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Pro Forma Financials and Templates
Establish Your
Organization
Finance Your
Business
Tax and
Licenses
Grow and
Maintain

The financial section of the business plan is a critical component of attracting investors. Use these tools to help demonstrate your clear understanding of your financial position and your related goals, and then review your business plan.

Spreadsheets:
Pro Forma Balance Sheet
  • View (16 KB)*
  • Download (4 KB)
  • Balance Sheet Template
  • View (14 KB)*
  • Download (3 KB)
  • Pro Forma Cash Projections
  • View (38 KB)*
  • Download (9 KB)
  • Cash Projections Template
  • View (32 KB)*
  • Download (6 KB)
  • Pro Forma Profit and Loss
  • View (24 KB)*
  • Download (5 KB)
  • Profit and Loss Template
  • View (22 KB)*
  • Download (5 KB)
  • *These files are Microsoft Excel spreadsheets.

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