Appendix B Business Plan Outline Financial Plan Details – – Operating Budget for First Year - Fixed Expenses Projected Fixed Expenses Month Month Month Month Month Month Month Month Month Month Month Month Annual #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 Total Business Location: Example: - Rent or lease payment Utilities: Examples: - Electricity and heating - Telephone and cell phone - Internet access Insurance: Examples: - Property - Business Liability Professional Service Fees: Examples: - Bookkeeper or accountant - Lawyer Supplies: Examples: - Office supplies - Other: ______________ Advertising & Marketing: - Advertising, brochures, web site, trade shows, etc. Employee Salaries & Wages: - Salaries & Wages - Social Security taxes - Workers comp. insurance - Benefits Owner’s Compensation - Draw Owner’s Other Fixed Expenses: Total Fixed Expenses Loan Payments: Examples: - Start-up/Expansion Expenses - Building Mortgage - Equipment Loan
Appendix B – Business Plan Outline – Financial Plan Details Operating Budget for First Year - Fixed Expenses Projected Fixed Expenses Month #1 Month #2 Month #3 Month #4 Month #5 Month #6 Month #7 Month #8 Month #9 Month #10 Month #11 Month #12 Annual Total Business Location: Example: - Rent or lease payment Utilities: Examples: - Electricity and heating - Telephone and cell phone - Internet access Insurance: Examples: - Property - Business Liability Professional Service Fees: Examples: - Bookkeeper or accountant - Lawyer Supplies: Examples: - Office supplies - Other: ______________ Advertising & Marketing: - Advertising, brochures, web site, trade shows, etc. Employee Salaries & Wages: - Salaries & Wages - Social Security taxes - Workers comp. insurance - Benefits Owner’s Compensation - Owner’s Draw Other Fixed Expenses: Total Fixed Expenses Loan Payments: Examples: - Start-up/Expansion Expenses - Building Mortgage - Equipment Loan