How To Write A Financial Plan For A Business Plan

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When you are preparing your pro forma income statement, sales by month must be calculated first.

Business Finance Analysis: You can use sample financial plans to calculate ratio comparisons (liquidity, profitability, solvency, and efficiency ratios).

You can also use the data from the sample (or samples if you can access other businesses' annual reports in your industry) and run the information through small business finance software; then compare to your data.

You can use Marketing research, Industry sales or some trial experience to provide the basis for these figures. A Pro Forma Balance Sheet summarizes the projected assests, liabilities, and net worth of the new venture.

Assets can be defined as items that are owned or available to be used in the venture operations, where liabilities can be defined as money owed to creditors.


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