Business plan template

A short business plan: summary, product, market, competition, marketing, operations, team and financial projections.

  • ๐Ÿ‡บ๐Ÿ‡ธ US format ยท Letter size
  • Free

Fill in what you need. The preview updates as you type.

Financial projections (by year)
1
2
3

What you type is not saved on our server.

Lenders and programs may want their own format

SBA lenders, bank loan officers and accelerator programs often ask for a specific outline or a set of financial statements. Check what they want first and use this plan as the draft you copy from. Mark projections as estimates and say what they are based on.

1 / 1

How to use it

The sections are in the order most readers expect, so work from the top. Write the executive summary last, once the other sections are done, and keep it to one paragraph that says what you sell, to whom, why now and what you are asking for. Each section label shows a suggested word count; the preview tells you when you go over.

Add a row per year under financial projections with revenue and expenses in dollars. The table calculates net income and, with more than one year, a total row. Write the funding ask and the break-even point in the section text above the table.

Things to watch

Cite where market numbers come from, such as a Census table or an industry report, and label projections as estimates. A bank or SBA lender may want three years of monthly cash flow and a balance sheet in addition to this plan; ask before you submit.

Calculators that go with this

Frequently asked questions

How long should a business plan be?

For a loan or a pitch, five to ten pages is typical. A one-page version works for a quick internal check; keep the section order and shorten each one.

How do I come up with the projection numbers?

Revenue is price times the number of customers times how often they buy. Expenses are cost of goods, people, rent, marketing and software. Type whole dollars and the table formats them.

Can I add sections?

Download the DOCX and add headings there. The numbered order carries over, so insert new sections where they fit and renumber.

Is what I type saved anywhere?

No. Everything stays in your browser and nothing is sent to our server. If you refresh the page it is gone, so print, save a PDF or download the DOCX when you are done.