Financial Plan Worksheet

for Your State

This kit provides the tools and guidelines to develop a Financial Plan for your company. For use in all states.

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File types included

  • Microsoft Word
  • Adobe PDF
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  • Rich Text Format

Compatible with

  • Windows
  • Mac OS X
  • Linux

For Immediate Download

$19.95 Add to Cart
Free eSignature included
with every order
Please select a state

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The failure of many small businesses relates directly to underestimating the amount of money needed to start and continue the business. Most business owners can, with relative ease, estimate the amount of money needed to start a business. The problem comes with arriving at a clear estimate of how much money will be necessary to keep the business operating until it is able to realistically support itself. If you can honestly determine how much is actually necessary to allow the business time to thrive before you can take out profits or pay, the next challenge is to figure out where to get that amount of money.

This Financial Plan Worksheet Kit will lead you through a number of questions to help you determine the amount of money needed and where it might be obtained.

Following the Worksheet are instructions on preparing both an Estimated Profit and Loss Statement and a Current Balance Sheet. Both of these forms will help you put real numbers into your plans.

The Financial Plan Worksheet Kit is divided into the following sections:
· Income and Expenses
· Assets and Liabilities
· Financial Needs
· Preparing a Profit and Loss Statement (with Estimated Profit and Loss Statement Form)
· Preparing a Balance Sheet (with Current Balance Sheet Form).

When used in conjunction with a Business Plan Worksheet and a Marketing Plan Worksheet, this Financial Plan Worksheet will assist you in preparing a formal Business Plan for your company.

This Kit can be used in all states.
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.
Number of Pages11
DimensionsDesigned for Letter Size (8.5" x 11")
EditableYes (.doc, .wpd and .rtf)
UsageUnlimited number of prints
Product number#27298
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.
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Business Plan Forms Combo Package Get 5 forms for just $14.95 Save 85%! Save money by getting our very popular business plan forms together in one convenient packet.

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