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5-Year Financial Plan free template

Profit and loss projections

5-Year Financial Plan free template to plan to your business for the next 5 years, it all ready just fill the date and the free template will calculate the Profit and loss projections, Balance projections, Cash flow and Loan payment calculator.


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First workbook in our Financial Plan free template is the Model inputs and investor scenario (Italicized numbers in gray cells are calculations that should not be overwritten.)

Fill the following in the Financial Plan Template:

Number of units sold annually

Average sales price per unit

Annual maintenance, repair, and overhaul

Number of years for straight-line depreciation

Annual tax rate

If long-term debt is being used to finance


5-Year Financial Plan

5-Year Financial Plan


Second workbook in our Financial Plan free template is Profit and loss projections (Italicized numbers in gray cells are calculations that should not be overwritten.)

Fill the following:

Other revenue

Interest income

Sales and marketing

Payroll and payroll taxes

Insurance

Utilities

Property taxes

Administrative fees

Other

Loss (gain) on sale of assets

Other unusual expenses (income)

See the figure below:


Profit and loss projections

Profit and loss projections


Third workbook in our Financial Plan free template is Balance sheet projections (Italicized numbers in gray cells are calculations that should not be overwritten.)

Fill the Initial balance for following:

Cash and short-term investments

Accounts receivable

Total inventory

Prepaid expenses

Deferred income tax

Other current assets

Buildings

Land

Capital improvements

Machinery and equipment

Less: Accumulated depreciation expense

Goodwill

Deferred income tax

Long-term investments

Deposits

Other long-term assets

Accounts payable

Accrued expenses

Notes payable/short-term debt

Capital leases

Other current liabilities

Owner’s equity (common)

Paid-in capital

Preferred equity

Retained earnings

See the figure below:


Balance sheet projections

Balance sheet projections


Fourth workbook in our Financial Plan free template is Cash flow (Italicized numbers in gray cells are calculations that should not be overwritten.)

See the figure below:


Plan Cash flow

Plan Cash flow


Final workbook in our Financial Plan free template is Loan payment calculator (Italicized numbers in gray cells are calculations that should not be overwritten.)

Note: The Loan payment calculator can generate principal and interest payments for a period of up to 30 years (360 months).

See the figure below:


Loan payment calculator Loan payment calculator Loan payment calculator

Loan payment calculator Loan payment calculator Loan payment calculator

Download the 5-Year Financial Plan free template:

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