Business Plan Templates for Excel

Are you looking for a solid business plan? Maybe you need to support a bank loan request, pursue venture or angel capital funding or simply to map out a roadmap for entrepreneurial success? I may be able to help you.

I've created 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.

If you're creating pro forma financial statements as part of a business plan you'll share with a bank or outside investors, consider buying, downloading and then using the do-it-yourself business plan workbook. 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.