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Dear All.
Greetings for the day!
Am looking for Sample Business Proposal or plan with Excel chats for show what will be the profits and all in future so that i can show to investors and Banks. please help me on this.
send me mail

Hi Syed,

I assume this request is in relation to OAK HR, as per the web address in your signature.

You will need to prepare a business plan, which consists of three documents:

1) Information Memorandum. This document should give information about you and the business; the services you offer and the industries you are active in, as well as any clients you already have. This document must be very detailed. Most of the information you can extract from your website. \you should also include details of your competitors and their market share. Show your standing in the market and how you are going to achieve you goals and any new innovations you are going to implement.

2) Profit / Loss Forecast. This is presented in Excel spreadsheet on a month by month basis for 12 months. This sheet shows all income received, followed by all expenses incurred before taxes. There are plenty of example sheets available on the net.

3) Cash Flow Forecast. Again this is presented in Excel spreadsheet on a month by month basis for 12 months. This sheet shows how much cash you started with at the start of the month and what was left over at the end of the month (month by month) ending with the final figure after 12 months. Again there are plenty of examples on the net.

Hope the above helps

Should you require any assistance then do contact me.



Dear Harsh
Greetings for the day!
Thanks for your response if you dont mind can you please send me the Sample of Profit / Loss Forecast. and Cash Flow Forecast in excel sheet and all
Thanks and Regards,

Hi Syed,
I have emailed you an example of the Forecasts using simple figures, you will of course need to change these to reflect your own business.
Make sure that your figures accurately (as much as possible) reflect your business. Otherwise investors and banks will not accept them as realistic.
It is good practice to make a copy of the spreadsheets entitled ACTUALS and then insert actual figures so that you can compare them with the forecast every month, to see how you are doing.
This is important because Investors and Banks will want to see how you are performing, on a monthly basis at least for the first year.
I hope this helps.
Do not hesitate to email me should you require further help,

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