This is arguably the most important part of the business plan. Financial Plan Examples: Let’s look at a financial plan example to help you visualize the process: Personal Financial Plan Example #1. Identify alternative courses of action 4. 8+ Work Financial Plan Templates – PDF, DOC. A financial plan, which includes detailed financial statements and projections, forms the core of your overall business plan. This is a complete finanical plan with 3 year financial projects (12 month cash flow included). The Creating a financial plan template is an important aspect of financial planning. Develop your financial goals 3. In the end, this value becomes the total budget for your project. Her current net worth is -$25,000 as a result of some major student loans. 4 | Business Planning and Financial Forecasting Elements of a Business Plan Purpose: The purpose of the executive summary is to get the readers attention by summarizing the key elements of the business plan. Main financial measures 2012 2013 2014 Cash 152,993 82,426 211,043 Sales revenue 1,550,000 4,000,000 5,500,000 For more information on preparing a business plan, refer to ED&T’s Starting a Small Business. C URRENT B UDGET IV. Create and implement your financial action plan 6. The following document is an example of a business plan. This is why you must learn how to create and use the template. The purpose of this financial plan is to obtain debt-based capital and to secure private equity funding. The Introduction must The plan is provided as a guide only. Financial Plan: Our concept is unique; however, we also need to convince lending institution that it can be successful and profitable. Determine your current financial situation 2. Financial planning should be completed at least … • You & your spouse are expecting a growth in salary at an average rate of 8% p.a. Financial Plan Template Business 33 - Personal Financial Management I. till your lifetime. Assumptions While creating your financial plan we have based our calculations on certain assumptions. Evaluate alternatives 5. The following financial plan example is for a fictitous carpet cleaning company called ABC Cleaners. Estimate your sales forecast and expenses by creating a financial plan. To run a project successfully financial plan play a pivotal role. • The average inflation rate assumed is 8% p.a. S HORT TERM b. I NTERMEDIATE TERM c. L ONG TERM III. A financial plan example also contains a summary of the total expenses you will incur across the entire project. When it comes to financial matters, planning can be of paramount importance. It must be short, to the point and very well written. Judy is a 34-year-old woman with 3 kids and a monthly net income of $5,500. The plan ... Financial Generico is seeking $2.5 million in first-round financing. target market, and the financial goals of the business. Summary a. B UDGET TO A CTUAL (FOR THE PRIOR MONTH) b. It provides a general overview of various aspects of your current personal financial position. If your plan is designed to help you get a bank loan, include the information about the amount, type and purpose of the funds your are seeking. Budgets a. I strongly suggest you study the numbers and apply them to your paritcular situation. Creating a personal financial plan has six basic steps: 1. • The financial plan & the various requirements are based on your present financial condition. 4. 2-3 PARAGRAPHS SUMMARIZING YOUR FINANCIAL PLAN II. Financial Plan Prepared For Steven and Carol A Sample July 15, 2013 Prepared by: Iam A. Taxpreparer CFS Tax Software Inc 1445 Los Angeles Ave Ste 214 Simi Valley, CA 93065 Tel: (800) 343-1157 This presentation is intended for planning purposes only. Business Financial Plan. This accessible template provides an example of a business financial plan spreadsheet for a new coffee shop, including sample costing data and formulas. term goal. 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