There are several ways to do it such as referring to appropriate literature, seeking advice and suggestions from experts and so on. Writing a business plan takes a lot of research, market knowledge, time and effort.

12+ Business Plan Excel Templates

Enter the annual tax rate that applies to your circumstances in the white box in Column B. This is particularly helpful if your idea isn’t fully fleshed out and you know you have homework to do–it prompts you for information. This sheet calculates your profit and loss for each year over a 5 year period. twmplates

In fact, if you’re like a lot of entrepreneurs, you’re probably going to find yourself pulling a few all-nighters to temlpates one done before heading into your first pitch for funding. The Refining the Plan resource that comes with it is helpful, especially if this is your first crack at writing a business plan.

If you want to insert a table into Word as a “Linked Object” so that when plaj edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of excel templates for business plan original. However, at the least the entire spreadsheet won’t be embedded within your business plan Word document. Enter your email to reset your password. As investing activities can vary year on year, you will need to fill out excel templates for business plan investment activities for each of the 5 years in the appropriate columns for Acquisition of Business, and bhsiness Other Investing Cash Flow items.

Free Business Plan Template

Bad location, a marginal niche, having no specific user in mind, raising too much or too little money–all of these issues can be prevented or at least mitigated tenplates good planning.


Writing your business plan. Income Tax is filled in based on the information you enter into the model inputs. Excel templates for business plan forecasted revenue section businese you to estimate your revenue for 4 different products.

It might even lead you to kill off aspects of your business before investing too much time or money in them.

You’re about to be redirected We notice you’re visiting us from a region where we have a local version of Inc. Not knowing your expected income and expenditure will make it difficult to plan, and hard to find investors.

Free Business Plan Template for Word and Excel

We help you to plan your start-up and business. These articles are editorially independent – that means editors and reporters research and write on these products free of any influence of any marketing or sales departments.

Author Alex Bejanishvili of Spreadsheet Any funder worth his or her salt wants to see it right excel templates for business plan the bat. Use this section to enter any liabilities not covered by the pre-defined labels. The spreadsheet will automatically calculate the annual cost of goods sold based on this information, along with your forecasted revenue.

This template excel templates for business plan Balance sheet, Income Statement, investments and capital adequacy ratios. Excel Financial Model CE. The opinions expressed here by Inc. This is where you can enter the value of any of your plqn assets, with spaces to enter information about Cash and Short-term Investments, Accounts Receivable, Inventory, Prepaid Expenses and Deferred Income Tax. If that’s your goal, definitely check this one out.


Instead, our goal is to make the process easier by providing a professionally designed business plan template template you can edit easily using Word and Excel. This makes it very easy to pkan.

You’ll want to customize it with your company branding excel templates for business plan have your branding down, right? Why reinvent the wheel? It also helps in raising excel templates for business plan, during which both sides are benefited: It walks you through getting started, marketing, product, competitive analysis, SWOT, and more, with a window below the input fields to show you the plan as you work away at it.

Unlike much of the rest of the Balance Sheet, you can manually enter different amounts for each year, as you may, for example, be expecting to take on another loan to purchase some new equipment in Year 3 as your business expands. Use the white box to enter the number of years you expect your assets to depreciate over.