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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There is also a free version called
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It is a useful tool in its own right as well as a great introduction
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If using Exl-Plan to make projections, you can paste key summary
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business plan. For more information, see
Free-Plan, a comprehensive 150-page Business Plan Guide and Template based on this business plan guide.
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