Business Templates & Downloads from Collin SBDC

Getting Started

Documents to help determine if your business concept will work and make money

Resource Page

Information on: County Clerks, Chambers of Commerce, Secretary of State, Texas Workforce Commission, US Dept. of Labor, Business permits/licenses, IRS, State Comptroller’s Office, State Board of Insurance, TX Dept. of Economic Development

Start-Up Expense Calculator

Excel spreadsheet that will help assess how much money will be needed to start the business

Feasibility Comparison

Is it the right idea for you? Does the business idea have a market? How many competitors are in that market? How much money will be needed to finance the start-up?

    Business Plan

    Everything you need to write your business plan effectively

    Competitive Analysis

    This document will help you find the uniqueness of your business.

    Demographics Analysis Worksheet

    Use this worksheet to help you create a customer profile.

    Executive Summary Template

    Quick, easy to follow template to help you write an Executive Summary.

    Business Plan Outline

    The standard version used by the U.S. Small Business Administration and SBDC’s across the nation.

      Financial Worksheets

      Financial components and worksheets for your business plan

      Financial Template

      Use this set of Excel financial spreadsheet examples to create cash flow, profit and loss, sales and balance sheet forecasts.

      Start-Up Expense Calculator

      Excel spreadsheet that will help assess how much money will be needed to start the business

      Sales Forecast Worksheet

      This tool calculates pricing from costs of goods sold information

      Cash Flow Projection Worksheet 

      An Excel spreadsheet containing explanations to each line item and step by step instructions on how to complete.

        Marketing Plan

        Worksheets that make creating a marketing plan easier

        Target Market Analysis 

        You will define your target market with this document which will also help you maximize your marketing efforts.

        SWOT Analysis Template

        A worksheet to help you determine the Strengths, Weaknesses, Opportunities and Threats of not only your business but of your competitors as well.

        Elements of a Marketing Plan

        This document reviews the business concept, target market, industry trends, marketing goals, SWOT, tactics to implement the strategies, and how to measure results with these marketing efforts.

          SBA Loans

          Types and methodology to obtaining an SBA guaranteed loan

          Key Points to Borrowing Money 

          This article discusses the 5 main elements that banks review to see if you are worthy of a business loan.

          Loan Package Checklist 

          List of the typical types of documents a bank will request when considering an SBA guaranteed loan and a conventional loan.

            Preferred Lenders Program
            Contact information for the banks in our area that are SBA Preferred Lenders.CLICK HERE


            Find Your Lender

            SBA 7a Lender Activity Report as of 10-31-2021

            The Lender Activity Report summarizes current fiscal year approvals for 7(a) Lenders. 7a Lender Activity Report as of 10-31-2021


            Alternative Financing

            Other ways to obtain funds to grow a business

            Anatomy of an Investor Proposal 
            A guide to what is needed within a short presentation pitch to investors.
            CLICK HERE
            Are Your Ready for Angel Funding? 
            An outline of the things you must have in place before an investor will be interested in your product/service.
            CLICK HERE
            Possible Small Business Grant Opportunities
            Information on some true local grants available to help companies grow.
            CLICK HERE
            Grant Myths
            Information about the urban legends that surround “free money” from the government.
            CLICK HERE


            Buying a Business

            Important tools when considering the purchase of a business


            Franchising can be a great alternative if you want to have some guidance in the start-up phase of the business.

            Valuing a Privately-Held Business

            While there are various several valuation approaches, the most commonly used method is the Multiple Of Seller’s Discretionary Earnings.

            Buying a Business

            Discussion of steps to starting the purchase of a business, advantages to choosing an existing business and doing your due diligence.

            Checklist for Buying a Business

            Top 20 things you’ll need to have or know before buying a business.


              More valuable documents and resources for your business

              North Texas Small Business Development Center

              View the latest NTSBDC Network directory for contact information of other local SBDC’s.

              Overhead Rate Calculation

              Overhead rates can help you effectively manage operations by measuring overall performance against similar companies in your industry.

              Local Purchasing Agents

              Link to the local purchasing agents to find out how your business can sell to them.

              Minority Certification and Government Contracting Info 

              Websites for information on how a small business can get minority certified and how it can begin doing business with the three levels of government: local, state and federal.


                Additional Resources

                Richardson IQ
                The Richardson Innovation Quarter, also known as simply “Richardson IQ® ” or “The IQ®, is a living laboratory for big ideas and ground-breaking technology.
                CLICK HERE


                Dallas Area SCORE Office
                SCORE is an independent non-profit resource partner with the U.S. Small Business Administration.
                CLICK HERE


                Collin College Continuing Education
                Collin College’s Continuing Education offers career skills training for small business in the ares of management, administrative, finance, marketing and much more.
                CLICK HERE


                U.S. Small Business Administration
                SBA works to ignite change and spark action so small businesses can confidently start, grow, expand or recover.
                CLICK HERE


                Note: Templates, forms and resources can be downloaded to help in business planning. Materials, services or products offered by this SBDC do not imply or constitute a recommendation or endorsement by the SBDC, but is only intended to be a convenience for you. You must perform your “due diligence” by reviewing all materials to determine if they meet your needs.

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                4800 Preston Park Blvd.
                Suite 114
                Plano, TX 75093

                (972) 985-3770

                The Collin SBDC at Collin College is a member of the North Texas SBDC Network. Funded in part through a cooperative agreement with the U.S. Small Business Administration (SBA). Hosted by the Dallas College and nationally accredited by the Association of SBDCs.