The guide

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The PlanMagic Business 10.0 guide is a comprehensive guide (over 120 pages) aimed at assisting you with help on entering plan data or using the financial workbook. It also provides lots of useful information on many related subjects. Here's a quick overview of the main chapters and subjects.

PlanMagic Business 10.0

Introduction

  • How to use
  • The introduction
  • Company information
  • Executive summary

Marketing

  • The product mix

  • Analysis current product mix

  • Market analysis

  • Marketing goals

  • Marketing strategies

  • Competitive research

  • Pricing and costing

  • Sales management

  • Distribution & service

  • Operations

  • Advertising and promotion

  • Strength/Weakness analysis

Historic analysis

  • General view
  • The market position
  • Profit and Loss historic
  • Balance sheet historic

Organization

  • Management
  • Key staff
  • Personnel analysis and expenditures
  • Administrative organization

Financing

  • Assumptions
  • Investment budget
  • Funding
  • Loans
  • Beginning balance sheet
  • Capital
  • Net working capital
  • Proprietary capital
  • Foreign capital
  • Return on investment
  • Ratios
  • Loan capacity

Projections

  • Personnel plan
  • Sales forecast
  • Income statement forecast
  • Inventory account
  • Cash flow forecast
  • Balance sheet projection
  • Notes to the financial statements
  • Charts
  • The time table

Analysis

  • Annual summary
  • ROA/ROE analysis
  • Break-even analysis
  • What-if analysis
  • Sensitivity analysis
  • Financial summary
  • Revenue analysis
  • Comparison analysis

Quick tips

  • General tips

  • Choosing a company form

  • Choosing a bank

  • Choosing a location

  • Choosing an accountant

  • Presenting your plan

PlanMagic Business AE 10.0

The Advanced Edition contains the Business 10.0 business plan guide as well as a complete Web marketing guide (over 100 pages).


 
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