Business Plan Templates and Workbooks for Excel Users
Do you need a solid business plan? Perhaps to support a bank loan request, pursue venture or angel capital funding or simply to map out a route for entrepreneurial success? I may be able to help you.
This webpage supplies an updated version of the business planning workbook and instructions from my book, MBAs Guide to Microsoft Excel.
Used by a number of business schools (including top ranked programs like Dartmouth, Norte Dame and Thunderbird), the MBA's Guide to Microsoft Excel explained how to use Excel for business planning and other tasks. The book also provided a powerful business planning workbook, available as a download from this page, that small business people and entrepreneurs can use to create the income statements, balance sheets, and statements of cash flow needed for a business plan.
Accordingly, if you're creating pro forma financial statements as part of a business plan, consider buying, downloading and then using the business plan workbook available here. The workbook helps you collects your input variables and then uses those variables to create 36 months of monthly financial statements and 3 years of annual financial statements. You can click the links below to see portions of the workbook:
- Workbook Inputs Schedule
- Monthly Balance Sheets
- Monthly Cash Flow Statements
- Annual Income Statement
An important note: The downloadable zip file includes both the Excel workbook and also instructions in a pdf file for using and even customizing the business plan template.
Purchase and DownloadMore Free Business Plan Templates
The free stuff page here at this website, by the way, supplies all of the other Excel workbook templates that were part of the MBA's Guide to Microsoft Excel. Many of these templates, which you can download for free, can be used with the business planning workbook available for purchase this page. These other workbooks include debt amortization templates, a couple of investment analysis templates, some future value compound interest schedules, a sales and cost-of-goods-sold forecast schedule, and a break-even and profit-volume analysis workbook.
Note: The original business planning template provided in the MBA's Guide to Microsoft Excel is also available on the free stuff page, but you really shouldn't use that template. Because the original template is more than ten years old, it doesn't comply with current generally accepted accounting principles (GAAP). The business planning workbook available on this page, predictably, does comply with GAAP.
Money Back Guarantee!
By the way, my downloadable do-it-yourself e-books and formation kits come with a money back guarantee: If you don’t get what you want or need from a kit, contact me at steve.nelson@stephenlnelson.com to receive a refund. Note that Stephen L. Nelson, Inc., the affiliated entity that sells these do-it-yourself kits, processes refund requests manually, so your refund may take a work day or two to process.
