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Business Plan Guide:
Appendices - Finance

Previous

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.

 
 
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Additional Help

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, XP, 2003, 2007, 2010, 2013, 2016 running on Windows 95/98/Me/NT/2000/XP/Vista/Win7,8,10. Eighteen variants are available to cover different sizes of businesses and accounting formats. Prices range from US$29 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 free version called Exl-Plan Free which can be used to produce fully-integrated, high-level, 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 comprehensive 150-page Business Plan Guide and Template based on this business plan guide.


Get Help with Financial
Projections
financial projections Exl-Plan - Integrated Multi- Year Financial Planner
Requires: Excel 5, 7, 8, 95, 97, 2000, XP, 2003, 2007, 2010, 2013, 2016 with Windows 95/98/ Me/NT/ 2000/XP/Vista/Win7,8,10.
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  Financial  
 Projection 
  Software  
 Cashflow 
  Forecasting  
  Software  
  Business  
      Plan      
  Software  
  Marketing 
       Plan       
  Software  
  Strategic  
    Planning    
  Software  
  Business  
      Plan      
     Guide     
   Business   
   Planning   
   Freeware   
    Online     
  Planning   
      Tools      
   Business   
   Planning   
    Papers    
     Other     
     Items     
                     
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