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Financial Plan

What is a Financial Plan?  A financial plan is a company's financial needs and goals and how to achieve them. For a startup business, the financial business plan is included in the strategic business plan as a roadmap for the owner to follow so his or her business vision can become a profitable reality.

What are the main components of a Financial Plan?  Since a financial business plan predicts a company's future performance based on a set of assumptions, the main components of a company's financial plan should present the expected profits, cashflow and net worth of a business using generally accepted accounting principles:


  1. Profit and Loss Statements

  2. Cashflow Statements

  3. Balance Sheet

What other  components should accompany a Financial Plan?  The short answer is that the financial plan should include all relevant information detailing any significant assumptions and calculations used to generate the major components. These other components can include any or all of the following supplements:


  • Startup Funding Requirements

  • Uses of  Startup Requirements

  • Sales Forecast

  • Direct Costs of Sales or Services

  • Personnel Plan

  • Fixed Expenses

  • General Assumptions

  • Inventory Detail

  • Payments Detail

  • Receivables Detail

  • Break-even Analysis

Can I Just Order A  Financial Plan?  Yes, it is good practice to only prepare a financial plan if you are analyzing the financial feasibility of a startup business and if your company does not require a final presentation to be submitted to an outside party. If you require a business loan or private funding, you will eventually need a complete Business Plan.

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So How Much Does It Cost For A  Financial Plan? Each business is unique and presents its own challenges in the development of a successful Financial Plan. Most small businesses in common industries that serve a local market purchase our standard financial plan package priced at $749. For larger companies with more complex business models, one of our premium packages is highly recommended.

$749 - Standard Financial Plan Package

Perfect for companies with a budget of up to $250K in startup requirements and expected annual sales of $1MM or less. This package works well for restaurants, retail outlets, professional services and non-regulated industries. This package is the most requested.

$1,499 - Premium Financial Plan Package

If you are investing more than $250K and under $1MM to start a business, we recommend this package. This also works well for regional businesses, new apps and new product launches.  This package comes with monthly breakdown of all financial statements.

$2,999 - Supreme Financial Plan Package

Businesses with startup investment of over $1MM but under $5MM need particular detail in uses of funds as well as a conservative growth plan in Sales Forecasting and in Personnel. This package works well for companies looking to scale operations to a national level, manufacturers and wholesale distributors. It tracks inventory, accounts payable and accounts receivables.

$4,999 - Ultimate Financial Plan Package

This package does not hold back any punches. Businesses with startup investment of over $5MM will require everything we have to offer to ensure the long-term success of their investment. This package is recommended for companies with international operations, import/export, and large real estate developments. It comes with 5 years projections and HD graphs and charts.

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