Interactive Advisor
Find the Right Resources for Your Client's Business Stage
Navigate our curated collection of business resources tailored to your client's development phase. Select their business stage, choose a relevant topic, and access targeted materials to support their growth journey.
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Business Ideas Canvas External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Business Idea Sketch Summary Video
The Business Idea Sketch Summary Video offers a quick, engaging overview of how to turn a business concept into a clear, actionable plan. This video is a helpful tool for…
Business Idea Sketch Template
This Business Idea Sketch Template provides you with a practical tool for helping entrepreneurs troubleshoot their business ideas. This intuitive framework guides entrepreneurs through documenting their core value proposition, target…
Business Idea Sketch Training Deck
This training deck is designed to help small business service providers guide entrepreneurs through the process of creating and using a Business Ideas Sketch. It introduces a structured approach to…
Business Pitch External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Business Pitch Summary Video
The Business Pitch Summary Video breaks down the essentials of crafting a clear, compelling pitch that resonates with investors, partners, and customers. This video is a valuable training tool for…
Business Pitch Investor Question Bank & Sample Responses
The Business Pitch Investor Question Bank & Sample Responses sheet provides entrepreneurs with a practical tool to prepare for investor meetings and other capital conversations. From questions regarding team and…
Business Pitch Deck Writing & Design Guide
This Pitch Deck Writing & Design Guide helps entrepreneurs craft persuasive pitch decks that effectively communicate their business vision with clarity and impact. The guide features slide-by-slide writing prompts as…
Business Pitch Deck Completion Checklist
This comprehensive Pitch Deck Completion Checklist helps you to guide entrepreneurs through the creation of an effective Pitch Deck, from crafting a compelling problem statement to finalizing technical requirements. Each…
Business Pitch Deck Training Deck
This training deck equips small business service providers with the tools to help entrepreneurs craft and present an effective business pitch deck. It covers the essential elements of a compelling…
Business Plan External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Business Plan Summary Video
The Business Plan Summary Video walks entrepreneurs through the key components of a strong, effective business plan. This video helps you teach clients how to clearly define their vision, strategy…
Business Plan Template
This Business Plan Template helps entrepreneurs articulate their business opportunity, analyze their market, outline their execution strategy, and present their financials in a professional format that appeals to lenders and…
Business Plan Training Deck
This training deck is designed to help small business service providers guide entrepreneurs in developing and using a comprehensive business plan. It outlines key components such as market analysis, operational…
Business Certification Providers
A business certification helps small business owners gain credibility, making their companies more attractive to potential clients and partners. It can also provide access to exclusive contracting opportunities, funding, and…
Making it Official External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Making it Official Summary Video
The Making it Official summary video offers an overview of how to officially start a business in California. It covers the process of forming and registering a business, selecting the…
Business Start Up Checklist
The Business Start Up Checklist provides aspiring business owners with a list of the necessary steps they'll need to take in order to begin doing business in the state of…
Making it Official Training Deck
This presentation provides practical knowledge as to how to officially start a business – that is, form and register a business in California, understand what type of entity to choose…
Business Certification Providers
A business certification helps small business owners gain credibility, making their companies more attractive to potential clients and partners. It can also provide access to exclusive contracting opportunities, funding, and…
Pre-Audit Review Checklist
The Pre-Audit Review Checklist is a practical resource to help entrepreneurs prepare for financial audits with confidence and clarity. This tool supports you in training clients to organize key documents…
Balance Sheet Template
Our Balance Sheet Template is a practical tool designed to help small business service providers guide entrepreneurs in understanding their financial position. This easy-to-use template offers a clear snapshot of…
Income Statement Template
Our Income Statement Template is a user-friendly resource designed to help entrepreneurs track their business revenues, expenses, and profits over time. Perfect for workshops or client coaching, this tool simplifies…
Cash Flow Budget Template
Our Cash-Flow Budget Template helps entrepreneurs understand how money moves in and out of their business over a specific period. By organizing operating, investing, and financing activities, this tool highlights…
Financial Projections Template
