Tool for preparing a business and depreciation plan

Prepare a high-quality business plan using our templates and guidelines – simple, transparent, and compliant with SEF tender requirements.

SEF tool for quick and efficient business plan preparation

The business plan preparation tool is designed to make it easier for entrepreneurs to prepare high-quality business plans — especially for smaller investments and projects with less complex content.

Enables systematic preparation of documentation that is aligned with the requirements of the Slovenian Entrepreneurship Fund (SEF) and also suitable for applications for bank loans.

The tool is divided into two interconnected parts, which together form a comprehensive business plan:

  • Textual part (Word) – intended for presenting the company, business idea, market, competition, and plans. In it, the entrepreneur presents past operations and development goals for the future in words and pictures.
  • Financial part (Excel) – enables the concretization of plans from the textual part with the help of financial indicators and calculations. The program allows the user to evaluate their business ideas, check the required amount of investment, and estimate the company’s cash flow.

A business plan prepared in this way meets the criteria of banks that cooperate with the Slovenian Entrepreneurship Fund, so you can also use it for independent applications for financing.

Recommendation for users

At the Fund, we have prepared two programs that enable entrepreneurs to systematically prepare a business plan — from the text part to financial projections. Each program contains all the necessary templates, instructions, and links for downloading files.

Business plan for sole proprietors (s.p.)

This version of the tool is intended for individuals and micro-entrepreneurs who want to prepare a simple but comprehensive business plan.

Procedure for preparing the financial annex

  1. Read the instructions
    General instructions for downloading and using the tool
  2. Prepare the textual part
    Tool – Business plan (textual part)
    (Instructions are already included in the comments of the document.)
  3. Prepare the financial part
    Instructions for preparing the financial part
    Financial annex with the starting point in 2024

Business plan for companies

The program is intended for micro, small and medium-sized enterprises (SMEs) that want to prepare a more advanced business plan with more financial indicators and in-depth analyses.

Procedure for preparing the financial annex

  1. Read the instructions
    General instructions for downloading and using the tool
  2. Prepare the textual part
    Tool – Business plan (textual part)
    (Instructions are already included in the comments of the document.)
  3. Prepare the financial part
    Instructions for preparing the financial part
    Financial annex with the starting point in 2024

Important warnings and recommendations

For the tool to function correctly, follow these instructions:

  • The tool works exclusively in the Microsoft Office environment (Word and Excel).
  • When starting the financial part for the first time, enable the operation of macros.
  • Enter amounts in Excel only in blue cells – other cells are programmatically locked.
  • White and yellow cells are not intended for manual entry, as they contain formulas.
  • Before use, carefully read the instructions for downloading and use – most problems are the result of not following these steps.

For additional information, please contact the SEF team: (02) 234 12 59

The use of the tool is optional and free of charge, so the Fund does not assume responsibility for any technical problems during use.

Tool for preparing a depreciation plan

To facilitate the calculation of the credit annuity, we have prepared a depreciation plan tool for calculating the credit with a maturity of 3 to 10 years for applicants to the Fund’s public tenders. In the informative calculation, the interest rate is charged using the linear method, where the defined number of days in the year is 360 and the length of the month is 30 days.

The use of the submitted depreciation plan tool is desirable when submitting applications to the public tenders of the Slovenian Entrepreneurship Fund.

Download the tool – Amortization Schedule (Excel)