Business OS

Financing

1,060 templates

Profit Sharing Agreement

This Profit Sharing Agreement outlines the terms and conditions under which profits generated by a business or project will be distributed among participating parties. It is used to formalize profit-sharing arrangements, ensuring clarity and fairness.

profit sharingagreementfinance
2w ago

How To Get More Customers

This document outlines strategies and practical steps for Small to Medium-sized Enterprises (SMEs) in Africa to attract and retain more customers, focusing on actionable marketing and sales techniques. It is to be used as a guide by business owners and marketing teams.

customer acquisitionmarketing strategySME growth
2w ago

How to Develop a Marketing Campaign

This template guides Southern African SMEs through the process of developing a comprehensive marketing campaign, from defining objectives to measuring results. It is ideal for structuring marketing efforts for new product launches, brand awareness initiatives, or sales promotions.

marketing campaignmarketing strategySME marketing
2w ago

Implementing A Marketing System

This template outlines the steps and considerations for implementing a new marketing system within an organization. It is suitable for businesses looking to formalize and improve their marketing processes and tools.

marketing systemimplementation planmarketing strategy
2w ago

Worksheet_Franchise Comparison

This worksheet helps prospective franchisees compare different franchise opportunities systematically. It is designed to facilitate a thorough evaluation of various aspects before making an investment decision.

franchisecomparisonworksheet
2w ago

Commitment Letter

This Commitment Letter template is used by a financial institution or investor to formally commit to providing financing to an SME, outlining the terms and conditions of the funding. It is used after initial discussions but before the final legal agreements are drafted.

financingcommitment letterfunding
2w ago

How To Increase Online Traffic

This document outlines strategies and practical steps for Small to Medium Enterprises (SMEs) to increase their online traffic, attract more customers, and boost their digital presence. It is suitable for businesses seeking to enhance their online marketing efforts.

online trafficdigital marketingSME marketing
2w ago

Declaration of Trust

This Declaration of Trust template is used to formally record the beneficial ownership of assets held by a trustee on behalf of a beneficiary. It is suitable for use when legal title to property is separated from its equitable ownership within a Southern African business context.

Declaration of TrustTrust DeedBeneficial Ownership
2w ago

How To Create A Business Budget For Your Business

This template outlines the essential steps and considerations for creating a comprehensive business budget. It helps businesses plan their financial activities, track performance, and make informed decisions about resource allocation.

business budgetfinancial planningbudgeting
2w ago

Request Increase of Credit Limit

This template is used by businesses to formally request an increase in their credit limit from a financial institution or supplier. It is suitable for SMEs in Southern Africa looking to expand their purchasing power or improve cash flow.

credit limitfinancingcredit request
2w ago

Request Deferral of Interest Payment

This template is used by a business to formally request a deferral of interest payments on an existing loan or credit facility. It is suitable for situations where a business is experiencing temporary financial difficulties and requires a short-term reprieve from interest obligations.

financeloancredit
2w ago

Worksheet_Start-Up Costs

This template assists new businesses in calculating their initial start-up costs. It helps entrepreneurs comprehensively list and estimate expenses required before launching operations, ensuring adequate financial planning.

start-up costsfinancingbusiness planning
2w ago

Advisory Board Agreement

This Advisory Board Agreement template is used to formalize the terms and conditions between a company and an individual serving on its advisory board. It outlines the advisor's roles, responsibilities, compensation, and the duration of their service.

advisory boardagreementstartup
2w ago

How To Use Social Media To Grow Your Business

This document outlines a strategic approach for small and medium-sized enterprises (SMEs) to effectively leverage social media platforms for business growth. It provides actionable steps and considerations for developing and implementing a successful social media strategy.

social media strategydigital marketingbusiness growth
2w ago

Board Resolution Acknowledging Ownership of and Merger with Company

This template provides a formal board resolution for a company to acknowledge its ownership of another entity and approve the merger of that entity into the company. It is used when a subsidiary or acquired company is being absorbed into the parent company.

