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How To Make Financial Projections For A Business Plan

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Organization - How is the business structured? Who are the principals and the principal shareholders? What authority does each principal have in the venture? What are management's qualifications? What is the job description for each position? What does the organizational chart look like? Possible Data Sources: on-line templates for job descriptions & organizational chart.

So, rather than looking around for an existing plan and then designing your own plan along the same lines, it would be a better idea to use software that allows you to create your own template.

U.S. Census Bureau (census.gov): A source for a variety of useful statistics, especially the Economic Census that comes out every 5 years.

Financial Plan - What is the anticipated income? What are the cash flow projections? What is the anticipated budget over the next 3 years? What is the break even point? When is it anticipated to be met? What funding is needed and where will it come from? What funding is currently available? What collateral is available? What is the net worth of the principals, if applicable? Possible Data Sources: accountant; accounting software; Small Business Administration; Small Business Development Center; SCORE; banks; venture capitalists.

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