Guide Contents:
Introduction
Front of
Plan
Body of
Plan
Appendices
Introductory
Marketing
Operational
Finance 
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Appendices: Finance
Appendices dealing with finance could cover the following matters.
They are linked to sections 11. Financial
Projections and 12. Funding Requirements &
Proposals.
Assumptions for Financial Projections (20xx to
20xx)
The assumptions should be consistent with and derived from
forecasts and data presented in earlier sections/ appendices of the plan. Use
text bullets to highlight key assumptions and place the details in tables
within this appendix.
Financial Projections (20xx to 20xx)
Present
fully-integrated income statements (P&Ls), cash flow projections and
balance sheets by month for the first year or longer. Present less detailed
quarterly & annual projections for subsequent years. Note: The opening
balance sheet and first year's projections should coincide with the first year
covered by your plan.
Additional
Help
(If visiting the links below, use the
back button on your browser to return to this page)
To save time and gain instant access to expertise, consider using
Exl-Plan to generate your
financial projections. This financial planner runs with Excel 5, 7, 8, 95, 97,
2000 or XP with Windows 95/98/Me/NT/2000/XP. Sixteen variants are
available to cover different sizes of businesses and accounting formats. Prices
range from US$49 to US$289. Check the
benefits of using Exl-Plan
over building your own spreadsheet-based planner.
You can download
a trial version of Exl-Plan and look at its monthly assumption reports. Also,
review the contents and layouts of its monthly, quarterly and annual output
reports.
There is also a freeware version called
Exl-Plan Free which can be
used to produce fully-integrated, short-term, financial projections. It is a
useful tool in its own right as well as a great introduction to the more
powerful versions of Exl-Plan.
If using Exl-Plan to make projections, you can paste key summary
tables and charts from its Textual Summary Report directly into a Word-based
business plan. For more information, see
Free-Plan, a Word-based guide
and template.
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Projections |
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Exl-Plan - Comprehensive Financial
Projections |
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