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



Business Plans Online Sample

The Business Plans Online sample is used by companies or other entities as a guide to drafting an online business plan. The Business Plans Online sample provides detailed examples for all the information necessary in creating a successful online business plan. This form is used during the business plan creation process.  View tool

Business PowerPoint Presentation Template

The Business Presentation Template is used by individuals or entities to create a business presentation. The Business Presentation Template provides sample slides for recommended color schemes, picture-based, graphs, tables, two column bullet points, default styles, and example bullet point slides. This template is downloadable and customizable for your specific usage.  View tool

Business Presentation Template

The Business Presentation Template is used by individuals or entities to explain their business plan to viewers in a clear, effective manner. The Business Presentation Template provides a format for an overview of a company’s mission, staff, goals, and competition. The template is used when giving a business introduction to the company’s basic plan.  View tool

Business Valuation Model for Free Cash Flow

The Business Valuation Model is used by companies to predict revenue growth, profits, and expenditures based on the past information the company has on record. The Business Valuation Model provides a way to track company cash flow for potential investors, clients, or shareholders that need to evaluate efficiency, profitability, and overall success. This model is used when making a quarterly, semiannual, or annual report of a businesses success. The report is then used in presentations to clients, partners, or investors.  View tool

Cable Television Franchise Agreement

The Cable Television Franchise Agreement is a legal agreement between a Franchisee and a Franchise whereas the Franchisee is given a license to construct, install, maintain, and operate a cable communications system in the specified geographical area. The Cable Television Franchise Agreement outlines the definitions of the license, including access channel, basic service, cable ordinance, cable service, cable system, etc. This agreement is downloadable for your specific usage.  View tool

California Articles of Organization Form

The California Articles of Organization form is used by lawyers and companies to legally declare the presence for an LLC. The California Articles of Organization form is signed by all members of an LLC and filed with the Secretary of State to officially form the LLC. This document is downloadable and customizable to meet your specific needs.  View tool

California Corporate Bylaws Template

The California Corporate Bylaws Template is used by partners and shareholders of a forming corporation to create its bylaws. The California Corporate Bylaws Template provides a comprehensive outline for offices, shareholders, board of directors, officers, indemnity, and checks, deposits, contracts, and loans. This template is downloadable for your specific usage.  View tool

California LLC Operating Agreement

The California LLC Operating Agreement is used by lawyers and members running a members-managed LLC in California. The California LLC Operating Agreement acts as a legal agreement between members of a LLC such that a manager will conduct the business affairs of the company. This document is downloadable and customizable to meet your specific needs.  View tool

Cap Table Spreadsheet

The Cap Table Spreadsheet is a table used by partners or shareholders in a business to list who owns what in a startup. The Cap Table Spreadsheet includes the amount of investment obtained from each source and the securities distributed and respective capitalization ratios. This Excel spreadsheet is downloadable and customizable for your specific usage.  View tool

Collateral Pledge Agreement

The Collateral Pledge Agreement is used by a party to ensure an agreement with property from the other. The Collateral Pledge Agreement provides that the property is held in trust until that group fulfills all obligations to the other group and is typically held in trust by a third party. The agreement is used when collateral is needed to offset the risk of a contract.  View tool

Content Report

The Content Policy for Short Term Programs outlines the eligibility criteria for goods and services exported by small business exporters as defined by SBA and non-small business exporters. Ex-Im Bank offers two short term programs-Export Credit Insurance and Working Capital Guarantee. Applicable U.S. content consists of the direct costs and indirect costs associated with the production of the U.S. export.  View tool

Content Report Form

The Content Report on Products and Services In Ex-Im Bank Transactions is a form that documents the description and value of goods and services and foreign content that are supplied by Ex-Im Bank and covered under the referenced Credit/Guarantee/Insurance Policy. Ex-Im Bank uses the information provided in the Content Report to create an aggregate report to illustrate broad trends and patterns.  View tool

Corporate Bylaws Template

The Corporate Bylaws Template is used to create the bylaws of a forming corporation by its partners or shareholders. The Corporate Bylaws Template provides a comprehensive outline for offices, shareholders, board of directors, officers, indemnity, and checks, deposits, contracts, and loans. This template is downloadable and customizable for your specific usage.  View tool

