A Step-by- Step Business Plan Workbook

2 min read

Move the ideas from your head to an organized clear plan.

This guide shows a step-by-step model showing you how to formulate a Business Plan: a necessity if you wish to start or are buying a business, financing or refinancing your business, or raising debt or equity capital. Enable yourself to move ideas from head to paper in an organized clear, and convincing manner, avoid the most common mistakes, and keep your focus on the key points.  
The TSBDC provides this and other guides for you to use at tsbdc.org/downloads.

Here is what you will find:

  • p. 6 — The Executive Summary:  Contents of your business plan in about one or two pages. 
  • p. 8 — Business Description: Owners, Goals, industry and more… 
  • p. 10 — Managers and Employees: Function, employment gaps, wages and more 
  • p. 11 — Operations & Location: How will your business operate? How is location important? 
  • p. 12 — Marketing: Five Ps of marketing. 
  • p. 16 — Buying a Business: Questions that need answered, a checklist. 
  • p. 17 — Buying a Franchise: Buyer awareness, and the disclosure document. Do you know how many franchises are in your businesses area? 
  • p. 18 — Loan Request: How much? Repayment? Collateral? Timeline? Etc.. 
  • p. 19 — Financial Statements: General info, Personal finances, Balance Sheet, Income Statement, Cash Flow 
  • p. 28 — Ratios/Formulas:  Profit Margin on Sales, Equity etc.

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