Resources

Pre-Venture and Startups (0-3 years in business)

Financial Analysis

1. Ratio Analysis (PDF)
2. Breakeven Spreadsheet (XLSX)
3. Financing Gap (XLSX)
4. 12 Month Cash Flow Projection (XLSX)

Market Analysis

1. Industry Analysis | NAICS
2. Demographic Information | EASI (PDF)
3. Census Information | United States Census Bureau
4. Labor Statistics | Bureau of Labor Statistics
5. Market Research | US Census Community Facts
6. Profiles for Every City | City Data

Business Plan

1. LivePlan | Included with Building Your Business Plan with LivePlan seminar fee
2. Concept Plan Questionnaire | (DOCX)
3. Business Plan Information (PDF)
4. Business Plan Template (DOC)
5. Business Plan Checklist (PDF)
6. Business Plan Financials Template (XLTX)

Business Organization/Entity Selection

1. Register Your Business | Florida Department of State
2. Considering a franchise? | SBA
3. Obtain an Employer Identification Number | IRS

Taxes, Licenses & Permits

1. Sales Tax Certificate | Florida Department of Revenue
2. Licensing | Florida Department of Professional & Business Regulations
3. Agricultural Regulations | Florida Department of Agriculture & Consumer Services
4. Contractor Licensing | State of Florida
5. Division of Hotels & Restaurants
6. Childcare Regulations | Florida Department of Children & Families
7. Federal Income Taxes | IRS
8. Unemployment Insurance Tax | Department of Revenue

Insurance

1. Florida Association of Insurance Agents
2. Professional Insurance Agents of Florida
3. Latin American Association of Insurance Agents

Financing

1. U.S. SBA Loans | Small Business Administration
2. SBA Loan Programs Chart | Small Business Administration (PDF)
3. Grant Research | Catalog of Federal Domestic Assistance
4. Simple Personal Financial Statement (XLSX)

Patents, Copyrights & Trademarks

1. Utility and Design Patents
2. Copyright | U.S. Library of Congress
3. State Trademarks | Florida Department of State
4. Federal Trademarks

Calculators

1. Financial Ratios Calculator
2. Commercial Loan Calculator
3. Equipment Buy vs Lease Calculator
4. Currency Calculator
5. Email Marketing Calculator
6. Pay-Per-Click ROI Calculator
7. Direct Mail ROI Calculator

Existing Businesses (3+ years in business)

Financial Analysis

1. Breakeven Spreadsheet (XLSX)
2. Financing Gap (XLSX)

From the Profit Mastery Toolkit:

1. Income Statement (PDF)
2. Ratio Analysis (PDF)
3. Roadmap Analysis (PDF)
4. The Road Map (PDF)
5. Basic Management Tips for Improving Cash Flow (PDF)
6. Errors of Omission Checklist (PDF)
7. 13 Red Flags to Bookkeeping Fraud
8. Sample Loan Proposal (PDF)
9. What’s Your Business Worth? (PDF)
10. Estate Planning Checklist (PDF)

Market Analysis

1. LivePlan | Included with Building Your Business Plan with LivePlan seminar fee
2. Size Up for Local Businesses | EDC Sarasota County
3. Decision Matrix (PDF)
4. Weighing Up Business Locations (PDF)
5. Industry Analysis | NAICS
6. Demographic Information | EASI
7. Census Information | United States Census Bureau
8. Labor Statistics | Bureau of Labor Statistics

Marketing

1. Strategic Marketing Quick Reference Sheet (coming soon)

Insurance

1. Florida Association of Insurance Agents
2. Professional Insurance Agents of Florida
3. Latin American Association of Insurance Agents

Financing

1. U.S. SBA Loans | Small Business Administration
2. SBA Loan Programs Chart | Small Business Administration (PDF)
3. Grant Research | Catalog of Federal Domestic Assistance
4. Personal Financial Statement 7(a)/504 Loans and Surety Bonds | U.S. Small Business Administration (PDF)

