Simply Business homepage
Call Us(844) 654-7272
Get a QuoteSign In

Yours to Download: A Basic Business Plan Template for Small Business Owners

1-minute read

Our free business plan template can set you up for success, just like with this small business owner.
Mariah Bliss

Mariah Bliss

8 September 2020

Share on FacebookShare on TwitterShare on LinkedIn

Whether you’re applying for a small business loan or setting goals for your growth, a small business plan is one of the most important documents you’ll create.

But it can also be incredibly frustrating and nerve-racking to create one yourself. What should go in it? How do you know if you’re including the correct information about your business? Do you need to add charts in there, too?

Wonder no more, because our FREE small business plan template not only helps answer those questions— it reduces the learning curve that comes with creating a small business plan.

Free PDF Download

Want some help creating your best business plan? Download our FREE business plan template here!

Your email address will be used by Simply Business to keep you posted with the latest news, offers and tips. You can unsubscribe from these emails at any time. Simply Business Privacy policy.

Why You Need a Business Plan

Get a loan.

A business plan can show a bank or credit union how you intend to start and grow your business. The plan can play an essential role in convincing lenders to provide you with a small business loan, so it’s good to have on hand if you’re planning on securing financing.

Attract investors.

If you’re planning on financing your business through investors or cash from family and friends, a small business plan can help provide that extra confidence they might need to say yes. Provide copies of your business plan to potential investors so that they can get a better idea of how their money will be used if they invest in you.

Measure your success.

A business plan can act like a roadmap that you’ll follow toward a successful outcome. It’s easy to start a business and not realize that you’re off-track until it’s too late. A small business plan can help you stay on track to achieve the goals you want to hit over the next six months to five years.

Keep yourself accountable.

Whether you’re building a business plan for yourself or to share with others, there’s no denying that a plan can help keep you accountable. For example, if you’re not on track for achieving a specific outcome by a certain timeframe, you can make the necessary adjustments to get yourself back on track.

Let’s Get Down to Business

Download your basic business plan template and get started. It’s easy to fill out and comes with helpful instructions to guide along the way.

Get Insured in Under 10 Minutes

Get an affordable & customized policy in just minutes. So you can get back to what matters: Your business.

Start Here >

Legal Disclosure: Simply Business, LLC. is not a legal, financial, or accounting firm and does not provide legal, financial, or accounting advice. This document is intended to be used for informational purposes only and is not a substitute for obtaining professional advice. We cannot and do not guarantee that it suits your needs. By using this template, you agree that you are responsible for the content of the documents you create and you assume full responsibility for any outcomes associated with using it.

Mariah Bliss

Written by

Mariah Bliss

I love writing about the small business experience because I happen to be a small business owner - I've had a freelance copywriting business for over 10 years. In addition to that, I also head up the content strategy here at Simply Business. Reach out if you have a great idea for an article or just want to say hi!

Mariah writes on a number of topics such as small business planning, contractor insurance, and business licenses.

This content is for general, informational purposes only and is not intended to provide legal, tax, accounting, or financial advice. Please obtain expert advice from industry specific professionals who may better understand your business’s needs. Read our full disclaimer

Find this article useful? Spread the word.

Share on Facebook
Share on Twitter
Share on LinkedIn


Business InsuranceGeneral Liability InsuranceWorkers Compensation InsuranceProfessional Liability InsuranceErrors & Omissions InsuranceSole Proprietors Workers CompensationCyber InsuranceSelf-Employed Insurance


Contractors InsuranceCleaners InsuranceE-commerce InsuranceHandyman InsuranceHome Improvement Contractor InsuranceLandscaping InsuranceLawn Care InsurancePhotographers Insurance


About usContact UsCareersSite MapInsurance Providers


General BusinessProtect Your BusinessStart Your Business


Simply Business1 Beacon Street, 15th FloorBoston, MA02108


Terms & ConditionsPrivacy PolicyPrivacy Notice for CA ResidentsResponsible Disclosure PolicyDo Not Sell or Share My Personal Information (CA Residents)

*Harborway Insurance policies are underwritten by Spinnaker Insurance Company and reinsured by Munich Re, an A+ (Superior) rated insurance carrier by AM Best. Harborway Insurance is a brand name of Harborway Insurance Agency, LLC, a licensed insurance producer in all 50 states and the District of Columbia. California license #6004217.

© Copyright 2024 Simply Business. All Rights Reserved. Simply Business, LLC is a licensed insurance producer in all U.S. States and the District of Columbia. Simply Business has its registered office at Simply Business, 1 Beacon Street, 15th Floor, Boston, MA, 02108. In California, we operate under the name Simply Business Insurance Agency, LLC, License #0M20593. In Colorado, we operate under the name Simply Business, LLC DBA Simply Business Insurance Agency. In New York, we operate under the name Simply Business Insurance Agency. In Pennsylvania, we operate under the name Simply Business Insurance Agency, LLC. In Texas, we operate under the name, U.S. Simply Business, LLC. For more information, please refer to our Privacy Policy and Terms & Conditions.