Board ResolutionMergerAcquisition
1d ago

Notice of Meeting of Shareholders_Special

This template is a formal notice to shareholders informing them of a Special Meeting. It is used when important decisions outside of the Annual General Meeting need to be made, such as significant corporate changes, mergers, or amendments to the company’s constitution.

shareholdersspecial meetingnotice
2w ago

Board Resolution Approving Budget

This template provides a formal record of a board of directors meeting where the annual budget is approved. It is crucial for financial governance and compliance.

board resolutionbudget approvalcorporate governance
2w ago

Confirmation of By-Law of Amalgamation

This document serves as a formal confirmation of the by-laws adopted by an amalgamated entity. It is used post-merger to officially record the new governing rules.

amalgamationmergerby-laws
2w ago

Business Idea Validation_startup Blueprints_chapter 2 Worksheet

This worksheet guides startups through validating a business idea by systematically testing assumptions and gathering market feedback. Use it to refine your concept before significant investment.

business ideavalidationstartup
2w ago

Shareholders Resolution Ratyfing Prior Acts of Officers

This template is a formal resolution passed by shareholders to officially approve and validate actions taken by company officers prior to the resolution date. It is used to ratify decisions or transactions that may have been made outside of standard procedures or without explicit prior shareholder approval, ensuring legal and corporate governance compliance.

Shareholders ResolutionRatificationCorporate Governance
2w ago

Incentive Agreement

This Incentive Agreement outlines the terms and conditions under which an individual or entity will receive incentives for achieving specific performance targets. It is suitable for motivating sales teams, project teams, or business partners.

incentive agreementperformance bonuscommission agreement
2w ago

Exclusive Sollicitation Sales Commission Agreement

This agreement outlines the terms and conditions for an exclusive sales commission arrangement between a company and a sales representative. It is used when engaging an independent sales agent to exclusively solicit sales on behalf of the company within a defined territory or for specific products/services.

sales commissionexclusive agreementagent contract
2w ago

Second Request for Renewal of Service Agreement

This template is a formal second request to renew an existing service agreement, typically sent after an initial, unanswered renewal notice. It outlines the urgency and importance of renewing the agreement to avoid service interruption.

service agreementrenewalcontract
2w ago

Change Order

This Change Order template is used to formally document and approve changes to an existing contract or project scope. It is essential for maintaining clear communication and avoiding disputes in business agreements, particularly in construction, service delivery, or supply contracts.

change ordercontract amendmentproject management
2w ago

Charge Account Limit Raise Notice

This template is used to formally notify a customer or client that their charge account limit has been increased. It outlines the new limit and effective date, and any associated terms.

charge accountcredit limitfinancing
2w ago

Sale on Approval Acknowledgment

This Sale on Approval Acknowledgment confirms receipt of goods by a prospective buyer for evaluation, outlining terms, inspection period, and return procedures. It is used when goods are provided to a customer with the understanding that the sale is not final until the customer explicitly accepts the goods.

sale on approvalacknowledgmentconsignment
2w ago

Steps To Mastering Financial Organization

This financial organization guide provides actionable steps for small and medium-sized enterprises (SMEs) in Southern Africa to establish and maintain robust financial practices, ensuring stability and growth. It is ideal for businesses looking to improve their financial management.

financial organizationSME financebusiness guide
2w ago

Transisioning From Full Time Employment To Entrepreneurship

This document outlines a plan for individuals transitioning from full-time employment to entrepreneurship, focusing on financial, legal, and operational considerations. It helps to structure the process and ensure a smooth shift.

entrepreneurshiptransitionbusiness plan
2w ago

Notice of Public Sale of Collateral

This template is a formal notice to inform debtors and interested parties about the public sale of collateralIZED assets following a default on a loan agreement. It is used when a creditor intends to recover outstanding debts through the sale of pledged collateral.

NoticePublic SaleCollateral
2w ago

Cloud Service Agreement

This Cloud Service Agreement (CSA) outlines the terms and conditions under which cloud services are provided by the Service Provider to the Client. It is used to establish a legally binding agreement for the provision and use of cloud-based services.

Cloud Service AgreementCSACloud Computing
2w ago
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