Enter your business information including the legal name, address, etc.
If you already have a business logo you can add it at the top or bottom of the title page.
It’s not easy to keep everything completely up-to-date as you make changes to your numbers, and integrating the right charts and graphs into your business plan is harder than it looks.
However, if you’re new to business planning and just want to get a sense of what a plan looks like and want to get the process started quickly and cheaply, then downloading a free template is the best way to get started.
Cons of using a business plan template: While there are benefits to using a business plan template, depending on your situation it may not be the best way to complete your plan. For instance, not only do you have to complete the financial spreadsheets, but you have to do the math yourself.
You’ll also have to know enough about the process to be sure you’re getting the numbers in the right place.
Capping your plan at 30 pages should be sufficient unless you need to include photos of products, equipment, logos, business premises or site plans, etc.
Potential money lenders and investors want solid research and analysis, not long, wordy descriptions.
Plus, it shows you the general layout of a standard business plan so you know what goes where and that you're not leaving out anything.
A great business plan template will also provide instructions for each step of your plan and show you what an investor-ready and SBA-approved business plan should look like.