The financial information section of your business plan is like the skeleton upon which all of the other parts hang. It will act as your progress report and benchmark for success. There are several worksheets included in this section that can be downloaded and printed off, or enter the lists into a spreadsheet for first-time and on-going planning.

Each link below takes you to a new webpage and a link to download the PDF file version of each financial planning tool.

Enter the Financial Planning Tools Section HERE!

There are three essential steps in creating your basic financial plan:

• Start-Up Expenses Worksheet
• Cash Flow Statement
• Income Statement

If you are creating a business plan for an ongoing business, include financial statements from previous years:

• Balance Sheet
• Income Statement
• Aged List of Payables
• Aged List of Receivables
• Summary of Inventory / Capital Equipment or Assets Value

Other tools that are useful for different types of businesses are:

• Advertising/Marketing Worksheet
• Break-even Analysis