Balance Sheet For New Business Plan – In this article, we’ve compiled expert-tested financial templates for your business plan, all of which are free to download in Excel, Google Sheets, and PDF formats.
On this page you will find essential financial statement templates, including income statement templates, cash flow statement templates, and balance sheet templates. In addition, we cover the essential elements of the financial part of a business plan.
Balance Sheet For New Business Plan
Download and prepare these financial plan templates to include in your business plan. Use historical data and future projections to create an overview of your company’s financial health to support your business plan and gain stakeholder support.
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Use this financial plan template to organize and prepare the financial portion of your business plan. This customizable template includes space for a financial overview, all key assumptions, key financial ratios and metrics, a break-even analysis, and pro forma financial statements to share key financial data with potential investors.
This financial plan estimate template is a set of pro forma templates designed to help startups. The template set includes a 12-month income statement, balance sheet, and cash flow statement so you can detail a company’s current and forecast financial position.
, these income statement templates will empower you to make important business decisions by providing an insight into your company and illustrating the expected profits related to the business activity. The numbers you create on your income statement directly affect cash flow and balance sheet projections.
Use this pro forma income statement template to forecast income and expenses over a three year period. Pro forma income statements use historical or market analysis data to calculate estimated sales, cost of sales, profits, and more.
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Small businesses can use this simple income statement template to forecast income and expenses for a specific time period. Enter expected revenue, cost of goods sold, and business expenses, and built-in formulas automatically calculate net income.
Use this income statement template to calculate and evaluate your company’s profits and losses over a three-year period. This template provides space for entering income and expenses related to running your business and allows you to track performance over time.
For more resources, including how to use an income statement, visit Download the Free Profit and Loss Template.
Use these free cash flow statement templates to show how efficiently your business is managing cash inflows and outflows. Use a cash flow statement to analyze the availability of liquid funds and your company’s ability to grow and be sustainable.
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Use this basic cash flow template to compare your company’s cash flow over time. Enter the opening cash balance, then detail cash receipts, payments, cost of goods sold, and expenses. Once you enter these values, built-in formulas calculate total cash payments, net cash movements, and month-end cash positions.
Use this cash flow forecast template, also known as a pro forma cash flow template, to track and compare expected and actual cash flow results on a monthly and yearly basis. Enter cash balances at the beginning of each month, and then add cash receipts (from customers, inventory payments, and other transactions). Finally, add the cash paid (purchases, payroll expenses, and other cash outflows). Once you enter these values, built-in formulas calculate your cash position for each month.
Use this cash flow statement template set to analyze your company’s cash flow in relation to expenses and liabilities. This template set includes tabs for creating a monthly statement of cash flows, an annual statement of cash flows, and a three-year statement of cash flows to track cash flow for your company’s operating, investing, and financing activities.
For more information on managing your cash flow, including creating a cash flow forecast, see Free Cash Flow Statement Template.
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Use these free financial statement templates to communicate your company’s financial position over time to potential investors and stakeholders.
Small businesses can use this pro forma financial statement template to project asset, liability, and equity account balances for a specific time period. Established companies can use this template (and its built-in formulas) to calculate key financial metrics, including working capital.
Use this balance sheet template to assess your company’s financial health on a monthly, quarterly, and yearly basis. You can use this template to project your financial position for a specific period of time in the future. Once you’ve completed the balance sheet, you can compare and analyze your assets, liabilities, and equity on a quarterly or yearly basis.
Use this balance sheet template to compare your company’s current and non-current assets, liabilities, and equity from year to year. This template also provides calculations for common financial ratios with built-in formulas, so you can use them to evaluate annual account balances.
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Sales forecasting is a fundamental part of a business plan and should support all other elements of your plan, including your market analysis, product offering, and marketing plan. Use these sales forecast templates to estimate future sales and make sure the numbers match the sales figures on your income statement.
Use this simple forecast template to forecast sales of a specific product. Gather historical and industry-specific sales data to generate monthly and annual estimates of number of units sold and cost per unit. Then ready-made formulas automatically calculate the percentage. You’ll also get details on which months yielded the highest percentage of sales and the monthly change in percentage of sales.
Use this sales forecast template to forecast a company’s future sales across multiple products or services over the course of a year. Enter your estimated monthly sales and built-in formulas calculate the annual totals. There’s also space to record and track sales over the years so you can spot sales trends.
Use this sales forecast template to estimate monthly and annual sales for multiple products over a three-year period. Enter the units sold monthly, unit cost, and unit price. Once you enter these values, built-in formulas automatically calculate sales, unit margin, and gross profit. This template provides bar charts and line charts to visualize and provide yearly gross profit.
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A break-even analysis will help you determine which business, product or service is profitable. This analysis uses a calculation to determine how many services or units you need to sell to cover costs and make a profit.
Use this break-even analysis template to calculate the number of sales needed to become profitable. At the top of the template, enter the selling price of the product, then add the fixed and variable costs. Once you enter these values, built-in formulas calculate total variable costs, contribution margin, break-even units, and sales value.
These business budget templates help you track expenses (e.g. fixed and variable) and expenses (e.g. one-time and recurring) related to starting and running a business. A detailed budget allows you to make informed strategic decisions and should be aligned with the spending standards outlined in your income statement.
Use this startup budget template to track estimated and actual costs and expenses for various company departments, including administrative, marketing, labor, and other office expenses. There is an opportunity to provide funding estimates from investors, banks and other sources to get a detailed view of the resources you need to start and run your business.
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This business budget template is ideal for small businesses that want to track estimated income and expenses on a monthly and yearly basis. This customizable template includes a tab for listing income, expenses, and cash transactions, and a cash flow record for tracking balances.
Established businesses will appreciate this customizable business budget template, which includes separate tabs for tracking forecast business expenses, actual business expenses, variances, and a cost analysis. Once you’ve entered estimated and actual costs, built-in formulas automatically calculate cost variances and populate the included visual charts.
For more resources on planning and tracking your business spend and expenses, see Free Business Budget Templates for Any Business.
In this section you will find additional financial templates that you may want to include in your larger business plan.
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This simple startup funding requirement template is useful for startups and small businesses that need funding to launch their business. The numbers generated in this template should align with your financial projections and detail the attribution of capital generated to various start-up costs.
Use this customizable workforce planning template to map the current and future workforce—and the needs for running the business. This information belongs in the personnel section of a business plan and includes the job title, salary range, and hiring schedule for each position. This template calculates the monthly and yearly costs associated with each role using built-in formulas. Additionally, you can add an organizational chart to get a visual overview of the company structure.
Whether your organization is a startup, small business, or enterprise, financial planning
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