Create a financial plan
The financial plan translates your idea into numbers: what does the start cost, how much revenue is realistic, when will you make money? It is the core of every business plan and decides on loans and investments.
The building blocks of a financial plan
A complete financial plan consists of capital requirements planning, a revenue and cost forecast, a profitability calculation and cash flow planning. Together they show whether your venture is financially viable and how much money you need when.
Realistic rather than optimistic
The most common mistake is planning too optimistically. Work with conservative revenue, complete costs and a buffer for the unexpected. If your figures look too good, you lose credibility – and can quickly run into cash flow problems.
A sound financial plan with planix
planix guides you through all parts of the financial plan – with the right questions, plausibility checks and a clear structure. The result is traceable figures that also convince banks and investors.
Frequently asked questions
How far into the future should I plan?
Three years is usual, with the first year often broken down by month. This shows both the short-term cash flow and the medium-term development.
Do I need a fiduciary (Treuhänder) for the financial plan?
Not necessarily. With structure and care, you can create it yourself. For complex ventures or the final review, a fiduciary or accountant is still worthwhile.
Create your financial plan now
Start for free with planix – no registration. Guidance, feedback and next steps, thoroughly reviewed within 24 hours max.
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