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Four key resources for Alberta business owners

Posted on: February 28, 2013 | Author: ATB Business & Agriculture

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

Running a business without a plan is like running a marathon without knowing the route or doing any training. You'll have a much better chance of tackling those hills are crossing the finish line if you are prepared.

Our experts at ATB Business have worked hard to create these four business guides for Alberta small business owners. Whether you're a new entrepreneur or the owner of an established business, you may want some help launching, growing, or managing your business.

Here's a summary of each of the guides. Download the PDF to access all the content, exercises and templates. There are also six Excel worksheets that you can access on our Business Guides & Templates page

ATB Business Start Up Guide, for new entrepreneurs (download PDF)

If you're thinking of starting your own business, or are in the early stages of running your business, the Start Up Guide is for you. In this guide you will find helpful tips, tactics, and tools for defining your company's vision, building a financial forecast, developing a sales plan, and more.

Chapters include:

  • The Entrepreneurial Journey: An Introduction
  • Envision Your Future
  • Research, Validate and Build
  • Your Business Plan
  • Organizing your Business
  • Take Your Product to Market: The Right Way
  • Human Resources: Every Business Needs Them
  • Your Business by the Numbers
  • Save $$$ with Technology
  • Time to get started
  • Helpful Resources

Growth Guide, for existing business owners (download PDF)

So you've got your business off the ground. Now what? Growth is important, but growing smarter should be your strategy. One of the biggest reasons companies fail is because they grow too fast or don't plan their growth. This guide will help you ensure that doesn't happen.

Chapters include:

  • Taking it to the Next Level: An Introduction
  • Your Vision Revisited
  • Analyze the Present
  • Sales and Marketing: The Drivers of Success
  • Know Your Numbers
  • Support Your Success with Systems
  • Your People Make it Happen
  • Strategize the Future with a Plan
  • It's Time for Action
  • Helpful Resources

Succession Planning Guide, for owners of mature businesses (download PDF)

Most business owners are so focused on their day-to-day that, when it's time to phase out of the business or retire, they don't know what to do. This guide will help you understand the challenges of succession and help you build your succession plan, ensuring your business continues to be successful and you can enjoy the fruits of your labour.

Chapters include:

  • Planning For your Future: An Introduction
  • What is Succession Planning?
  • Reasons You Don't Have a Succession Plan
  • Why Bother With Succession Planning?
  • What's the Rush? Q&A
  • Start Planning Now
  • Steps to Building a Succession Plan
  • Helpful Advice for Selling your Business
  • Focusing in on your Future
  • Helpful Resources

Business Plan Builder, for all business owners (download PDF)

It's never too early—or too late—to create or review your business plan. This Business Plan Builder is a template that will help you focus on the key aspects of your business plan and develop your strategies for success.

The components of the template are:

  • The Executive Summary
  • Vision and Mission
  • Products and Services
  • Marketing and Sales
  • Business Operations
  • Management Team, Employees, and Advisors
  • Financial Plan and Statements
  • Financial Needs

Other resources you may be interested in:

How to design a cash flow forecast for your business
3 ways to tighten cash flow gaps

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