs.  View tool

The One Day Business Plan Worksheet

The One Day Business Plan Worksheet is used by an individual or entity to develop a basic outline for how their business will operate. The Business Plan Worksheet provides a format for outlining the company vision, goals, marketing strategies, financial objectives, and support action plans. This worksheet is used when an individual or entity is forming a business plan.  View tool

Startup Employment Agreement

The Startup Employment Agreement is used by startup companies to establish terms and conditions of their workers employment. The Startup Employment Agreement outlines compensation, benefits, policies, and rights for the employee. This agreement is customizable for your company’s usage.  View tool

Business Plan Example

The Business Plan Example is used by companies as a guide for drafting business plans. The Business Plan Example provides a comprehensive outline that covers topics ranging from business situation analysis to implementing business control mechanisms. This example is customizable for your company’s specific usage.  View tool

Business Plan Checklist

The Business Plan Checklist is used by individuals or entities who are creating a business plan. The Business Plan Checklist provides an outline for all the information necessary in creating a successful business plan and should be used as a guide for completion.  View tool

Venture Capital Finder's Fee Agreement

The Venture Capital Finder's Fee Agreement is used by individuals or entities who agree to pay consultants a fee to locate venture capital investors. The Venture Capital Finder’s Fee Agreement provides the terms and conditions for compensating the consultant, usually based on a percentage of the investment made by the client.  View tool

Pre-Opening Budget Sample

The Pre-Opening Budget Sample is an outline used by businesses to predict the total cost of opening a venue, including one-time costs, initial investment, and operating costs. The Pre-Opening Budget Sample also acts as a check-list in documenting all company resources allocated to the venture start-up. This outline is customizable to fit your company’s specific usage.  View tool

Business Plan Outline

The Business Plan Outline is used by entrepreneurs and companies as a guide to writing a business plan with the specific purpose of securing funding. The Business Plan Outline proposes specific categories necessary for presenting to the financiers who evaluate the potential success of the venture. This outline is customizable for your company’s specific usage.  View tool

Loan Amortization Schedule

The Loan Amortization Schedule is an Excel spreadsheet used by individuals or entities to calculate and schedule accurate loan payments including principal and interest. The Loan Amortization Schedule provides a comprehensive sample table with a formulaic calculator detailing periodic payments on an amortizing loan. This spreadsheet is customizable for your company’s specific usage.  View tool

Depreciation Calculator Spreadsheet

The Depreciation Calculator Spreadsheet is used by companies for depreciation calculations. The Depreciation Calculator Spreadsheet contains depreciation formulas embedded to help companies evaluate depreciation expenses more efficiently. This form is customizable to fit a company’s specific usage.  View tool



Ancillary Services Fee Policy

The Ancillary Services Fees Policy is an official document that outlines the five criteria of the eligibility determination process that Ex-Im Bank uses to determine whether ancillary service fees are eligible for financing as part of the Ex-Im Bank supported export transaction to which the ancillary services relate. The Ancillary Services Fees Policy is available in an online version on Ex-Im Bank's website.  View tool

Credit Memorandum Format

The Credit Memorandum Format is an official paper of the Export Import Bank of the United States that documents a Borrower's relevant information, including background information, export experience, and credit history. This information is used to help determine the Borrower's eligibility for the Working Capital Guarantee Program.  View tool

Form of Exporters Certificate

The Form of Exporters Certificate is a worksheet that assists exporters in documenting the value of U.S. goods and services to be provided under the referenced supply contract or purchase order. The Export-Import Bank of the United States provides credit support to promote U.S. export sales and uses the information provided in the Form of Exporters Certificate to determine the scope of its support for a sale to a purchaser.  View tool

Standard Repayment Terms for Insurance and Medium and Long-term Loan and Guarantee

The Standard Repayment Terms is a document that provides an explanation of Ex-Im Bank's repayment terms applicable to the Insurance and Medium and Long-term Loan and Guarantee. The repayment term is the period from the starting point of credit to the final maturity of a transaction. Repayment being approximately six months after the starting point, and payments of principal and accrued interest generally must be made semi-annually.  View tool

"Starting Point" Guidelines for Payment Periods

The "Starting Point" Guidelines for Payment Periods is an Ex-Im Bank fact sheet that specifies guidelines for the payment term on specific types of products and for various contract price levels. "Starting Point" Guidelines are general guidelines for starting points on medium (one to five year) payment term transactions under Ex-Im Bank's insurance program.  View tool

501c3 Bylaws Template

The 501c3 Bylaws Template is used by organizations to create 501c3 bylaws. The 501c3 Bylaws Template provides an outline of the entire operational “rules” of an organization: the offices, purposes, board of directors, officers, regular committees, etc. This template is downloadable and customizable to fit your specific needs.  View tool

Acme Consulting Business Plan Sample

The Acme Consulting Business Plan Sample is used by companies or individuals as a comprehensive template when creating a consulting business plan. The business plan sample provides complete descriptions and statistical graphs for every recommended section – from the executive summary to the financial plan. This sample should be customized by your company as deemed necessary.  View tool

Agency Long Term Master Guarantee Agreement

The Master Guarantee Agreement (Agency-Long Term Credits) outlines the details of a guarantee agreement between a specified agent and the Export-Import Bank of the United States. A Master Guarantee Agreement enables an agent (acting on behalf of a lender) to establish long term export financing credit and extend financing guaranteed by Ex-Im Bank for the benefit of borrowers approved by Ex-Im Bank under transactions.  View tool

Agency MGA Form of Request

The Master Guarantee Agreement (Agency-Long Term Credits) outlines the details of a guarantee agreement between a specified agent and the Export-Import Bank of the United States. A Master Guarantee Agreement enables an agent (acting on behalf of a lender) to establish long term export financing credit and extend financing guaranteed by Ex-Im Bank for the benefit of borrowers approved by Ex-Im Bank under transactions.  View tool

