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Guides and Templates

From start-up to succession, our business guides & templates can help you through key phases of business development and growth.

Browse through our business guides and templates.

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Balance Sheet - ATB Financial

This Excel worksheet can help you execute the Business Guide strategies.

 

Break-even for Retail Business - ATB Financial

This Excel worksheet can help you execute the Business Guide strategies.

 

Break-even for Service Business - ATB Financial

This Excel worksheet can help you execute the Business Guide strategies.

 

Cash Flow Forecast Template

This Excel worksheet can help you execute the Business Guide strategies. This version is locked to protect the formulas.

 

Cash Flow Forecast Template

This Excel worksheet can help you execute the Business Guide strategies. This version is unlocked for ease of formatting but the formulas might be affected.

 

Income Statement Template

This Excel worksheet can help you execute the Business Guide strategies.

 

Personal Networth

This Excel worksheet can help you execute the Business Guide strategies.

 

ATB Business Plan Builder

A clear plan built on good research is fundamental to the success of every enterprise, no matter the size. A solid business plan is also a tremendous help in discussions with financial backers of all kinds.

 

ATB Business Plan Template

This template should be used with ATB Business Plan Builder. As you work through the Builder, write your plan in this document to save for future reference.

 

ATB Business Start Up Guide

Learn everything savvy entrepreneurs already know, like how to define your company’s vision or forecast finances and sales, and so much more.

 

ATB Business Succession Guide

You’ve built a strong, successful company. Learn how to plan for the future so your legacy can live on and prosper, even under new direction.

 

ATB Marketing Plan Builder

A good marketing plan is the first step towards growing any business. ATB’s Marketing Plan Builder will help you create a strategy for raising awareness of your business, finding the right customers, and bringing them in the door, too.

 

ATB Marking Plan Template

This template should be used with ATB Marketing Plan Builder. As you work through the Builder, write your plan in this document to save for future reference.

 

Business Growth Guide

One of the main reasons companies fail is because they grow too fast or don’t plan their growth. Grow smarter by learning tactics and strategies for breaking beyond the slow-and-steady game.

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