Colorado Enterprise Fund | Small Business Tool Kit

Below is what our Tool Kit includes for borrowers who work with our BAS consulting team. Click here to learn how our consulting process works. Then contact Robert to get started on your road to small business success!

 

Accountability

For all borrowers with two or more employees:

 

  • What is Employee Accountability?
    Do you know the nine components of accountability used by great businesses?
  • Responsibility Planner
    Too many “hats” to wear, right? A tool to help you decide who should wear the hats.
  • Delegation Planner
    Do you wear too many of the “hats” yourself? Management methods to share the hats responsibly.
  • Coaching to Improve Performance
    Why is performance less that you demand?
    Answer:  Learn to be a management coach.
  • Employee vs. Contractor Planner
    Isn’t it just a matter of W-2 or 1099? No. A guide to help you minimize risk by doing the right thing.

 

Business Planning

For borrowers seeking to test a new business idea:

 

  • Business Plan Template
    Is your new business idea worth the risk and investment?
  • Cash Projection 12 Month
    Can you translate your great business idea into a dollar projection?

 

For borrowers seeking a change:

 

  • Business Valuation Brief
    Do you have resources for estimating the value of your current business?
  • Business Entity Planner
    S-Corp? C-Corp? LLC? Do you know the tax and legal ramifications of changing business entity?

 

Cash Management

For all borrowers:

 

  • Cash Projection 12-Week
    Are you suffering from cash emergencies? Tool and best practice to predict ending weekly cash.

 

For borrowers with long sales cycles:

 

  • Cash Projection 12-Month
    Are you suffering from cash emergencies? Tool and best practice to predict ending monthly cash.

 

For all borrowers who extend terms:

 

  • Training Customers to be Good Payers
    Are average days to collect greater than terms you state customers? Best practice to communicate expectations and get results.

 

Pricing Strategy

For borrowers with products or project-based services:

 

  • Pricing Tool with Breakeven Planner
    Do you know the bottom-line profit built in to each product or project price you set? Best practice and Excel tool, to help you know.

 

For Borrowers with service-based businesses:

 

  • SVC Pricing for Profit Tool with Breakeven Planner
    Do you know the bottom-line profit built in to each service price you set? Best practice and Excel tool, to help you know.

 

Sales and Marketing

For all borrowers:

 

  • Social Media for Businesses

    Traditional media do not very often work anymore for small businesses. Use this starter kit to begin your low cost online strategy.

  • Unique Selling Proposition Planner
    Can you clearly state what sets your business apart from the crowd? Interactive guide to develop key marketing phrases.
  • Designing Effective Sales Promotions
    Do you know how to motivate buy decisions NOW? Interactive guide to design effective

 

Strategic Accounting

For all borrowers:

 

  • Management Dashboard
    Out of the hundreds of ratios to chart business success, do you know the handful best suited to your small business?

 

For Borrowers with service-based businesses:

 

  • SVC Pricing for Profit Tool with Breakeven Planner
    Do you know the bottom-line profit built in to each service price you set? Best practice and Excel tool, to help you know.

 

Template for Restaurant & Bar Owners

Profit and Loss Statement
 

Do you know the critical ratios required for success in any restaurant or bar?