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Free templates, guides, and tools to help you build your business and access capital.

WORD1045 downloads

Business Plan Template

Comprehensive business plan template for SBA loans, investors, and lender submissions. Includes financial projections, market analysis, and executive summary.

PDF690 downloads

Buy & Hold Investing Strategy Guide

This guide is designed to help new and growing real estate investors understand how to evaluate rental properties, prepare for financing, and create a long-term investment strategy.

PDF929 downloads

Fix & Flip Profitability Template

This worksheet can also help you prepare for funding by showing lenders or private investors that you understand the deal, the risks, the budget, and the expected return.

WORD1051 downloads

Operating Agreement Template (LLC)

Standard single-member and multi-member LLC operating agreement template. Covers management structure, profit distribution, and member rights.

EXCEL1052 downloads

Cash Flow Budget Template

12-month cash flow projection spreadsheet. Tracks income, expenses, and net cash flow to demonstrate business viability for lenders.

PDF1053 downloads

Business Funding Guide 2026

Comprehensive guide covering all business funding types — term loans, SBA, revenue-based financing, equipment loans, and business credit lines.

PDF1093 downloads

Real Estate Investor Starter Kit

Essential resource for real estate investors — DSCR loan requirements, fix-and-flip deal analysis, and investment property due diligence checklist.

WORD1095 downloads

Partnership Agreement Template

General partnership and limited partnership agreement templates. Covers profit sharing, decision-making authority, and exit provisions.

WORD1096 downloads

Marketing Plan Template

One-page and full marketing plan templates for small businesses. Includes target market analysis, competitive positioning, and digital marketing strategies.

EXCEL1123 downloads

Fix & Flip Profitability Calculator

Calculate your projected profit on fix-and-flip projects including acquisition, rehab, carrying costs, and net proceeds.

EXCEL1124 downloads

Rental Property Cash Flow Analysis Template

Analyze any rental property's income, expenses, cash-on-cash return, cap rate, and annual ROI in one spreadsheet.

PDF1127 downloads

Multifamily Investing 101

Introduction to multifamily real estate investing — from duplexes to apartment complexes — with financing and management strategies.

EXCEL675 downloads

Personal Monthly Budget Tracker

Excel budget tracker designed for debt reduction and credit score optimization. Track income, expenses, and credit utilization each month.

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