Business Planning

Business Plan Outline
A simple, one page outline that you can utilize to complete a rough draft of your business plan. The IESBDC will help you craft a document that presents your company in the best light for lenders, investors, employees and serve as a tool for managing the business. For additional help call your the Inland Empire SBDC.

Business Plan Guide
A more detailed guide to developing a concrete business plan that you can utilize to complete a draft of your business plan. 

Financial Projections Template.xls
A linked worksheet that will allow you to complete the Financials section of your Business Plan. It can also be used standalone to create financial projections. Financial projections translate the business plan activities into dollars that show the reader the quality of the investment. This template includes financial assumptions, sources and uses of funds, profit and loss statement, cash flow and balance sheet. It can be used in support of your loan application.

Business Plan Resources
A listing of proven websites that provide information and statistics that you can use in your business planning process.

Business Startup Checklist
A checklist of the basic areas you need to cover before opening your business.

Legal Structures of Businesses
This document outlines the various types of corporate structure for businesses and their respective requirements. 

Business Lease Checklist
A great checklist for any small business owner or entrepreneur outlining consideration before signing a commercial lease. 

Succeeding Online
Up-to-date guideline from our successful E-Commerce for Small Business workshop.

Licenses and Permits ( 
This website assists you in finding appropriate permit information for your business. It also provides contact information for the various agencies that administer & issue these permits.


Applying for an SBA loan
Going after a loan?  This document outlines six essential areas a lending institution will consider and helps business owners know what to do before applying for a business loan.

Funding Sources for Small Business
This document summarizes the typical funding sources for small business and their respective advantages and disadvantages. 

Government Contracting

Certifications Fact Sheet
This document summarizes common federal, state and local certification criteria, certification lengths, certifying agencies, and associated fees.

Federal Bid Opportunities is the single government point-of-entry (GPE) for Federal government procurement opportunities over $25,000. Government buyers are able to publicize their business opportunities by posting information directly to FedBizOpps via the Internet. Through one portal – FedBizOpps (FBO) – commercial vendors seeking Federal markets for their products and services can search, monitor and retrieve opportunities solicited by the entire Federal contracting community.

California Department of General Services
Great websites to become familiar with for those interested in local, state and federal bid opportunities

Online Resources

Green Small Business
Business Voice of Green Economy
Small Business Administration
California Labor Market Information
California Business Search
CalGold Business Permits
SBA Santa Ana 7(a) Guaranteed Lender Participants
Small Business and Self-Employed Tax Center


Other Business Resources

Patents, Trademarks, and Copyrights
A great document outlining FAQ’s pertaining to obtaining, maintaining and protecting patents, trademarks and copyrights.

Selling a Business
A document outlining what to consider before selling a business.

Business Valuation Methods
The process of business valuation takes into account many variables and requires a number of assumptions. Shannon Pratt, a noted business valuation expert, names six important factors in this document.