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6+ Financial Business Plan Template

A financial business plan template is a document that helps you to determine the path through which you can achieve your goals and objectives. It describes in detail the resources, strategies and other essential components required for achieving the goal. This financial planning is necessary to forecast how your business will do in the future and also helps to attract investors. Your business plan must incorporate details related to major planning aspects, such as revenue channels, market size, expense estimates, cash flow estimates, and what not. That’s where a robust business plan template comes to your rescue.

67+ FREE & Premium Financial Services Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

5 Steps to Write a Financial Business Plan

Step 1: Make an Expense Budget

You should be able to forecast the realistic picture of the variable and fixed expenses that will be involved in your business. Fixed expenses include rent amount, payrolls, installment of the loan, etc. While variable expenses comprise the investment of capital on promotion and advertisement of your company, bills, maintenance, etc.

Step 2: Make an Income Projection

This is an important step to plan for a business. It helps you to recognize how much capital a company will generate in the future. With the help of income projection, you can deal with the problems you encountered earlier and can find better ways to overcome them. An accurate income projection can give a clear idea that the company is capable of paying back the loan amount.

Step 3: Generate Cash Flow Statement

The cash flow statement helps to see and analyze the cash entering the company and leaving the company. It is used to determine how well a company utilizes its cash to pay its debts and expenses. It helps the investor to judge the financial condition of the company and to decide if it is beneficial to invest in your company or not.

Step 4: Develop a Balance Sheet

Balance sheets include both liabilities and assets of the company. Assets include all those resources that a company possesses. The liabilities consist of debts on the company. Assets equal sum of liabilities and equity. A balance sheet shows the worth of a company at a given point in time. It gives an overall idea of the financial position of the company.

Step 5: Perform Break-Even Analysis

A breakeven point is a situation where your company is neither in profit nor in the loss. It is able to earn the amount invested in it. It gives a very good idea about how the fixed costs, variable costs and revenue of the company are interrelated. The fixed cost is directly proportional to the breakeven point.

6+ Financial Business Plan Templates

1. Financial Business Plan Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you are working as a financial advisor and you need to give the best financial services and advice to your clients that will not only increase your fame but you will also be able to gain the trust of your clients and hence they will promote you by referring your name to other personnel. This financial planning for small business contains free standard Google Fonts. It is available in Google Docs and Sheet. The template is editable in all file formats.

2. Financial Business Plan Template Sample

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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you want to sort out your financial issues and want to get success in your business then use this financial business plan for startup business. It will help you to set short term and long term goals. It enables you to prepare strategies to handle the challenges you will face and to reach the goal in any condition. It supports both Mac OS and Windows. It is easily editable as you need. Go for this planning template if you need a professional and comprehensive financial plan.

3. Simple Financial Business Plan Template

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  • Word
  • Pages

Size: US, A4

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If you want to keep an eye on your finances and are in search of a professional financial business plan then this template will be best for you. It is a six-page document that is fully customizable and is available in A4 and US Sizes. With the help of this template, you can examine whether you are heading in the right direction or not. There’s an undeniable sense of modernity to this template so startups tend to prefer it for their financial planning.

4. Editable Financial Business Plan Template

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  • PDF

Size: 1MB

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This is a very well organized and detailed financial projection template. This is a fifteen-page document that describes the details of the business, its different aspects, financial goals and strategies to achieve these goals. This plan sample template uses simple and easily understandable language and also the layout of the template is quite elegant and tidy.

5. Financial Business Plan Template Sample

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  • PDF

Size: 196KB

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This micro financial business plan emphasizes on all the major aspects of financial business planning. It describes the break-even analysis, projected profit and loss, projected cash flow, projected balance sheet, business ratios, long term plans and also about the assumptions related to risks, entry and exit strategies.

6. Professional Financial Business Plan Template

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  • PDF

Size: 328KB

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This is a sample financial plan template that gives a clear idea regarding business. Income flow, cash flow analysis, balance sheets, financial ratios are all the important parts of the business finance that are very systematically described in detail in the template. You can utilize this to gain a better understanding of the relation between business and finance.

7. Sample Financial Business Plan Template

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File Format
  • PDF

Size: 2MB

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This financial business plan template will help you to understand the basics of business finance. It very well explains about the revenues which are collected through different modes and about expenses of the company. Financial projections of successive years are explained using a bar graph presentation. Annual statement of cash flows, quarterly statement of income, balance sheet, and sustainability are also described in an excellent manner.

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