Financing Templates from SCORE

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Download templates and get SCORE advice. You can save these templates as Word documents (.doc),
Excel spreadsheets (.xls) or PDFs (.pdf).
When you click on the link, you will be taken to the SCORE page in another browser window.
Balance Sheet (Projected)
Excel  |  PDF
Bank Loan Request for Small Business
Word  |  PDF
Breakeven Analysis
Excel  |  PDF
Cash Flow Statement (12 Months)
Excel  |  PDF
Cash Flow Statement (4 Years)
Excel  |  PDF
Financial Forecast
Excel
Financial History & Ratios
Excel  |  PDF
Loan Amortization Schedule
Excel  |  PDF
Opening Day Balance Sheet
Excel  |  PDF
Personal Financial Statement
Excel  |  PDF
Profit and Loss Projection (12 Months)
Excel  |  PDF
Profit and Loss Projection (3 Years)
Excel  |  PDF
Sales Forecast (12 Months)
Excel  |  PDF
Start-Up Expenses
Excel  |  PDF