Financial Plan For Business Plan Sample – In this article, we’ve collected expert-tested financial templates for your business plan, all free to download in Excel, Google Sheets, and PDF formats.
Included on this page, you’ll find useful financial statement templates, including income statement templates, cash flow statement templates, and balance sheet templates. Also, we cover the important aspects of the financial part of the business plan.
Financial Plan For Business Plan Sample
Download and edit these financial plan templates to include in your business plan. Use historical data and future projections to create an overview of your organization’s financial health to support your business strategy and obtain funding from stakeholders.
Excel Template Business Plan Financials
Use this financial planning template to organize and prepare the financial part of your business plan. This customizable template includes space to provide a financial summary, any key assumptions, key financial ratios and divisions, break-even analysis, and pro forma financial statements to share important financial information. and potential investors.
This financial planning template comes as a set of pro forma templates designed to help you get started. The template includes a 12-month profit and loss statement, balance sheet, and cash flow statement to detail the current and projected financial position of your business.
, these income statement templates will empower you to make important business decisions by providing information about your company, as well as showing estimated profits related to business activities. The numbers prepared on your income statement directly affect cash flow and budget estimates.
Use this pro forma budget template to find income and expenses over a three-year period. Pro forma income statements take historical data or market analysis to calculate target prices, sales price, profit and more.
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Small businesses can use this simple profit and loss statement template to project income and expenses for a period of time. Enter the expected income, cost of goods sold, and business expenses, and the built-in system will automatically calculate the total income.
Use this income statement template to calculate and evaluate the profits and losses generated by your business over a three-year period. This template provides a place to enter the income and expenses associated with running your business and allows you to track performance over time.
For more resources, including how to use profit and loss statements, visit “Download Free Profit and Loss Templates.”
Use this free cash flow template to show how well your company is managing cash in and cash out. Use the cash flow statement to analyze your company’s liquidity and ability to grow and sustain itself over the long term.
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Use this basic cash flow template to compare your business’s cash flow over different time periods. Enter the balance, and provide details on cash receipts, payments, cost of goods sold and expenses. Once you enter those values, a built-in formula will calculate the total interest payments, adjusted amount, and remaining balance for the month ending.
Use this cash flow forecast template, also called a pro forma cash flow template, to track and compare expected and actual cash flow results each month and year. Enter cash manually at the beginning of each month, then add cash receipts (from customers, deliveries, and other activities). Finally, add cash flow (prices, salary expenses and other cash flows). Once you enter those values, the built-in formula will calculate your monthly balance.
Use this cash flow statement template to analyze how much your company has compared to its expenses and liabilities. This template station has tabs for creating a monthly cash flow statement, an annual cash flow statement, and a three-year cash flow statement to assess cash flow for t operations, investments and financial processes of your business.
For more information on managing your cash flow, including how to create a cash flow forecast, visit “Free Cash Flow Statement Templates.
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Use these free balance sheet templates to communicate your business’s financial position over time to potential investors and stakeholders.
Small businesses can use this pro forma balance sheet template to calculate project accounts for assets, liabilities, and equity for a given period. Established businesses can use this template (and its built-in formulas) to calculate key financial components, including working capital.
Use this balance sheet template to assess your company’s financial health monthly, quarterly and annually. You can use this template to present your financial situation at a set time in the future. Once you’ve completed the balance sheet, you can compare and analyze your assets, liabilities and equity quarter-over-quarter or year-over-year.
Use this balance sheet template to compare your company’s short-term and long-term assets, liabilities and equity from year to year. This template also provides standard financial ratio calculations with built-in formulas, so you can use them to evaluate annual accounts.
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Sales forecasts are a key part of a business plan, and should support other aspects of your plan, including your market analysis, product development and marketing plan. Use these sales forecast templates to estimate future sales and make sure the numbers match the sales numbers on your income statement.
Use this forecast template for a specific product sales project. Gather historical data and industry sales to generate monthly and annual estimates of the number of units sold and cost per unit. Then, the predefined formula will calculate the percentage automatically. You will also find information on which months provide the highest percentage of sales and changes in percentage of sales from month to month.
Use this sales forecast template to project future business sales for multiple products or services during the year. Enter the estimated monthly cost and the built-in formula will calculate the annual total. There is also a place to record and track sales annually, so you can track sales trends.
Use this sales forecast template to estimate monthly and annual sales for multiple products over a three-year period. Enter monthly units sold, unit price, and unit costs. Once you enter those values, built-in formulas will automatically calculate revenue, margin per unit, and gross profit. The template also provides bar charts and line graphs to show sales and gross profit per year.
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Time analysis will help you determine when a business, product or service will be profitable. This analysis uses math to determine how many sales of services or units you need to cover costs and make a profit.
Use this break-even analysis template to calculate the number of sales needed to be profitable. Enter the selling price of the product at the top of the template and add the fixed and variable costs. Once you enter those values, a built-in formula will calculate the total variable costs, contribution margin, and unit and sales prices.
These business budget templates will help you evaluate the costs (eg, fixed and variable) and expenses (eg, one-time and recurring) associated with starting and running a business. Having a comprehensive budget allows you to make smart strategic decisions and should be aligned with the cost figures listed in your income statement.
Use this startup budget template to track estimated and actual costs and expenses for different areas of the business, including administration, marketing, personnel, and other office expenses. There is also a place to provide funding from investors, banks and other sources to get a comprehensive view of the resources you need to start and run your business.
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This business budget template is ideal for small businesses that want to report estimated income and expenses on a monthly and annual basis. This customizable template comes with tabs to list income, expenses, and cash flow records to track cash transactions and balances.
Established organizations will appreciate this business budget template, which has a separate tab to review estimated business expenses, actual business expenses, variances and expense analysis. Once you enter the estimated and actual costs, the built-in formulas will automatically calculate the cost variances and populate the included visual chart.
For more resources to plan and track your business expenses and expenses, visit “Free Business Budget Charts for Any Company.”
In this section, you will find some financial templates that you may want to include as part of your master business plan.
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This simple start-up capital requirements template is useful for startups and small businesses that need capital to get the business off the ground. The numbers presented in this template should be aligned with your budget, and detail the allocation of income for the various start-up costs.
Use this workforce planning template to map out the current and future workforce needed to keep the business up and running – and running. This information is in the personnel section of the business plan and details the job title, salary amount, and work hours for each position. This template calculates the monthly and annual costs associated with each segment using built-in formulas. Additionally, you can add an organization chart to provide an overview of the company’s structure.
Whether your organization is a startup, small business or enterprise, financial planning
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