Step Three: Business Plan > Create Your Business Plan

The Financial Plan

There are several sections making up the Financial Plan. They are presented below. Click on each link to go to that part of the Financial Plan. When the page opens, follow the instructions at the top. You will have options to save, erase and display each section. Each section may be printed once it is displayed by choosing "File" and then "Print" from your browser's menu. The version on the right is for those who have access to Microsoft Excel and are familiar with using spreadsheets. The version on the left is for those who do not have access to Microsoft Excel and are not familiar with using spreadsheets. If you need help, click here.

Note : Some of the financial forms may need to be printed in landscape orientation on your computer print option menu.

Standard Version
(For those without Microsoft Excel)
Advanced Version
(For those with Microsoft Excel)
Each section must be printed separately. "Print Completed Business Plan Button" will not work with this section (Financial Plan).

I)     Projected Sales
       A) Projected Sales Help
       B) Projected Sales Form, Year 1
       C) Projected Sales Form, Year 2

II)    Projected Cost of Goods Sold
      (COGS)
       A) COGS Help
       B) COGS Worksheet
       C) Projected COGS Entry Form, Year 1
       D) Projected COGS Entry Form, Year 2

III)  Average Monthly Operating
       Expenses
       Monthly Operating Expenses Form

IV)  Start-up Expenses
       A) Start-up Expenses Help
       B) Start-up Expenses Form

V)   Income Projection (Monthly)  
      A) Income Projections Help    
      B) Income Projections Spreadsheet, Year 1
      C) Income Projections Form, Year 2

VI)  Income Statement (Annual)
      Income Statement Worksheet

VII) Cash Flow Projections
      A) Cash Flow Projections Help
      B) Cash Flow Projections, Year 1
      C) Cash Flow Projections, Year 2

VIII) Break-Even Analysis
       A) Break-Even Analysis Help
       B) Break-Even Analysis Form

IX)    Balance Sheet
        A) Balance Sheet Help
        B) Assets Worksheet
        C) Liabilities Worksheet
        D) Balance Sheet Form (Assets/Liabilities)

I)     Projected Sales
       A) Projected Sales Help
       B) Projected Sales Spreadsheet (Excel)

II)    Projected Cost of Goods Sold
       (COGS)
       A) COGS Help
       B) COGS Worksheet (Excel)
       C) Projected COGS Spreadsheet (Excel)

III)  Average Monthly Operating
       Expenses
       Monthly Operating Expenses Spreadsheet       (Excel)

IV)  Start-up Expenses
       Start-up Expenses Checklist       

V)   Income Projection (Monthly)
      A) Income Projection Help
      B) Income Projection Spreadsheet (Excel)

VI)  Income Statement (Annual)
      A) Income Statement (Annual) (Excel)

VII) Cash Flow Projections
      A) Cash Flow Projections Help
      B) Cash Flow Projections Spreadsheet           (Excel)

VIII) Break-Even Analysis
       A) Break-Even Analysis Help
       B) Break-Even Analysis Form (Excel)

IX)    Balance Sheet
        A) Balance Sheet Help
        B) Assets Worksheet (Excel)
        C) Liabilities Worksheet (Excel)
        D) Balance Sheet Spreadsheet (Excel)
       

 


Pages which need to be printed in landscape orientation should be printed individually.

Excel Pages Must be Printed Individually.

 


View a sample business plan (.PDF) .

Go to Next Section of Business Plan (Conclusion)

Return to Business Plan Table of Contents



For best printing results: From your browser, go to "File" then "Page Setup".
Set left and right margins to 0.25" and be sure portrait mode is selected.

© 2006 Center for Entrepreneurial Development, Community College Workforce Alliance and the County of Stafford, Virginia.  All rights reserved.  May not be reproduced by any third party.