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SCORE Business Plan Template for an Established Business


Business plans aren't just for fresh-faced startups—they're vital for established businesses too. They serve multiple purposes, from convincing investors or lenders to support your business financially to attracting potential buyers, partners, or key employees. Most crucially, a business plan acts as a strategic roadmap for sustaining growth and success in the next stages of your business.


Crafting a business plan is more than just an exercise; it's an opportunity to thoroughly consider every step needed to achieve your company goals. It's your chance to spot weaknesses, uncover unthought-of opportunities, and strategize solutions for potential challenges.


Here's a quick guide to creating your business plan:

  • Executive Summary

  • Company Description

  • Products and Services

  • Marketing Plan

  • Operational Plan

  • Management & Organization

  • Personal Financial Statement

  • Financial History and Analysis

  • Financial Plan

  • Appendices


The final section, “Refining Your Plan,” offers tips on tailoring your plan for specific needs like securing a bank loan or fitting particular industries like retail.

Once you’ve completed the worksheets, print them out, and you’ll have a practical business plan ready to guide your venture. To refine your strategy further, consider consulting a SCORE mentor.




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