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Templates and business guides

Whether you are a young entrepreneur starting your first venture, or a seasoned veteran with an established business, our guides and business templates are designed to help you set your business on the right path and increase your chances of success.


Business plan template

Prepare a professional business plan that gives you an excellent road map for your company and increases your chances of success with financing.

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Marketing plan template

Download our free marketing plan template, and start preparing a marketing action plan that lets you reach new customers and grow your business.

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Onboarding checklist

Download our comprehensive list of things to do to quickly get new employees onboard, up to speed and ready to make their best contribution.

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Real estate toolkit

Buying or leasing real estate is one of the biggest investments you can make for your business. Get the facts you need in our free toolkit.

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Social media toolkit

Our free social media toolkit offers tips and advice to help you use this powerful tool to engage with millions of potential clients.

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Business transfer toolkit

Our free toolkit will help you prepare the sale of your business or buy a business, providing a winning strategy that maximizes your benefits.

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Business loan toolkit

Our free toolkit can help you get ready to apply for a business loan, with less time and stress. It can make the difference.

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Reference documents


Discover our free glossary designed to help you better understand the financial terms and phrases that all entrepreneurs should know.

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