Business & Financial Planning Pro
Business and financial plan
Project, capital requirement, financing and projections for the bank, guarantee institution and funding body.
Example
The template, filled in.
A UK example, calculated with the UK figures – your own plan is calculated for the UK. Every number calculated.
UK example – yours is calculated for the UK.
Choose a result
The document for your bank or Start Up Loans – this is how you download it.
Tap the page to zoom
Page 1 of 30
24 of 30 pages in this example
Fictional example People and companies are fictional. Places, institutions and the country’s calculation parameters are real; every number is calculated with the planix financial plan.
FAQ
Questions
Yes – filled in. You get your plan as PDF, Word and Excel. In Word you adapt every sentence, in Excel the lender recalculates.
Yes, free as Word with guiding questions in the guide. It gives you the chapters, but no numbers. planix asks you the questions and writes the chapters from your answers.
Blank template in the guideThe business concept: chapters 1 to 5 of the template as web, PDF and Word. Chapters 6 to 16 with financial plan cost £39 one-off.
The 16 chapters follow what banks and Start Up Loans in the UK ask for – business plan, cash flow forecast and personal survival budget. The decision is the lender’s.
You answer the questions at your own pace. As soon as you’re done, your plan is ready in a few minutes.
This page calculates for the UK: VAT (standard rate 20%), Employer and Class 4 National Insurance. planix also works for Switzerland, Germany, Austria and the Netherlands.
Yes: 28 filled-in UK plans from 14 sectors – on the Business and financial plan page.
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STARTUPS
Enough of blank templates.
Start for free.
The concept first. The numbers when you’re ready.
Start the template for free Concept free · Financial plan £39 one-off