Business Plan Financials Summary

… our financials show this …

The business plan financials section is a summary of the key financial information from the detailed financial projections. Its purpose is to provide the investor with a financial overview of the forecast performance of the business over the period of the business plan, together with a summary of actual performance for the past few years, if available.

Business Plan Financials Summary Presentation

The presentation of the business plan financials summary will depend on the nature of the business and the information selected from the detailed financial projections. In order to gain an understanding of the business, the investor will want to see the numbers for between three and five years ahead, and if available, two years back.

The example below shows the number of transactions, revenue, and profit in graph form for the actual results for the last two years and projections for each of the five years of the business plan.

business plan financials

This is part of the financial projections and Contents of a Business Plan Guide, a series of posts on what each section of a simple business plan should include. The next post in this series sets out a summary of the existing investors in the business.

Last modified July 19th, 2019 by Michael Brown

About the Author

Chartered accountant Michael Brown is the founder and CEO of Plan Projections. He has worked as an accountant and consultant for more than 25 years and has built financial models for all types of industries. He has been the CFO or controller of both small and medium sized companies and has run small businesses of his own. He has been a manager and an auditor with Deloitte, a big 4 accountancy firm, and holds a BSc from Loughborough University.

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