Business Plan Success, Version 5.0
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100% Customizable, 31-page Business Plan Template in the standard format for Venture Capitalists, Lenders, and SBA Loans
Complete Fill-in-the-blank Financial Templates - All you do is fill in the blanks and the template creates all your financials for you!
Preview the table of contents or the financials.
Creating a Pro Forma Business Plan
Pro Forma Financial Statements and
Business Plan Budgets
Looking for Business Plan Software? Check out Business Plan Success
A pro forma financial statement is a hypothetical financial statement based on assumptions. With your business plan, these assumptions will deal with your revenue and expenses.
Your business plan should include three basic financial statements: a pro forma income statement, balance sheet, and statement of cash flows. Without these financial projections it would be difficult for a bank or any investor to justify lending you money because it isn't possible to tell whether or not your business is viable and sustainable.
An income statement is basically an outline of your company's revenue and expenses. It shows the total sales, cost of goods sold, earnings before interest and taxes, and net margin. This statement will show the "bottom line" and lets investors see whether or not your company will be profitable.
A pro forma balance sheet is used to determine whether or not your company will be economically efficient and financially strong. This compares your assets with your liabilities and shows the "balance" between the two.
The third financial statement you'll want to include in your business plan is the statement of cash flows. This statement shows the flow of cash into and out of a company. It also shows the source of this cash and how it is being used.
Business Plan Success makes creating financial statement for your business plan easy. Find out how or download Business Plan Success!
Included with your Business Plan Success 5.0 download:
- 100% Customizable, 31-page Business Plan Template in the standard format for Venture Capitalists, Lenders, and SBA Loans
- Complete Fill-in-the-blank Financial Templates - All you do is fill in the blanks and the template creates your Income Statement, Balance Sheet, Cash Flow Statement, & more
- Colorful graphs and charts which can be easily added to improve your plan's appearance
- Financial ratios compute automatically to help with your financial analysis
- User's Guide with detailed instructions on using Business Plan Success & writing your business plan
- Hard-to-find resources for researching information on competitors, industries, and customers
- Directory of investor resources for putting your business plan to work & finding capital
- New 2011 Version
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More Articles in This Category:
- Liquidity Ratios
- Efficiency Ratios
- Profitability Ratios
- Solvency Ratios
- Sample Income Statement
- Pro Forma Financial Statements
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"I have looked and looked for an affordable solution to help get my business plan finished. I never dreamed I would find a professionally designed template for so little expense. Thank you."
Jesse Sholtz, LMS Administrator Vancouver, WA
"I got your plan and went to work on it two weeks ago. I just got back from the printer and I'm sending out 11 plans to different investors. I'm feeling very confident at this time."
Juan Morales, Minnesota Lawn Care Minneapolis, MN
"I had no idea where to begin. Your business plan made it easy."
Mark Miller, doTERRA Salt Lake City, UT
"It was a bit overwhelming trying to get my business started, but your template gave me a simple outline that made it simple and straightforward to organize all the elements of my business."
Amanda Eagan, City Simple NYC New York City, NY