Financials

The Financials section of your business plan demonstrates your company’s financial viability and potential for profitability. This section includes key financial statements such as income statements, cash flow projections, and balance sheets, as well as your break-even analysis and funding requirements. It should clearly outline your revenue model, expense estimates, and growth projections. Investors and lenders will assess this section to understand your business’s financial health, funding needs, and return on investment potential. Presenting accurate, detailed, and realistic financials builds credibility and instills confidence in your ability to manage resources effectively.

Resources

1. SK Startup: Writing your First Business Plan
   • SK Startup Business Plan Template
   • SK Startup Business Plan Checklist
   • Business Profitability
   • Using Break Even Analysis
2. BDC – 6 Ways to Create your Business Financial Plan
3. WESK – Financial Plan Worksheet
4. Community Futures Financial Worksheets
5. The Balance – How to Write the Financial Section of a Business Plan
6. Indeed – How to Write a Business Plan Financial Section: A Guide
7. Futurpreneur – Cash Flow Template