Santa Cruz SBDCAptos, CA
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Templates-Plans-Forms

We're dedicated to helping small businesses. Click a link below to get started!

SBA Guide to Starting a Business    [LINK]

Starting a business in Santa Cruz County Checklist   [DOC]

Lean Canvas (business planning brainstorm)   [PDF]   [Written Instructions]  [Instructional Video]

Business Plan Template ​  [PDF]   [WORD]

SBA Online Planning Template   [Link]

Marketing Plan   [PDF]   [WORD]

Financial Forecasting   [PDF]   [EXCEL]

SBA Financial Management Guide   [PDF]

PPP Tracking Spreadsheet [GOOGLE SHEET] [Instructions]

Paycheck Protection Program - Loan Forgiveness Calculator [EXCEL]   [PDF]

COVID-19 Reopening Checklist  [PDF]

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It all starts here. Complete the application and submit your request. A member of the SBDC will follow up with you and help you achieve your small business goals -- at no cost to you.
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COVID-19

As concerns continue about coronavirus (COVID-19), we’re here to help you navigate available resources, answer your business questions and be a trusted partner for your business
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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.