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The Financial Plan: What it can look like

The Financial Plan: What it can look like. Michael W. Piczak February 2005. Introductory page. Telling a Story Chronologically:…Soon there will be a time. Your Story. A business started up (SUC) It generated Sales (Sales Projections) Those sales resulted in cashflow (Cashflow)

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The Financial Plan: What it can look like

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  1. The Financial Plan:What it can look like Michael W. Piczak February 2005

  2. Introductory page

  3. Telling a StoryChronologically:…Soon there will be a time

  4. Your Story • A business started up (SUC) • It generated Sales (Sales Projections) • Those sales resulted in cashflow (Cashflow) • The cashflow gave rise to income (income statement) • Resultant profit went to retained earnings (balance sheet) • All my indicants point in the right direction and are comparable to industry averages (key ratios)

  5. Key Statements…there is no escaping these

  6. Key Ratios summarizing performance

  7. THE ONLY LOGICAL CONCLUSION? “Given that: • Start up costs are reasonable and defensible • Sales projections are conservative and attainable • Cashflow remains positive for the most part • Positive income is generated within the first few years • Retained earnings grow steadily with profits kept within the business and • Key ratios are generally at the same level as industry averages, I believe that this is a feasible business and should receive funding.”

  8. Where to Locate Actual Statements • In the appendices properly labeled and referenced in the narrative • Less important statements come at the end (depreciation schedules, amortization schedules, etc.)

  9. The Financial Plan:What it can look like Michael W. Piczak February 2005 THE END

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