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Guides and Templates

From start-up to succession, our business guides & templates can help you through key phases of business development and growth.

Browse through our business guides and templates.


ATB Marketing Plan Template

A good marketing plan is the first step towards growing any business. ATB’s Marketing Plan Template will help you create a strategy for raising awareness of your business, finding the right customers, and bringing them in the door, too.


The Entrepreneurs Guide to Starting and Growing a Business

Being an entrepreneur can be the most rewarding thing you ever do. Before we jump into the nuts and bolts, we’re going to outline what it’s like to be an entrepreneur and some personality traits that will help you succeed.


ATB Business Plan Template

This template should be used with ATB Business Plan Builder. As you work through the Builder, write your plan in this document to save for future reference.


ATB Business Plan Builder

A clear plan built on good research is fundamental to the success of every enterprise, no matter the size. A solid business plan is also a tremendous help in discussions with financial backers of all kinds.


Balance Sheet - ATB Financial

This template will help allow a year-over-year comparison.


Break-even for Retail Business - ATB Financial

This template will allow you to automatically calculate your monthly break even revenue.


Break-even for Service Business - ATB Financial

Use this template to calculate your monthly operating expenses and break-even revenue.


Cash Flow Forecast Template

This template will help you develop you compare cash flow projections with actual outcomes.


Income Statement Template

Use this template to create year-end income statement projections and to help you keep track of yearly expenses.


Personal Networth

This calculator will help you map out your personal net worth.


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