The PrivateBank - Small business guides

How-to guides

Practical straight to the point guides that address some of the key issues you will face.

The PrivateBank - Small business plan

Action plans

Interactive online business planning tools that allow you to build your own custom action plan.

The PrivateBank - Small business help

Business plan diagnostic

A quiz diagnostic to help you cover off the most important aspects of a business plan.

The PrivateBank - Small business templates


Excel templates to help you experiment with financial scenarios, including a cash flow template.

And it's all free!

Use the templates and guides as often as you like, and keep them forever.

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The PrivateBank is providing the information in this Small Business Resource Center from various sources as a convenience to its clients. The PrivateBank does not guarantee the accuracy of this information nor is it responsible for the content.