Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Search Products
Filter by Categories
Company Secretarial
General Business
General Interest
Investing in Property
Personal Growth
Personal Wealth
Trusts and Estate Planning

Whether you need a business plan or whether you want to create a three year budget, our free financial projection workbook will help you plan the future and present your plan in a professional format.

Although most startups only draw up a business plan when they are trying to raise finance, my view is that no business should start without one.

Remember, if you can’t even plan your success on paper, then you are most unlikely to succeed in reality.

All you need to do is download the workbook and make a copy under another name so that you always have the master. Then read the instructions on the first sheet “Read me first”.

Next you fill in sheet 2, the Input sheet. If you enter a figure in Month 1 of the Sales, Purchases or Expenses columns, it will copy across into the future (increasing by inflation each year if you have entered an inflation rate in the appropriate cell G1). If you then decide to put a different figure in say, Month 5, then that figure will project into the future from there.

The Balance sheet and Income Statement are automatically calculated. You do not have access to the formulae on these two sheets and there are some cells in the Input sheet that are locked as well. However, I have given you the unlock password on sheet 1, so you can fiddle if you are confident in your Excel and accounting skills.

If you need a full blown Business Plan, you’ll need professional help. It’s not expensive and it is very comprehensive.



XHTML: You can use these tags: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Looking for even more informative content? Check out the books I have written which have proved to be very popular.

Need help with your Trust or Business?

Contact us today or set up a free meeting with our CEO, Derek Springett. We have been offering expert advice and business services since 1971. You can also view see our full list of services.

Do you want to leave your cart?

Your cart is awaiting your next purchase, so please proceed to the Home page and continue shopping. If you are leaving your cart because of problems, why not give us a call on our 24 hr numbers 063 866 8928 or 011 805 0030 (subject to load shedding)? If all else fails, call Derek, our CEO on 082 552 9696. We’ll do what we can to help