Patents, Copyrights & Trademarks

1. Utility and Design Patents
2. Copyright | U.S. Library of Congress
3. State Trademarks | Florida Department of State
4. Federal Trademarks

Cybersecurity

1. Cyber Topics and How-Tos | Florida Center for Cybersecurity
2. Cybersecurity Resources | U.S. SBA
3. Cybersecurity Publications | U.S. Dept. of Homeland Security
4. Business Tip Sheets | National Cyber Security Alliance

Calculators

1. Financial Ratios Calculator
2. Commercial Loan Calculator
3. Equipment Buy vs Lease Calculator
4. Currency Calculator
5. Email Marketing Calculator
6. Pay-Per-Click ROI Calculator
7. Direct Mail ROI Calculator

Government Contracting

General Information

1. Federal Acronyms Guide (PDF)
2. Government Contracting 101 | U.S. SBA

Federal Regulations

1. Federal Acquisition Regulation | Acquisition.gov
2. FAR Supplements | FARSite
3. Defense Tech Info Center
4. DoD Forms | Department of Defense

Small Business Programs

1. HUB Zones | U.S. SBA
2. Doing Business with DoD | U.S. Department of Defense
3. List of Federal OSDBU Members
4. Office of Small & Disadvantaged Businesses | U.S. Department of Affairs

Market Research

1. Industry Analysis | NAICS
2. System for Award Management
3. Dun & Bradstreet

Contract Opportunities

1. Federal Acquisition Jumpstation
2. Federal Business Opportunities | FedBizOpps
3. Doing Business with DHS | Department of Homeland Security
4. Stimulus Watch
5. GSA Schedules | U.S. General Services Administration
6. Subcontracting Opportunities | U.S. SBA

International Trade

General Information

1. Begin Exporting | Export.gov
2. Customs and Border Protection
3. District Export Council
4. Explore Exporting
5. SBA Export Business Planner

Market Research

1. Schedule B/Export
2. Harmonized Tariff Code/Import
3. TradeStats Express
4. Interactive Tariff and Trade Dataweb
5. UN Comtrade
6. Ease of Doing Business Ranking
7. Free Trade Agreements
8. Country Commercial Guides
9. Industry Associations
10. Trade Shows
11. Trade Missions

Global Directories

1. kompass.com
2. solusource.com
3. alibaba.com

Licensing, Regulations and Compliance

1. U.S. Dept of Commerce Bureau of Industry & Security
2. Commerce Control List Classification
3. Office of Foreign Assets Control

Export Finance

1. SBA Export Finance Programs
2. Export/Import Finance Corporation
3. Florida Export Finance Corporation

Importing

1. Tampa FTZ #79

Organizations

1. Enterprise Florida
2. NASBITE International
3. Tampa Bay Organization for Women in International Trade

Business Certifications

1. HUB Zones | U.S. SBA
2. Office of Small & Disadvantaged Businesses | U.S. Department of Affairs
3. Office of Supplier Diversity | State of Florida
4. Hillsborough County | Minority and Disadvantaged Business Development
5. City of Tampa | Minority and Small Business Development
6. St. Petersburg Small Business Enterprises
7. Pinellas County Small Business Enterprise Program
8. Women’s Business Enterprise National Council
9. Women’s Business Development Council of Florida
10. National Minority Supplier Development Council
11. Florida State Minority Supplier Development Council 
12. Difference Between Benefit Corps and Certified B Corps | SBA

Disaster Preparedness

Resources

1. State of Florida Official Portal for Businesses
2. U.S. Small Business Administration
3. IRS Tax Relief in Disaster Situations
4. Bridge Loan Program
5. Keeping Your Business Safe | Secure Florida
6. Minding Your Business | FL Business Continuity Initiative
7. Florida Emergency Services | FL DMS
8. Disaster Contractors Network
9. Preparing Your Business
10. Planning and Protecting Your Business | Ready
11. Industry Liaison Program | FEMA
12. Get a Plan | Florida Division of Emergency Management

Report Business Related Damages

1. Damage Assessment Forms | FLVBEOC

Exercises

1. Emergency Planning Exercises | FEMA