GUIDES AND TEMPLATES

» Version available

» Business and Financial plan guide

» Web marketing guide

»Business specific plan templates

Business plan templates:
Products and Services
(included by default)
Advertising agency, Apartment rental, Bank, Call center, Casino, Cleaning service, Clinic, Consultant, Day/Child care center, Debt collection agency, Dental clinic, Distributor, Employment agency, Farm, Insurance agent, Internet Service Provider (ISP), Lease company, Manufacturer, Non profit, Photo studio, Real estate agent, Record company, School, Veterinary clinic,

Retail business plan templates:
Retail store (included by default)
Bar, Barber shop, Beauty salon, BnB, Bowling center, Car dealer, Car rental, Car repair, Car wash, Clinic NPO, Coffee bar, Coffee shop, Construction, Convenience store, Dental clinic NPO, Fitness center, Flower shop, Garden center, Health spa, Hotel, Non profit, Pharmacy, Pizza delivery, Products, Resort, Restaurant, Retail store, School NPO, Services, Supermarket, Travel agency, Video rental,

» Number of included plan templates

PLAN TEMPLATES

Automated financial statements for 5 years

-  Assumptions (General, form, financial, inventory, loans, tax, franchise, product mix, tax, dividend, and more)
- Development planning (up to 2 phases (AE 4 phases), 5 years prior and 5 years of planning with automated development timeline)
- Investment budget (unlimited number of new/existing assets, depreciation schedule using SLN, DB, DDB, or SYD)
- Funding (shareholders' capital, unlimited number of  new/existing loans, deferred loans, flexible loans, amortization - 5 years)
- Beginning balance sheet (with/without historic data)
- Personnel wizard - add persons, groups or departments (max. 10), monthly and quarterly (3 years), annual (5 years)
- Personnel assumptions - payroll burden, hourly/overtime rates, bonuses payment schedule
- Personnel plan monthly & quarterly (3 years) - with headcount, payroll, overtime, bonuses and payroll burden summary
- Personnel plan annual (5 years)
- Product details & Cost of Goods with minimum stock level entry (3 years) - Add/Edit/Remove product lines and products using the
products wizard to add up to 10 product lines (or market areas) and unlimited products per product line.
- Sales projections monthly & quarterly (3 years) - enter sales by units or amounts, or in bulk per product line, rebates & allowances
- Sales projections annual (5 years)
- Income statement (Profit & Loss) monthly & quarterly (3 years) - with automated discounts & returns, bad debts and losses & thefts.
- Income statement (Profit & Loss) annual (5 years) - with EBITDA and earnings per share details for companies
- Cash flow projection monthly & quarterly (3 years) - direct method used
- Cash flow projection annual (5 years)
- Balance sheet projection monthly (3 years)
- Balance sheet projection annual (5 years) - with no. of shares issued and net asset value per share details
- Notes to the financial statements - with automated data from the projections
- Tax account - sales tax, income tax
- Inventory account (5 years)

- More than 50 automatic charts/graphs

- Print wizard

- Export wizard

- Exchange rate wizard

Business analysis

- Historic ratios (3 years)
- Projected ratios including SGR, IRR/NPV for business valuation (5 years)
- Industry standards comparison (5 years)
- Loan capacity ratios (5 years)
- Best case & Worst case scenarios (5 years)
- What-If analysis (5 years)
- Annual summary matrix - beginning balance, income statement, cash flow, ending balance (5 years)
- Overdraft scenario

Bonus tools

- Equipment, machinery, office, lunch room worksheets

- Services estimation worksheets

- Retail store equipment list worksheet

- Personal financial statement worksheet
- Partnership accounts worksheet
- USA benchmarks workbook

Expanded financial statements (AE versions)

Development planning (up to 4 phases), 5 years prior and 5 years of planning with automated development timeline
- Annual ROA / ROE / SGR dynamic analysis tree (5 years)
- Detailed break-even analysis per product line with break-even charts per product line
- Financial summary with CAGR (5 years)
- Revenue analysis per product line (5 years)
- Timeline (3 years) - entries are as easy as 1-2-3, with project cost, start date and end date
- Executive dashboard
- Timeline with a task wizard (3 years)
- Exchange rate multiplier to easily convert values into another currency

- Advertising & promotion plan detailed (3 years)
- Advertising & promotion plan annual (5 years)

Finance Pro financial statements

- Annual summarized projections (income statement, cash flow, balance sheet, ratios) up to 10 years
- Other investments (short term, bonds and securities)
- EVA / WACC analysis trees
- OCF, FCF

COLLABORATION

» Multiple authors in multiple locations
(with multiple licenses)

SUPPORT

» Free email support

» Price

» Detailed description

Other business specific software

» Retail business plan
» Construction business plan
» Non profit business plan
» Bar business plan
» Coffeebar business plan
» Media planner
» Restaurant business plan
» Bed & breakfast plan
» Hotel business plan
» Resort business plan