New York Small Business Startup Forms Package

NEW YORK SMALL BUSINESS STARTUP FORMS PACKAGE

Control Number: NY-P109-PKG

© 2016 - U.S. Legal Forms, Inc.

U.S. Legal Forms™ thanks you for your purchase of a Specialty Forms Package. This package is an important tool to help you with starting up a small business, including business planning and personnel hiring forms. These forms may be adapted to suit your particular business or situation.

TABLE OF CONTENTS

I. Form List with descriptions

II. Descriptions of Forms

III. Tips on Completing the Forms

IV. Disclaimer

I. FORM LIST

With your Small Business Startup Package, you will find many of the essential legal forms that are helpful in starting your small business.

Included in your package are the following forms:

1. Sample Business Plan Template

2. Checklist for Starting Up a New Business

3. Projected Cash Flow Statement for Small Business Startup

4. Business Plan Slide Presentation

5. Business Startup Costs Spreadsheet

6. Customer Invoice Template

7. Employment Application

8. Stand Alone Confidentiality and Noncompetition Agreement with Employee

9. Application for Name Reservation

II. DESCRIPTIONS OF FORMS

Sample Business Plan Template - This form provides a guideline for you to fill in with the details of your particular business so that it can be used to seek funding and other participation. Sections are included for an executive summary, company description, market analysis, organization and management, service or product line, marketing and sales, funding proposal, financial projections, and more.

Checklist for Starting Up a New Business - This form is a handy checklist for the owner of a new business to use as a helpful tool in forming a new business. The form covers the stages of background planning, initial business transactions, and initial tasks that need to be accomplished to get the business up and running smoothly.

Projected Cash Flow Statement for Small Business Startup - This is a spreadsheet in Excel format that can be used in planning to start a new small business. It is an important tool that can be used to gain advantages with the management who controls the expenses, potential sources of borrowed money, potential equity investors, and the current shareholders.

Business Plan Slide Presentation - This is a Powerpoint slide presentation that outlines a business plan, with guidelines for adding your company's information to the slides. Topics covered include mission statement, management, business concept, competition, market strategy, financial plan, goals and objectives, and more. There are 13 slides included, which can be customized to fit your needs, and new slides can be added as needed.

Business Startup Costs Spreadsheet - This form is an Excel spreadsheet that can be used to calculate startup costs for a new business. It includes itemized categories for funding and costs, and is a valuable tool to help plan the financial aspects of your new business.

Customer Invoice Template - This is an invoice in Word format that allows you to itemize the product or service by quantity, description, and price. It includes shipping information and costs, taxes, as well as sections for notes and additional information. The top portion can be customized with your company logo and address, and contains a customer number, date, invoice number, and billing and shipping addresses.

Employment Application - This form is an employment application. Education, work history, criminal record, military service, and more are covered. The form provides that applications are considered without regard to race, color, religion, or veteran status.

Stand Alone Confidentiality and Noncompetition Agreement with Employee – A confidentiality agreement and covenant not to compete are important tools to protect your business interests. This form can prevent loss of customers and profits by protecting your production formulas, processes, and methods, business and marketing plans, pricing strategies, salary structure, customer lists, contracts, intellectual property, and computer systems.

Application for Name Reservation – File this name reservation form to reserve a unique business name for your corporation and prevent trade name infringement.

III. TIPS ON COMPLETING THE FORMS

The form(s) in this packet may contain “form fields” created using Microsoft Word or Adobe Acrobat (“.pdf” format). “Form fields” facilitate completion of the forms using your computer.

They do not limit your ability to print the form “in blank” and complete with a typewriter or by hand.

It is also helpful to be able to see the location of the form fields. Go to the View menu, click on Toolbars, and then select Forms. This will open the Forms toolbar. Look for the button on the Forms toolbar that resembles a shaded letter “a”. Click this button and the form fields will be visible.

By clicking on the appropriate form field, you will be able to enter the needed information. In some instances, the form field and the line will disappear after information is entered. In other cases, it will not. The form was created to function in this manner.

IV. DISCLAIMER

These materials were developed by U.S. Legal Forms, Inc. based upon statutes and forms for the subject state. All information and Forms are subject to this Disclaimer:

All forms in this package are provided without any warranty, express or implied, as to their legal effect and completeness. Please use at your own risk. If you have a serious legal problem, we suggest that you consult an attorney in your state. U.S. Legal Forms, Inc. does not provide legal advice. The products offered by U.S. Legal Forms (USLF) are not a substitute for the advice of an attorney.

THESE MATERIALS ARE PROVIDED “AS IS” WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL U.S. LEGAL FORMS, INC. OR ITS AGENTS OR OFFICERS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION) ARISING OUT OF THE USE OF OR INABILITY TO USE THE MATERIALS, EVEN IF U.S. LEGAL FORMS, INC. HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

If you need additional information, please visit www.uslegalforms.com and look up forms by subject matter. You may also wish to visit our legal definitions page at http://definitions.uslegal.com/