Pre-Venture and Startups (0-3 years in business)
Pre-Venture and Startups (0-3 years in business)
Financial Analysis
- Ratio Analysis (PDF)
- Breakeven Spreadsheet (XLSX)
- Financing Gap (XLSX)
- 12 Month Cash Flow Projection (XLSX)
Market Analysis
- Industry Analysis | NAICS
- Demographic Information | EASI (PDF)
- Census Information | United States Census Bureau
- Labor Statistics | Bureau of Labor Statistics
- Market Research | US Census Community Facts
- Profiles for Every City | City Data
Business Plan
- LivePlan | Included with Building Your Business Plan with LivePlan seminar fee
- Concept Plan Questionnaire | (DOCX)
- Business Plan Information (PDF)
- Business Plan Template (DOC)
- Business Plan Checklist (PDF)
Business Organization/Entity Selection
- Register Your Business | Florida Department of State
- Considering a franchise? | SBA
- Obtain an Employer Identification Number | IRS
Taxes, Licenses & Permits
- Sales Tax Certificate | Florida Department of Revenue
- Licensing | Florida Department of Professional & Business Regulations
- Agricultural Regulations | Florida Department of Agriculture & Consumer Services
- Contractor Licensing | State of Florida
- Division of Hotels & Restaurants
- Childcare Regulations | Florida Department of Children & Families
- Federal Income Taxes | IRS
- Unemployment Insurance Tax | Department of Revenue
Insurance
- Florida Association of Insurance Agents
- Professional Insurance Agents of Florida
- Latin American Association of Insurance Agents
Financing
- U.S. SBA Loans | Small Business Administration
- SBA Loan Programs Chart | Small Business Administration (PDF)
- Grant Research | Catalog of Federal Domestic Assistance
- Simple Personal Financial Statement (XLSX)
Patents, Copyrights & Trademarks
- Utility and Design Patents
- Copyright | U.S. Library of Congress
- State Trademarks | Florida Department of State
- Federal Trademarks
Calculators
Existing Businesses (3+ years in business)
Existing Businesses (3+ years in business)
Financial Analysis
- Breakeven Spreadsheet (XLSX)
- Financing Gap (XLSX)
From the Profit Mastery Toolkit:
- Income Statement (PDF)
- Ratio Analysis (PDF)
- Roadmap Analysis (PDF)
- The Road Map (PDF)
- Basic Management Tips for Improving Cash Flow (PDF)
- Errors of Omission Checklist (PDF)
- 13 Red Flags to Bookkeeping Fraud
- Sample Loan Proposal (PDF)
- What’s Your Business Worth? (PDF)
- Estate Planning Checklist (PDF)
Market Analysis
- LivePlan | Included with Building Your Business Plan with LivePlan seminar fee
- Size Up for Local Businesses | EDC Sarasota County
- Decision Matrix (PDF)
- Weighing Up Business Locations (PDF)
- Industry Analysis | NAICS
- Demographic Information | EASI
- Census Information | United States Census Bureau
- Labor Statistics | Bureau of Labor Statistics
Marketing
- Strategic Marketing Quick Reference Sheet (coming soon)
Insurance
- Florida Association of Insurance Agents
- Professional Insurance Agents of Florida
- Latin American Association of Insurance Agents
Financing
- U.S. SBA Loans | Small Business Administration
- SBA Loan Programs Chart | Small Business Administration (PDF)
- Grant Research | Catalog of Federal Domestic Assistance
- Personal Financial Statement 7(a)/504 Loans and Surety Bonds | U.S. Small Business Administration (PDF)
Patents, Copyrights & Trademarks
- Utility and Design Patents
- Copyright | U.S. Library of Congress
- State Trademarks | Florida Department of State
- Federal Trademarks
Cybersecurity
- Cyber Topics and How-Tos | Florida Center for Cybersecurity
- Cybersecurity Resources | U.S. SBA
- Cybersecurity Publications | U.S. Dept. of Homeland Security
- Business Tip Sheets | National Cyber Security Alliance
Calculators
Government Contracting
Government Contracting
General Information
Federal Regulations
- Federal Acquisition Regulation | Acquisition.gov
- FAR Supplements | FARSite
- Defense Tech Info Center
- DoD Forms | Department of Defense
Small Business Programs
- HUB Zones | U.S. SBA
- Doing Business with DoD | U.S. Department of Defense
- List of Federal OSDBU Members
- Office of Small & Disadvantaged Businesses | U.S. Department of Affairs
Market Research
Contract Opportunities
International Trade
International Trade
General Information
- Begin Exporting | Export.gov
- Customs and Border Protection
- District Export Council
- Explore Exporting
- SBA Export Business Planner
Market Research
- Schedule B/Export
- Harmonized Tariff Code/Import
- TradeStats Express
- Interactive Tariff and Trade Dataweb
- UN Comtrade
- Ease of Doing Business Ranking
- Free Trade Agreements
- Country Commercial Guides
- Industry Associations
- Trade Shows
- Trade Missions
Global Directories
Licensing, Regulations and Compliance
- U.S. Dept of Commerce Bureau of Industry & Security
- Commerce Control List Classification
- Office of Foreign Assets Control
Export Finance
Importing
Organizations
Business Certifications
Business Certifications
- HUB Zones | U.S. SBA
- Office of Small & Disadvantaged Businesses | U.S. Department of Affairs
- Office of Supplier Diversity | State of Florida
- Hillsborough County | Minority and Disadvantaged Business Development
- City of Tampa | Minority and Small Business Development
- St. Petersburg Small Business Enterprises
- Pinellas County Small Business Enterprise Program
- Women’s Business Enterprise National Council
- Women’s Business Development Council of Florida
- National Minority Supplier Development Council
- Florida State Minority Supplier Development Council
Disaster Preparedness
Disaster Preparedness
Resources
- State of Florida Official Portal for Businesses
- U.S. Small Business Administration
- IRS Tax Relief in Disaster Situations
- Bridge Loan Program
- Keeping Your Business Safe | Secure Florida
- Minding Your Business | FL Business Continuity Initiative
- Florida Emergency Services | FL DMS
- Disaster Contractors Network
- Preparing Your Business
- Planning and Protecting Your Business | Ready
- Industry Liaison Program | FEMA
Report Business Related Damages
Exercises
