4.2.4.  Finances

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The Guide > 4.  Present Status > 4.2.  Progress to Date > 4.2.4.  Finances

For an established business, present a high-level synopsis of historical financial performance covering income statements, balance sheets etc. Again, use very simple tables or charts and present details in appendices or accompanying audited accounts. Highlight and explain key events. Face up to any major upsets and discuss them in an honest but positive manner.

In the case of a start-up, present a synopsis of the business's latest (estimated) balance sheet and identify major ongoing expenditure items and amounts (i.e. the cash burn rate).

In all cases, give information about share holdings and any options outstanding – list shareholders, dividend policies etc. Use an appendix to cover the detail.

If relevant, review the budget and year-to-date performance for current year and summarize these in simple tables. Indicate the expected out-turn for the remainder of the current year and highlight key assumptions.

For latest information, see the Present Status section in the Business Plan Guide at http://www.planware.org/gpresent.htm


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