Business Plan Templates

You can get several types of business plan templates from this page. So let me explain...

$9.95 Business Planning Workbook (with Pro Forma Financial Statements)

If you need to produce pro forma financial statements for a business plan and you don't have the time or the accounting and finance skills to create your own, properly formatted and logically organized Excel workbook, you may want to purchase and then use the updated Do-it-yourself Business Planning workbook for $9.95.

The $9.95 Do-it-yourself Business Planning Workbook is an updated version of the Excel business planning workbook that was used by a generation of MBA students when the template was available in the "MBA's Guide to Microsoft Excel" (Redmond Technology Press 2001). The workbook produces thirty-six months of balance sheet, profit and loss statement and cash flows data and then, from these statements, generates three years of annual balance sheets, income statements and cash flow statements.

You can click the links below to see portions of the do-it-yourself business planning workbook:

• workbook inputs schedule
• monthly balance sheets
• monthly cash flow statements
• annual income statement

Accompanying the newest version of the business planning template is a friendly, easy-to-understand 10pp document that explains how to use the workbook to create a set of monthly and annual pro forma financial statements like those you may need for a business plan written for a bank or outside investor. The "instructions" document, which is a pdf, also explains how to make several common modifications to the business planning workbook.

TIP: Curious about how the business planning template works? Check out the free earlier version of the business planning template available through a link at the bottom of the page. That template resembles the premium template.

Ready to buy? Click the buy now button below:

Money Back Guarantee

If for any reason you feel you don't get the business planning tool you need or one you can comfortably use, contact me at steve.nelson@stephenlnelson.com and request a refund within 60 days. Your payment will be completely refunded. No questions, no hassles, no delay.

Free Business Planning Template for Internal-use Only Financial Statements

If you don't need to present your financial forecasts to outside parties like the bank, angel investors, or venture capitalists, you can download the free business planning workbook. This Excel template works just fine... it just uses the old (but still perfectly accurate and workable) statement of cash flows.

• 10-year business planning template (does P&L, cash flow and balance sheet reports)

Free Business Plan Templates

You can also download any of the free business plan templates listed below by, right-clicking the hyperlink and choosing the Save Target As command from the shortcuts menu that Windows displays. Note that templates use the Excel 2003 file format to ensure maximum compatibility.

Fixed rate and adjustable rate mortgage amortization templates (such as for real estate loans):

• 15-year fixed rate mortgage amortization schedule
• 15-year adjustable rate mortgage amortization schedule
• 30-year fixed rate mortgage amortization schedule
• 30-year fixed rate mortgage amortization schedule

Loan amortization templates:

• 5-year adjustable rate loan amortization schedule
• 5-year fixed rate loan amortization schedule

Business planning and investment analysis templates:

• 10-year cash flow forecasting template (does NPV & IRR calculations)
• Future value of an investment using adjustable interest rates
• Future value of investment using fixed interest rate
• Multifamily property real estate investment analysis template
• Profit-Volume-Cost analysis template (also does breakeven analysis)
• Sales and cost of goods sold forecasting template