Credit Application

The Credit Application is used by individuals who are seeking to open a line of credit. The Credit Application is to be completed by an applicant for a credit account, giving sufficient details (residence, employment, income, and existing debt) to allow the seller to establish the applicant's creditworthiness. This document is downloadable and customizable for your specific usage.  View tool

Credit Guarantee Facility Program

The Credit Guarantee Facility Program is a document that describes the Credit Guarantee Facility Program, which was established in order to facilitate the sale of U.S. capital goods and related services. Credit Guarantee Facilities are lines of credit between a bank in the U.S. and a foreign bank. Ex-Im Bank guarantees the repayment of the foreign bank's obligations.  View tool

Credit Information for Long-Term Loan or Guarantee Application

The Attachment E: Credit Information is a Long-Term Loan or Guarantee Application attachment that provides Ex-Im Bank with the general information and supplemental financial information that is requested of a borrower or, if any, the guarantor. Although the Attachment E: Credit Information questionnaire is in-depth, an Ex-Im Bank Credit Officer may request additional credit information following the initial review of the application.  View tool

Debt Settlement Agreement

The Debt Settlement Agreement is used for the settlement of a debt(s) owed to a Lender and defines the principal amount owed to the Lender including all accrued and unpaid interest, if applicable. The precedent provides for payment due date as well as frequency options such as one lump sum payment or payments to be made in monthly installments. The Debt Settlement Agreement also contains mutual release clauses, enforcement clause, dispute resolution clause, delivery of notices, confidentiality clause and a counterpart clause.  View tool

Delegated Authority Lender Agreement

The Delegated Authority Lender Agreement is an agreement between the Ex-Im Bank and a lender who has been authorized to participate in the Delegated Authority Program. Ex-Im Bank authorizes the delegation of approved authority to commercial lenders with respect to certain medium-term export credit transactions under its guarantee and insurance programs (the "Delegated Authority Program").  View tool

Depreciation Expense Spreadsheet

The Depreciation Expense Spreadsheet is used by companies for a comprehensive evaluation of depreciation expenses. The Depreciation Expense Spreadsheet provides depreciation formulas embedded to help companies evaluate a company’s depreciation expenses. This form is customizable to fit a company’s specific usage.  View tool

Depreciation Worksheet Example

The Depreciation Worksheet Example is a template used by companies for creating a worksheet to evaluate depreciation expenses. The Depreciation Worksheet Example organizes and outlines a company’s depreciation expenses and is customizable for a company’s specific usage.  View tool

Domain Name Assignment Agreement

The Domain Name Assignment Agreement is an agreement between two parties whereby one party agrees to assign and transfer their right in and to a domain name to the other party. The Domain Name Assignment Agreement is used when a party purchases a website or as part of an asset purchase. This document is downloadable and customizable for your specific usage.  View tool

Due Diligence Checklist

The Due Diligence Checklist is used by individuals or companies as a step-by-step guide for preparing all the documents necessary for selling or buying a company. The Due Diligence Checklist includes a comprehensive list of questions and documents necessary for all phases of the process. This checklist is downloadable and customizable for your specific usage.  View tool

Executive Summary Template

The Executive Summary Template is used by individuals or entities to create an executive summary of their business. The Executive Summary Template provides a comprehensive sample outline for a business description, the team/relevant experience, competition, marketing strategy/plan, financials, potential return on investment, and problems and opportunities. This template is downloadable and customizable for your specific usage.  View tool

Farm Business Plan

The Farm Business Plan is a template used by individuals or entities for creating an agricultural business plan. The Farm Business Plan provides a comprehensive outline for the company description, long range strategy and implementation, product description, organization and management, product marketing, financial plan, and overall summary. This plan is used when an individual or entity is attempting to procure funds for the business venture and is customizable for your specific usage.  View tool

Franchise Agreement

The Franchise Agreement establishes the legal relationship between a Franchiser and Franchisee. The Franchise Agreement defines each parties' rights and responsibilities and is legally binding. This form is customizable to fit your company’s specific needs.  View tool