Sample Documents

All the documents on this page are free for you to view and/or download and use. If you would like to view and then download a document, simply click on the link below. Once the document opens, save it to your computer and use it as you see fit.

  1. Business Transition Checklist
  2. Non Disclosure Agreement
  3. Executive Summary
  4. Representation Agreement
  5. Bank Loan Request – SCORE
  6. Break-Even analysis – SCORE
  7. Loan Amortization Schedule – SCORE
  8. Business Plan for Start Up Business – SCORE
  9. Business Plan for Established Business – SCORE
  10. Start up Expenses – SCORE
  11. Sales Forecast – 1 Year – SCORE
  12. Profit and Loss Projection – 1 Year – SCORE
  13. Profit and Loss Projection – 3 Years – SCORE
  14. Cash Flow Projection – 12 Months – SCORE
  15. Cash Flow and Profit & Loss – 4 Years – SCORE
  16. Break Even Analysis – SCORE
  17. Competitive Analysis – SCORE
  18. Opening Day Balance Sheet – SCORE
  19. Balance Sheet – Projected – SCORE
  20. Financial Projection Model – SCORE
  21. Financial History and Ratios Analysis – SCORE
  22. Sample Business Valuation Letter
  23. Which Legal Structure is right for my business
  24. Buyer qualification profile or Personal Business Model
  25. Business ownership – What are my options?

If you have questions or want more information on the above documents, please call me today at (916) 570-2674 or click here to complete a request for me to contact you.

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