Financial Plan Template.xlsx
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Lamar University Small Business Development Center
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5091 Rolfe Christopher CICI Building Room 128
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409-880-2367
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Business Plan Development Workbook Instructions
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This workbook includes sheets to develop a complete business plan.
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Complete only these three sheets first:
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In order
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Step #1
Equipment Sheet (Schedule B)
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Step #2
Funds Sheet (Schedule A)
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Step #3
Pro-Forma IncStYr1 (Schedule D)
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Step #4
Assumption Interest Rate and Number of years to maturity
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Most of the other sheets in the workbook will draw data from the sheets listed above.
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After completing the four sheets listed above, you will be ready to take your file to your consultant.
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Your consultant will help you with the rest of the entries that need to be made.
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When available from the US Census monthly averages are entered into the monthly Income statements
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Estimated annual sales is entered into year 1 monthly income statement
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This is a very basis financial package and some manual entrees are needed, however, your advisor will asset with these entries
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