benefits

Less than half the cost of competing products. PLUS—get the peace of mind of using the financial forecasting tool that prepares financial documents the way your investors, lenders, corporations, business plan competitions, and your boss expect to see them.

take a tour!

Learn more about our Business Plan Financials package on this fast, informative tour! Coming soon!

product details

Business Plan Financials, version 2.8
(formerly Electronic Financial Worksheets)

Requires: PC running Windows Vista, 7 or 8, plus Microsoft Excel 2007, 2010, or 2013. Also, Mac running OS X Lion (10.7), plus Excel 2011.

©2003-2013 The Planning Shop

NOTE: Product is available via download only.

instructors

Business Plan Financials are widely used in business planning, management, and entrepreneurship classes. Ask for more information, email: instructors (at) planningshop dot com.

 

Business Plan Financials

Complete. Affordable. Effective.

Successfully time tested! Thousands of entrepreneurs have raised money, launched businesses, won business plan competitions—using these Business Plan Financials.


Pre-formatted, flow-through, Excel-based Business Plan Financials make the process of creating financial projections easier, faster, and yes, perhaps even fun!

 

WINDOWS

 
 
Version: Windows
Ships: Instant Download
List Price: $59.95
Our Price: $47.96
 
   
     
  OR
 
  MAC
 
 
Version: Mac
Ships: Instant Download
List Price: $59.95
Our Price: $47.96
 
   
     

Note: PLEASE BE CERTAIN TO CHOOSE THE RIGHT PRODUCT FOR YOUR OPERATING SYSTEM—WINDOWS or MAC—we’ve got them both!

Business Plan Financials are perfect for creating financial projections for:

  • Raising money for your business
  • Forecasting & planning company growth
  • Internal planning
  • Class business plan projects
  • Business plan competitions
  • Your boss

 

ACCEPTED BY:

  • Venture capitalists
  • Angel investors
  • Banks & other lenders
  • Business Plan competitions
  • Major corporations
  • Used in Hundreds of Business Schools World-Wide.

 

FEATURES:

  • True “Flow-Through Financials” —enter figures just once and they’ll automatically flow through to all other relevant financial forms
  • Charts and graphs are automatically generated—add these to your business plan to impress funders, others
  • Flexible planning scenarios—create “best case” and worst” scenarios by quickly and easily changing variable factors
  • Create projections for up to five years out
  • Start your fiscal year in any month
  • Ease of “fill-in-the-blank” financials with the assurance of industry- accepted formats and line items
  • Built on Microsoft Excel, the industry standard for financial reports
  • “Help” balloons provide convenient tips and advice
  • Beautifully formatted—your financials will look great to potential investors, lenders, others


The Ultimate Business Planning and Forecasting Tool!


INCLUDES ALL MAJOR FINANCIAL FORMS PRE-FORMATTED AND INTER-LINKED

  • Income Statement (Profit & Loss)
  • Cash Flow Projections
  • Balance Sheet
  • Break-even estimates
  • Key ratios

PLUS! ADDITIONAL WORKSHEETS INCLUDED:

  • Sales projections
  • Set-up assumptions
  • Inventory
  • Capital Expenditures
  • Staffing budget
  • Marketing budget
  • Professional services budget
  • Investments & Loans

PLUS! CHARTS & GRAPHS INCLUDED:

  • First Year Financials At-A-Glance
  • Five Year Financials At-A-Glance
  • Net Sales, Year One
  • Net Sales, Five Years
  • Cash Flow, First Year
  • Cash Flow, Second Year

Take a quick TOUR of the worksheets! Coming soon!

INSTANT DOWNLOAD!! You can be crunching numbers just minutes from now! Download your copy now!