Tools & Resources

Incorporate data and research into your business decisions.

As a client of CTSBDC, you have access to tools and resources that are typically cost prohibitive to small business owners. Working with your business advisor, you can access our resources at little or no cost to you. They can help you with:

  • Action and business planning
  • Business management
  • Market research
  • Financial projections
  • Financial benchmarking
  • Entrepreneurial style


The BOSI program assists business owners in understanding the link between their?entrepreneurial makeup?and how that influences how they run their business. By using the BOSI system, CTSBDC clients can uncover their entrepreneurial DNA – Builder, Opportunist, Specialist, Innovator (BOSI). Clients learn strategies on how to help optimize their DNA.


Bottomline is a straightforward?financial projections?model that incorporates assumptions about costs, revenues and financing expenses. Calculated reports help small business owners realize their ability to repay loans, prepare loan applications or to understand where their business stands financially. Used with IndustriusCFO, this powerful tool kit can help clients see where their estimate falls within the structure of their industry as a whole.


GrowthWheel? is a visual toolbox for?decision-making and action planning?for startup and growth companies. It helps entrepreneurs build their businesses through a simple action-oriented process that stays true to the way most entrepreneurs think and work. GrowthWheel? provides CTSBDC clients with a 360° perspective of their business.

IBIS World

IBISWorld is a specialized?market research?organization providing industry specific reports aimed at keeping the small business owner better informed in several areas such as market conditions and forecasts, supply chains or competitor activity. IBISWorld’s comprehensive reports will keep CTSBDC clients informed and provide them with tools to make better business decisions, faster.


IndustriusCFO is a business intelligence solution geared toward helping clients make better decisions based on the reliable?financial benchmarking?of 2500 industry groups covering 1 million privately held companies. Small business owners can compare their business against competition in the same industry and translate financial performance into strategic direction. IndustriusCFO can improve the financial performance of any company.


LivePlan walks users through the pitch, the plan and financial projections, and provides sample plans and “scoreboard” to?track progress. Clients pay for a discounted six-month subscription directly to LivePlan.

Profit Mastery

Profit Mastery provides a practical understanding of and ability to use your financials to better?manage your business?and work more effectively with your lender and accounting professionals. This tool provides the differentiating point in the market that can catalyze your company’s success.

ESRI Business Analyst Online

So many businesses are driven by “where”. Where should I locate my new business, warehouse or office? Where is my competition? Where do my target customers live? Where should I offer premium vs. standard services? Business Analyst reports combine?demographic and business data, detailed maps and advanced spatial analytics with your own data to help you answer the “where” questions. At a low cost, CTSBDC can produce reports to help you make smarter decisions about your business, customers and marketplace.

Reach your business goals.

Professional business advisors are ready to help you investigate capital opportunities, prepare loan documents, export your products, determine growth strategies, complete market research, develop marketing plans, prepare for business disruption, and more.

Request Business Advising