Tools + Resources

Smart, user-friendly tools for entrepreneurs

Tools

Not sure where to start?

These worksheets and handouts are designed to help guide business owners through planning and execution. Utilize the tools on your own or sign up for our services to walk through them with an experienced advisor.

Beneficial Ownership Information

Beneficial Ownership Information Many companies are required to report information to FinCEN about the individuals who ultimately own or control them.  Use this tool to find out more.

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Cash Flow Worksheet

This worksheet is designed to help business owners break down monthly revenue and expenses to see how much debt expense they can afford each month.

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Business Plan Template

This business plan template is for business owners that have already written a plan, or need a more in-depth document to provide to lenders.

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Business Plan Worksheet

This tool is designed for the first-time entrepreneur. Use this easy-to-use form to get your thoughts down, to help form the basic structure of a sustainable, profitable venture.

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Resources

Looking for previously recorded specialized assistance?

Our resources are on-demand, recorded training segments designed for business development on a variety of topics.

How to Sell Your Business Part 2

Thinking of selling your business? It’s a big decision, but with the right knowledge and preparation, you can maximize your returns and ensure a smooth transition. Instructor Michael Balstad provides 

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How to Sell Your Business Part 1

Thinking of selling your business? It’s a big decision, but with the right knowledge and preparation, you can maximize your returns and ensure a smooth transition. Instructor Michael Balstad provides 

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How to Buy a Business

Dreaming of being your own boss? Ready to dive into the world of business ownership, but not sure where to start? Look no further! Instructor Michael Balstad provides this roadmap

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Organic SEO

Did you know that search engine optimization (SEO) drives 1,000%+ more traffic than organic social media? Find out how to optimize your website so your pages will rank higher in

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Borrowing for your Business

In this webinar, a panel of local lending experts discuss how business lending works, how to prepare before applying for funds, the nature of the current lending environment, and who

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HR Matters (Part Two)

“HR Matters” because managing your company’s Human Resources Matters. This is the second part of a three-part series following the life cycle of an employee. We start with planning a

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HR Matters (Part One)

“HR Matters” because managing your company’s Human Resources Matters. This is the first part of a three-part series following the life cycle of an employee. We start with planning a

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HR Matters (Part Three)

“HR Matters” because managing your company’s Human Resources Matters. This is the third part of a three-part series following the life cycle of an employee. We start with planning a

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Planning and Forecasting

Regardless of how you intend to create your business plan, having one — or at least a rough sketch — is an essential step toward successfully securing capital for your

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Business Structures

When you start a business, you have a lot of decisions to make — and among the most critical is what kind of business entity you should create. Should you

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Budgeting for Your Business

As we’ve all seen with the pandemic, we can’t always plan everything that happens to a business. However, creating a budget is an important way to make sure you don’t

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At Lake County EDC, we utilize local expertise to support economic opportunity and community vibrancy with resources and collaboration in Lake County, CA.