Agricultural Business Plan

The Agricultural Business Plan is a draft used by individuals or entities for creating a farm business plan. The Agricultural Business Plan provides a comprehensive outline for the business description and organization, history and overview of involved parties, mission statements and goals, strategic outlooks and statements, financial plan, marketing situation, etc. This plan is used when an individual or entity is attempting to procure funds for an agricultural business venture and is customizable for your specific usage.  View tool

Annual Meeting Checklist

The Annual Meeting Checklist is used by individuals or entities as a step-by-step checklist to use when planning an annual meeting. The Annual Meeting Checklist enables users to go down the list and formulate a productive meeting. This report also includes sample agenda checklist where users can use for their company and organization. This checklist is downloadable and customizable to fit your specific needs.  View tool

Application for Master Guarantee Agreement

The Application for Master Guarantee Agreement is an application for a contract between the Export-Import Bank of the United States and a lender. A Master Guarantee Agreement enables a lender to function as an independent financial institution to support U.S. manufactured exports with the Guarantee of the Export-Import Bank of the United States.  View tool

Application for MT Master Guarantee Agreement - Finance Lease

The Application for Master Guarantee Agreement - Finance Lease is an application for a guarantee agreement (Medium Term Credits-Electronic Compliance Program) between the Export-Import Bank of the United States and a finance company with international leasing experience. A Master Guarantee Agreement enables the leasing company to function as an independent financial institution to support U.S. manufactured exports with the Guarantee of the Export-Import Bank of the United States.  View tool

Application for Quotation Export Credit Insurance

The Application for Quotation Export Credit Insurance provides an applicant's basic business and financial information, which the Ex-Im Bank uses to determine a commercial bank's eligibility for support. The information provided will be reviewed to determine the participant's ability to perform and pay under the transaction referenced in this application. The form may also be used for Letters of Credit, Bank Deductible, or Financial Institution Supplier Policies.  View tool

Are Your Franchise Expenses in Line?

This worksheet calculates the percentage of your business expenses in relation to revenue, and compares them to peer franchisees' expenses. Unusually high percentages for expenses may indicate areas to look for cost savings.  View tool

Arizona Articles of Incorporation

The Arizona Articles of Incorporation is used by individuals and entities to form a business corporation under the laws of the State of Arizona. The Arizona Articles of Incorporation are the primary rules governing the management of a corporation in the State of Arizona, and are filed with a state or other regulatory agency. This agreement is downloadable and customizable for your specific usage.  View tool

Artemis Free Business Plan Template

The Artemis Free Business Plan Template is used by companies or individuals as a guide to create a business plan. The Artemis Free Business Plan Template provides a basic outline with instructions for each section of the plan and should be customized by your company as needed.  View tool

Articles of Incorporation Form

Articles of Incorporation is the document which brings a company into existence. It sets out the rules which shall govern the company and provides for such things as the number and class of shares the company is authorized to issue, sets out the registered head office address of the company and whether the company is authorized to offer its shares to the public for purchase. This document is downloadable and customizable to meet your company’s needs.  View tool

Articles of Incorporation Template

The Articles of Corporation Template is used by individuals and entities to form a business corporation. Articles of Corporation are the primary rules governing the management of a corporation in the United States and Canada, and are filed with a state or other regulatory agency. This agreement is downloadable and customizable for your specific usage.  View tool

Articles of Organization LLC

Articles of Organization LLC is a document which is required by companies to be filed with the appropriate government agency to establish legal recognition of a Limited Liability Company. The Articles of Organization LLC must contain key pieces of information such as the name of the Limited Liability Company, the members names and the principal place of business. This document is needed by any LLC to become legally recognized and customizable to meet your company’s needs.  View tool

Assignment of Partnership Interest Agreement

The Assignment of Partnership Interest Agreement is an agreement between two parties, whereby one party assigns and transfers their interest in a partnership to the other. The Assignment of Partnership Interest Agreement is used by lawyers and two parties involved in a partnership. This agreement is downloadable and customizable for your specific usage.  View tool

Assignment of Trade Name

The Assignment of Trade Name is a legal contract between two parties, where a party transfers all of their right, title and interest in and to a trade name to another party. The trade name can either be registered with local governmental agencies or not. The Assignment of Trade Name document should be used by two parties, and lawyers. This document is downloadable and customizable to meet your company’s needs.  View tool

Beneficiary Certificate & Agreement for Banks and Financial Institutions

The Beneficiary Certificate and Agreement is a form used to identify the beneficiary of a Bank Letter of Credit Export Credit Insurance Policy, a Financial Institution Buyer Credit Export Credit Insurance Policy, or a Medium Term Export Credit Insurance Policy. This form is to be used only if the beneficiary of the letter of credit, the recipient of a funding under a direct buyer credit loan, or the recipient of payment under a reimbursement loan or a payment under a supplier credit is not also the U.S. Exporter.  View tool

Board of Advisor Agreement

The Board of Advisor Agreement allows a company to hire or appoint a member to its advisory or director board and sets the terms and conditions for the board member to follow. The Board of Advisor Agreement is used by lawyers and board members, and is downloadable and customizable for your specific usage.  View tool

Brazil Fixed Interest Rate Global Note

The Form for Brazil Fixed Rate Global Note is a promissory note used in medium term guarantee transactions and is signed by a borrower promising to repay an Ex-Im Bank loan at a fixed interest rate. The Form for Brazil Fixed Rate Global Note also contains a guarantee, which is signed by a guarantor, who guarantees full and complete payment of the principal and interest on the foregoing promissory note.  View tool