Business Financial Plan Template

Need a financial plan section for your business plan?
The financial section of any business plan includes various financial statements and ratios that show where a company is heading financially. This information helps to find out how much financing a company needs and helps investors and lenders determine whether investing into the business is a justified use of funds.

The financial plan template below includes all components of a common business financial plan section.

  • Summary
  • Sales revenue and variable expenses
  • Break-even analysis
  • Other operating revenue
  • Operating expenses
  • Personnel expenses
  • Other operating expenses
  • Fixed assets
  • Financing
  • Share capital inflows
  • Annuity loans
  • Loans
  • Financial projections
  • Income statements
  • Cash flow statements
  • Balance sheets
  • Performance measures

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