Sample Of Financial Plan – In this article, we’ve put together expert-tested financial templates for your business plan that you can download for free in Excel, Google Sheets, and PDF formats.
This page provides basic financial statement templates including income statement template, cash flow statement template and balance sheet template. We also discuss the main elements of the financial part of a business plan.
Sample Of Financial Plan
Download and prepare financial planning templates to include in your business plan. Use historical data and future forecasts to create an overview of your organization’s financial health to support your business plan and ensure stakeholder engagement.
Pizza Restaurant Business Plan Financial Models
Organize and prepare the financial part of your business plan with this financial planning template. This customizable template can include a financial overview, all relevant assumptions, key financial ratios and ratios, break-even analysis and preliminary financial statements for sharing key financial data with potential investors.
This financial planning projection template comes as a set of pre-made templates to help startups. The template set includes a 12-month income statement, balance sheet, and cash flow statement to detail the current and projected financial health of your business.
, these income statement templates help you make important business decisions by giving you insight into your company and showing projected profitability related to your business operations. The figures shown on the income statement have a direct impact on cash flow and balance sheet projections.
Calculate your income and expenses for three years with this preliminary income statement template. A pro forma income statement takes into account historical or market analysis data to calculate projected sales, cost of sales, and profit.
Business Plan Template For Startups And Small Businesses 
Small businesses can use this simple income statement template to plan their income and expenses for a given period. Enter your projected revenue, cost of goods sold, and business expenses, and built-in formulas automatically calculate net profit.
Calculate and evaluate the profit and loss of your business over three years with this income statement template. This template allows you to enter income and expenses related to your business operations and track performance over time.
For additional resources, including how to use a profit and loss statement, visit Free Profit and Loss Template Downloads.
Showcase how effectively your company is managing its cash inflows and resources with this free cash flow statement template. Use the cash flow statement to analyze the availability of liquid assets and the company’s ability to grow and sustain itself over the long term.
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Compare the cash flow of your business over different time periods with this basic cash flow template. Enter opening cash balances into the cash register, then itemize cash receipts, payments, cost of goods sold, and expenses. As you enter these values, built-in formulas calculate your total cash expenditure, net change in cash, and cash position at the end of the month.
Track and compare forecast and actual cash flow results on a monthly and annual basis with this cash flow forecasting template, also known as a forward cash flow template. At the beginning of each month, you enter cash into the cash register, then add cash receipts (customers, stock issues, and other transactions). Finally, we add cash expenditures (purchase, labor, and other cash flows). Enter this value and the built-in formula will calculate your cash position each month.
Analyze your company’s cash holdings and expenses and liabilities with this set of cash flow statement templates. This set of templates includes tabs to create monthly cash flow statements, annual cash flow statements, and three-year cash flow statements for tracking cash flow from business operations, investing, and financing activities.
For additional information on cash flow management, including generating cash flow forecasts, see: “Free Cash Flow Statement Templates”.
What Is Financial Planning? A Guide
Communicate the financial condition of your business over a period of time to potential investors and stakeholders with this free balance sheet template.
Small businesses can use this pro forma balance sheet template to determine their asset, liability and equity account balances over a period of time. Established companies can use this template (and its built-in formulas) to calculate key financial ratios including working capital.
Assess your company’s financial health monthly, quarterly, or yearly with this balance sheet template. You can also use this template to predict your future financial situation. A balance sheet allows you to compare and analyze your assets, liabilities and equity on a quarterly or annual basis.
Use this balance sheet template to compare your company’s current and illiquid assets, liabilities and equity for the year. The template also provides common financial ratio calculations using built-in formulas, which can be used to evaluate account balances on an annual basis.
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Sales forecasting is a key part of your business plan and should support all other components of your plan, including market analysis, product offerings, and marketing plans. Use this sales forecasting template to estimate future sales and ensure that those numbers match the sales numbers on your income statement.
Use this basic forecasting template to forecast sales for a specific product. It collects historical and industry sales data to provide estimates of monthly and annual units sold and cost per unit. A pre-built formula will then automatically calculate the percentage for you. You’ll also find the month with the highest sales percentage and detailed information about the change in sales percentage from month to month.
Use this sales forecasting template to forecast your business’s future sales for multiple products or services over the course of a year. Just enter your projected monthly sales and a built-in formula will calculate the yearly total. There’s also space to log and track your annual sales so you can pinpoint sales trends.
Use this sales forecasting template to estimate monthly and annual sales of multiple products over a three-year period. Enter Monthly Sales Quantity, Unit Price, and Unit Price. As you enter these values, built-in formulas automatically calculate revenue, margin per unit, and gross profit. The template also includes bar and line charts that visually display sales and gross profit for the year.
Monthly Budget Template
A break-even point analysis helps you figure out when your business, product, or service can become profitable. This analysis uses calculations to determine the exact number of service or unit sales required to cover costs and turn a profit.
Calculate the number of sales required to break even with this break-even analysis template. At the top of the template, enter your product’s selling price, then add your fixed and variable costs. As you enter these values, built-in formulas calculate Total Variable Cost, Contribution Margin, Breakeven Units, and Sales Value.
These business budget templates help you track costs (such as fixed and variable) and costs (such as one-time and recurring) associated with starting and operating your business. A detailed budget allows you to make sound strategic decisions and should match the cost values shown on your income statement.
Use this starter budget template to track projected and actual costs and expenses for different categories of your business, including administrative, marketing, labor, and other clerical expenses. You can also submit funding estimates from investors, banks and other sources to get a complete picture of the resources you will need to start and run your business.
Bed And Breakfast Financial Plan Template [2023 Guide]
This business budget template is perfect for small businesses that want to record projected income and expenses on a monthly and annual basis. This customizable template includes tabs with cash flow records to track income, expenses, cash transactions, and balances.
Existing organizations will appreciate this customizable business budget template with separate tabs for tracking estimated business costs, actual business costs, variances, and cost analysis. Enter your estimated and actual costs, and a built-in formula automatically calculates the cost difference and populates the included visual chart.
Visit our free business budget templates for all businesses for additional resources for planning and tracking your business costs and expenses.
This section provides additional financial templates that can be incorporated into larger business plans.
Easy To Use Startup Budget Template For 2023
This simple Startup Funding Requirements template is useful for startups and small businesses that need funding to start their business. The numbers generated by this template should match the numbers in the financial projections and detail the capital allocation for the various start-up costs.
Use this customizable staffing plan template to identify the current and future staff you need to start and sustain your business. This information falls under the HR section of the business plan and includes titles, salary ranges, and hiring schedules for each position. This template uses built-in formulas to calculate the monthly and annual costs associated with each role. You can also add an organization chart to give you a visual overview of your company structure.
Whether your organization is a start-up, small business or large enterprise, financial planning
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