The Financial Projections Template is a comprehensive tool designed to help entrepreneurs plan and visualize the financial future of their business. It includes key components such as a startup cost…
Financial Management and Financial Statements Training Deck
This presentation provides an introduction to financial statements and their role in financial projections and management. In addition, this presentation focuses on empowering entrepreneurs to prepare financial statements for potential…
Basics of Bookkeeping External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Bookkeeping Best Practices Checklist
The Bookkeeping Best Practices Checklist is a handy tool to help entrepreneurs stay organized and track routine bookkeeping tasks. This checklist identifies best practices and relevant tasks to be completed…
Basics of Bookkeeping Summary Video
The Basics of Bookkeeping Summary Video provides a simple, easy-to-follow introduction to core bookkeeping principles every entrepreneur should know. This video helps you introduce clients to the basics of bookkeeping…
Basics of Bookkeeping Training Deck
This training deck introduces the basics of bookkeeping and the digitization of accounting records. We focus on key types of records that should be maintained by businesses and introduce important…
Business Contracts External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Business Contracts Summary Video
The Contracts Summary Video offers a straightforward overview of key contract concepts every entrepreneur should understand. This video helps you introduce clients to the basics of creating, reviewing, and managing…
Business Contract Reference Sheet
The Business Contract Reference Guide is your quick-access tool for understanding key elements of common business agreements (e.g. contract type, purpose, est. legal cost). Whether drafting a new contract or…
Business Contracts Training Deck
This training deck helps small business service providers teach entrepreneurs the vital role contracts play in running a successful business. It covers the basics of contract structure, common types of…
Financial Management & Financial Statements Summary Video
The Financial Management & Financial Statements Summary Video offers a clear overview of how to effectively manage business finances and understand key financial reports. This video helps you guide entrepreneurs…
Financial Management and Financial Statements Training Deck
This presentation provides an introduction to financial statements and their role in financial projections and management. In addition, this presentation focuses on empowering entrepreneurs to prepare financial statements for potential…
ESOPs External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Employee Stock Ownership Plan Summary Video
The Employee Stock Ownership Plan (ESOP) Summary Video provides a clear and concise introduction to how ESOPs work and their potential benefits for business owners and employees. This video helps…
Employee Stocks Ownership Plans Training Deck
This presentation introduces entrepreneurs to a legal arrangement known as an employee stock ownership plan (ESOP). ESOPs are powerful tools to motivate employees and help transform a businesses into a more…
Introduction to Financing External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Introduction to Financing Summary Video
The Introduction to Financing Summary Video introduces the various ways a business can obtain the money (funds) to grow or meet key needs (known as financing); we introduce various types…
Introduction to Financing Training Deck
This presentation introduces the variety of ways in which a business can obtain the money (funds) to grow or meet key needs (known as financing); we introduce various types of…
Debt-based Financing External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Debt-based Financing Summary Video
The Debt-Based Financing Summary Video provides a straightforward introduction to borrowing money to fund business growth. This video helps you explain loan types, repayment terms, and what lenders look for.
Loan Readiness Checklist
The Loan Readiness Checklist is a straightforward tool to help entrepreneurs evaluate their preparedness for applying for business financing. This checklist supports you in guiding clients through the key financial…
Debt-based Financing Training Deck
This presentation introduces debt-based financing as an option for small businesses – including the opportunities for small businesses to receive low-, no-interest, or forgivable loans / grants. In addition, we…
Equity-based Investment External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Equity-based Investment Summary Video
The Equity-Based Investments Summary Video introduces entrepreneurs to the fundamentals of raising capital by offering ownership in their business. Created for small business service providers, this video helps you explain…
Equity Readiness Checklist
The Equity Readiness Checklist is a practical tool designed to help entrepreneurs assess their preparedness for seeking equity investment. This guide supports you in training entrepreneurs to identify gaps, strengthen…
Equity-based Investment Training Deck
This presentation introduces equity-based investment as an option for small businesses – including hybrid debt- and equity-based forms of financing. We focus on the potential advantages of equity-based financing but…