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Financial Plan Guides, Templates & Examples

Financial Planning is critical for any business. The first step in running a successful business is to develop a sound business plan and strategy. Equally important is the second step, which is to finance the strategy and then manage the money generated by the business.

Below you will find a number of financial planning resources to help you in your endeavor. We have also included a number of spreadsheets to get you up and running quickly. All of the resources on this site were created by others and many of them have links back to their creators websites. We do not endorse any of the companies or organizations represented here. All of the information presented here is to help you make your own decisions and we assume no liability for what you decide to do with it.

Financial Plan Resources

  • How to Prepare a Profit and Loss Statement – Amegy Bank Business Resources Adobe Download
  • Simple Profit and Loss Statement - Wells Fargo Bank Adobe Download
  • Profit and Loss and Balance Sheets Adobe Download
  • Profit & Loss Percentages Adobe Download
  • Financial Statements of Limited Companies – Profit and Loss Account Adobe Download
  • Profit or Loss From Business – SCHEDULE C (Form 1040) Adobe Download

Financial Spreadsheet Examples

  • Financial Projections Template  –  SCORE  –  (Excel) Excel Download
  • Start-Up Expenses  –  SCORE  –  (Excel) Excel Download
  • Opening Day Balance Sheet  –  SCORE  –  (Excel) Excel Download
  • Balance Sheet (Projected)  –  SCORE  –  (Excel) Excel Download
  • Bank Loan Request for Small Business  –  SCORE  –  (PDF) Adobe Download
  • Loan Amortization Schedule  –  SCORE  –  (Excel) Excel Download
  • Breakeven Analysis  –  SCORE  –  (Excel) Excel Download
  • Cash Flow Statement (12 Months)  –  SCORE  –  (Excel) Excel Download
  • Cash Flow Statement (3 Years)  –  SCORE  –  (Excel) Excel Download
  • Financial History & Ratios  –  SCORE  –  (Excel) Excel Download
  • Personal Financial Statement  –  SCORE  –  (Excel) Excel Download
  • Profit and Loss Projection (12 Months)  –  SCORE  –  (Excel) Excel Download
  • Profit and Loss Projection (3 Years)  –  SCORE  –  (Excel) Excel Download
  • Sales Forecast (12 Months)  –  SCORE  –  (Excel) Excel Download