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.

First Step Review is free and downloadable to your computer, available through the Internet or can be printed to work on separately

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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.

Free Downloadable/Printable
NBA Operating Plan Forecast (OPF)
Adobe PDF (portable document format)

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