SMB Edge

Welcome to our Resources Page!

Below are some tools that may be helpful for your business. They are sorted by topic.

Simply 'right click' on the hyperlink and select "save as..." to save the file to your computer.

Please Note That We Are Currently Developing the Resources -
Below Is a Listing of Some of the Titles and Topics We Will Be Posting Here Soon!

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BUSINESS

FINANCE

Building Your Business Plan
(.PDF format)

A primer and outline for building a business plan that can be used to present your business in a professional and comprehensive manner. This is a valuable resource for businesses looking to raise capital or simply to document their plans for the future.


Key Account Management Strategy and Tactics
(.PDF format)

This unique Business Development tool has been developed for companies with Key Accounts that constitute the life-blood of the business. It isi important to have a strategy and action plan to make sure that important clients are not only retained but also that the relationship is nurtured to the point where they count on you as much as you count on them.


Developing Your Sales Strategy
(.PDF format)

Sales in any industry is much more than just door knocking and cold calls. If you are trying to land your next big client, gain a greater share of your clients' wallets or help communicate better ways to help their business improve that build your bottom line, then this is an important read for any sales team.


Business Essentials
(.PDF format)

Some of the most important articles from this site in a convenient, single file format.

Financial Statements Template
(.XLS format)

Presentation is everything when it comes to communicating your financial position. This tool provides a broadly accepted format for SMB's to present their financial history and projections in a way that is credible to potential sources of capital and other sophisticated stakeholders. This template is based on model Financial Statements used by accountants.


Cash Flow Analysis Template
(.XLS format)

When it comes to cash, knowledge is power. This resource provides a straight-forward model to build out an historical and prospective Cash Flow statement. Using this model can help you better understand where your company's cash position has been and where it will be in the future.


Due Diligence Checklist for Corporate Borrowers
(.PDF format)

Before you approach a potential source of capital, there are some key pieces of information you will want to have handy and 'packaged' to give to potential financial partners. Not only will you have quick access to important information about your company at the ready, but you will also get off on the right foot with sophisticated capital sources by showing you are prepared to meet some important disclosure requirements in the early stages of the relationship.

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