Financial planning

Become familiar with the basic tools of financial planning, including income statements, cash-flow forecasts, expense statements and balance sheets.

The business plan is a key document for entrepreneurs and new companies looking for investors.

Any SE or SPB must have a solid business plan, complete with your mission statement, management overview, marketing, and financial strategic plans.

Before you seek investment, develop your financing roadmap and create a financial plan.

Thinking of raising capital from outside investors? This workbook provides a framework for developing a financing strategy for your business.

Together with your management team and advisors, develop a business plan and executive summary for your company.

Use this framework to identify and engage with potential investors for your company, and to develop an elevator pitch.