Financial Plan TEMPLATE

This workbook includes pre-formatted formulas to help you easily calculate everything you need for a robust financial plan, including:

• Start-up Costs

• Direct Costs

• Overhead Costs

• Breakeven Analysis

• Sales Forecast

• Cash Flow

Each spreadsheet is color-coded to facilitate an easy-to-use work environment and straight-forward instructions are provided, guiding you through every step.

Allows you to account for up to 3 different unit types (for example: tents, yurts, domes, etc.), since each unit type often has its own set of direct costs and sales prices.

Allows you to account for up to 3 different full venue rental types (for example: weddings, retreats, reunions, etc.), since each full venue rental type often has its own set of direct costs and sales prices. Or you can hide this section if full venue rentals are not part of your business plan.

NOTE: To take full advantage of this template, Microsoft Excel is required.
NOTE: Customers receive a secure link to the file lasting 24 hours after the first download.