Template

SBA-Ready Business Plan Template

Lenders read business plans to answer a few questions: who runs the business, how it makes money, what the loan is for, and how it will be repaid. This template walks you through each section with prompts and a fully written sample plan, with additional sections for business purchases and 504 property projects.

What’s included

• Editable Word template with a prompt in every section, ordered the way an SBA credit memo is written
• Complete sample plan for a fictional bakery, in Word and PDF
• Financial plan with debt service coverage, assumptions and break-even
• Sections for business purchases and 504 projects
• Section-by-section guide to what the lender checks
• Borrower certification and signature page

Every AceTheSBA product comes with

• Step-by-step instructions for every section
• A completed example for a fictional business
• References to the SBA rule each part applies
• Editable Word, Excel or PowerPoint files
• A version showing the SBA rules it follows (SOP 50 10 8.1)
• Documents for your lender kept free of AceTheSBA branding