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Business Coach Series
Get Your Business in Shape
At BMO Bank of Montreal®, we're committed to helping Canadian businesses succeed. That's why we've created a Business Coach Series that provides information and knowledge that can help you optimize the value of your company's financial resources. The series contains booklets, which focus on essential areas of financial management enabling you to focus on operating your business more effectively.
In addition to the booklets, the Business Coach Series includes interactive worksheets to assist in the preparation of business plans and cash flow management. These worksheets are formatted in Microsoft®* Excel spreadsheet software and can be downloaded to your computer for future use.
To download a pdf copy of a brochure or worksheet click on one of the links below.
(To view these brochures you will require Acrobat®+Reader®+ software. Download the latest version.)
Managing your surplus cash-Savings & investments (PDF, 560K)
Using other people's help (PDF, 360K)
Marketing your business (PDF, 360K)
Creating a financial proposal (PDF, 309K)
Finding sources of capital (PDF, 365K)
Planning your cash flow (PDF, 248K)
 Cash Flow Worksheet (XLS, 29K)
Developing your business plan (PDF, 238K)
Business Planner Worksheet (XLS, 128K)
Working with your banker (PDF, 97K)
Managing your cash (PDF, 137K)
Measuring performance (PDF, 119K)
Making sense of financial Terms and Jargon (PDF, 110K)
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