A comprehensive planning document which clearly describes the business developmental objective of an existing or proposed business applying for assistance in SBA’s 8(a) or lending Programs. The plan outlines what and how and from where the resources needed to accomplish the objective will be obtained and utilized.

The U.S. Small Business Administration (SBA):

Small Business Planner

Manage your business from start to finish

Careful planning is fundamental to success. The Small Business Planner includes information and resources that will help you at any stage of the business lifecycle.

1. Plan Your Business

  • Get Ready
  • Write a Business Plan

2. Start Your Business

  • Find a Mentor
  • Finance Start-Up
  • Buy a Business
  • Buy a Franchise
  • Name Your Business
  • Choose a Structure
  • Protect Your Ideas
  • Get Licenses and Permits
  • Pick a Location
  • Lease Equipment

3. Manage Your Business

  • Lead
  • Make Decisions
  • Manage Employees
  • Market and Price
  • Market and Sell
  • Understand Fair Practice
  • Pay Taxes
  • Get Insurance
  • Handle Legal Concerns
  • Forecast
  • Advocate and Stay Informed
  • Use Technology
  • Finance Growth

4. Getting Out

  • Plan Your Exit
  • Sell Your Business
  • Transfer Ownership
  • Liquidate Assets
  • File Bankruptcy
  • Close Officially

See also…

Starting a Business

Business and Finance Law