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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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The Entrepreneurs Guide to Starting and Growing a Business

Being an entrepreneur can be the most rewarding thing you ever do. Before we jump into the nuts and bolts, we’re going to outline what it’s like to be an entrepreneur and some personality traits that will help you succeed.

 

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.

 

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 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 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.

 

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.

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