Plan Assumption and Financials


The financial plan must be based on decisions and facts. Investors want to know whether your business plan is realistic.

to start: 

Provide a written overview of the plan assumptions and key financials based on the information contained in your business plan and your Business Plan Financials Excel Template.

Use headings (bold) to address each required topic. 

 Be sure to include:

Key Financial

Specific Worksheet in the Business Plan Financials Excel Template where the information can be found

Projected Sales

Sales Projections  worksheet

Personnel Overview

Setup and Staff Budgeting worksheets

Financing to Date and Funds you plan to raise from investors

Capital Investments worksheet

Use of Funds

Capital Expenditures worksheet

Break-Even Analysis

Break-Even worksheet

Projected Profits

Income Statement worksheet

Important: 

1. Do not copy tables from the Excel document in your discussion response.  This is an overview of the key financials. 

2. Start your response with a brief description of your business (no more than 3 sentences). Specify your company name, what business you are in, and the specific product or service you plan to sell.

Important Notes:

  • You will use the information from this discussion post in the Week 10 assignment, Business Plan—Final.
    • A bullet point under Part 1 asks you to incorporate financial information that will help to convince the investors.