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Since 1996



Business Planning

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Research and detail planning are essential to the creation of a successful Business Plan. We have collected and listed below our most popular Business Plan web pages and downloads.

  FREE Turn Excel Into a Financial Sleuth - An easy-to-use digital analysis tool can red-flag 
  irregularities such as fraud.
   Click Here.

  FREE Entrepreneurial Test - You need to think about why you would like to own your own
  business. What makes you think you will be Successful in business?
   Click Here.

  PlanStar - PlanStar™ is the first of a new generation of JaxWorks products designed for the
  new entrepreneurial businesses taking root in worldwide economies..
Click Here.

  The B-Plan Cruiser - The B-Plan Cruiser™ is an integration of two systems working
   together to help manage a business and build for you a business plan.
Click Here.

  The JaxWorks Business Startup Kit - Starting a new business? Here is an item you might
   want to check out.
Click Here

  FREE Spreadsheet Library - We updated over 150 spreadsheets for free download. Many
  are necessary for a business plan. You will find some of these sheets are also linked from
  this and other pages.
Click Here.

The Following Downloads are FREE:
1. Small Business Plan Creation. This is a Must!
    a) Click Here to read and print.
    b) Click Here To Download MS Word Document.
    c) Click Here To Open 76 Page Classic Business Plan MS Word Document.

2. Business Plan Excel
® Template.
Click Here To Download.

3. NeoToys. An assortment of really cool Excel spreadsheets for Business Plans.
  1) 2 Balance Sheets
  2) 5 Income Statement Worksheets
  3) 2 Cash Flow Worksheets
  4) 1 Comprehensive Ratio Analysis Worksheet
  5) 1 Trial Balance Worksheet
  6) 2 Charts that can be easily adjusted to almost any data.
   All configured for printing and professional in appearance.
Click Here To Download.

Strategic Planning For The Small Business - The Strategic Plan is the process by which we can envision the future and develop the necessary procedures and operations to influence and achieve that future. It is the life-support system that, if followed, assures your business a successful future. There are the 10 absolutes of a Strategic Plan
Click Here to read and print.

Estimating Startup Capital For Excel
® 2000. Before going to the bank you must know how much capital is needed to start your new business. This worksheet helps you do it.
Click Here To Download Worksheet.

Loan Tree. Evaluate your business with this cool tool. 
Download Loan Tree - Click Here

5 Year Projections For Excel® 2000 - This worksheet estimates the key financial figures for a small business over five years. The projections include abbreviated income and cash flow statements, and a balance sheet. 
Click Here To Download Worksheet.

8. Annual Budget Forecast - 5 Profit Centers  - Annual budget for your business, outline format, showing breakdowns by quarter, site and expense category, for the Fiscal Year. Enter your categories and numbers. Excel® 2000.
Click Here To Download

9. Average Selling Price Analysis For Excel® 2000 - This worksheet helps you calculate the average selling price for multiple products sold across multiple distribution channels. It also calculates the simple average selling price of the products sold in each channel.
Click Here To Download Worksheet.

10. Bad Debt Analysis - This is a 3 step workbook. You enter the data and it does the rest. Track how others are using your money at no interest.
Click Here To Download.

11. Breakeven Analysis Workbook - Calculate your breakeven with this stand-alone Excel® worksheet.
Click Here To Download.

12. Breakeven Chart Analysis - For Excel® 2000 -  Calculate your breakeven with this simple worksheet.
Click Here To Download Worksheet.

13. Breakeven Simple Chart Analysis - For Excel® 2000 - Calculate your breakeven with this simple worksheet.
Click Here To Download Worksheet.

14. Ratio Analysis For Excel® 2000 This workbook produces 12 important financial ratios. These ratios belong to four basic categories: profitability ratios, liquidity ratios, activity ratios, and leverage ratios. Detail explanations of each ratio included on each worksheet.
Download - Click Here.

Small Business Tools - How to use Excel's Small Business Tools. The Small Business Planner, Mail Manager, Customer Manager, Financial Manager explained with graphics. MS Word 2000.
Click Here To Download

16. SWOT Assessment Using the Malcolm Baldrige Model
SWOT = Strengths, Weaknesses, Opportunities, and Threats. Strengths and weaknesses are internal to a company (i.e. they can be directly influenced by company action or inaction). Opportunities and threats are external to the company (i.e. circumstances which may or may not arise in the outside environment and over which the company has no control). So the purpose of a SWOT is to actively promote the identified strengths, minimize weaknesses by planning them out of existence, exploit the opportunities before the window closes and have contingency plans in place to minimize threats before they materialize.

Download Free SWOT Kit
2) Go to
3) Then search Google for Malcolm Baldrige

The Balanced Scorecard
Moving into the small business arena, the Balanced Scorecard (BSC) concept was created by Drs. Robert S. Kaplan and David P. Norton in 1992, and has been implemented in corporations, organizations, and government agencies worldwide.

The Balanced Scorecard allows organizations to implement strategy rapidly and effectively by integrating the measurement system with the management system. Based on the simple premise that “measurement motivates”, the Balanced Scorecard has been integral to the success of organizations throughout the world.
Read More . . . . .

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