NBA First Step Review is a screening tool to help smaller businesses determine the likelihood of success in gaining an SBA guaranteed loan. If you gain a score of 70 or more on First Step, then the next step would be to find a lender who is SBA certified for loans.

Downloadable/Internet/Printable

Enter First Step Review

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NBA Operating Plan Forecast (OPF) or Projected Profit & Loss Statement, is an excellent tool for the small business owner. The forecast plan will not only show you what to expect in profits, it will also forewarn you of impending problems. This program will allow you to complete " What If" types of analyses. It was designed so that you can customize the forecast plan for your own business which will better prepare you when requesting funding from a financial or government institution.

Operating Plan ForecastDownloadable/Printable
Download/Print (Adobe PDF Format)

If you wish to receive the the Operating Plan Forecast in Microsoft Excel format, please email us your request and we will send you a copy. Please be aware that you need to have a working copy of Microsoft Excel Software - Click here to learn more or purchase a copy from Microsoft Corporation.