Projection for new firm
This query is : Open
06 August 2012
One of my client is starting a new business, at his own showroom. He wants to add some partner, to explain he want to make projection of his business.
So which format would be the best for attract new partners,
Please give me suggestions ???
which details are necessary to provide ???
URGENT
So which format would be the best for attract new partners,
Please give me suggestions ???
which details are necessary to provide ???
URGENT
06 August 2012
The sameformat as is given to Banks. Cash Flow, balance sheet, profit and loss account, working capital etc.
Message likes :
1 times
06 August 2012
its new business
let me know if there is any ready made format in excel or something like that
let me know if there is any ready made format in excel or something like that
10 August 2024
When preparing a projection for a new business to attract potential partners, it’s essential to present a clear, detailed, and convincing business plan. The projection should illustrate the business’s potential, financial viability, and growth opportunities. Here’s a structured format and details you should include:
### **Business Projection Report Format**
#### **1. Executive Summary**
- **Business Name**: [Name of the Business]
- **Location**: [Address]
- **Nature of Business**: [Brief description of the business]
- **Objective**: To attract new partners by showcasing the business potential and financial projections.
- **Total Investment Required**: [Amount]
- **Investment per Partner**: [Amount]
- **Ownership Structure**: [Proposed shareholding]
#### **2. Business Description**
- **Overview**: Description of the business, products or services offered.
- **Business Model**: How the business will make money (e.g., sales, subscriptions, etc.).
- **Unique Selling Proposition (USP)**: What makes your business different from competitors.
- **Vision and Mission**: Long-term goals and core values.
#### **3. Market Analysis**
- **Industry Overview**: Current trends and future outlook of the industry.
- **Target Market**: Detailed analysis of your target audience, including demographics and psychographics.
- **Competitor Analysis**: Key competitors, their strengths and weaknesses, and your competitive advantage.
- **Market Opportunity**: Size of the market and potential for growth.
#### **4. Financial Projections**
- **Revenue Projections**:
- **Sales Forecast**: Monthly or quarterly sales forecasts for the next 3-5 years.
- **Pricing Strategy**: Pricing of products or services.
- **Cost Estimates**:
- **Initial Setup Costs**: Equipment, renovations, licenses, etc.
- **Operational Costs**: Rent, salaries, utilities, etc.
- **Profit and Loss Statement**:
- **Revenue**: Expected income.
- **Cost of Goods Sold (COGS)**: Direct costs associated with production or service delivery.
- **Gross Profit**: Revenue minus COGS.
- **Operating Expenses**: Salaries, rent, marketing, etc.
- **Net Profit**: Gross profit minus operating expenses.
- **Cash Flow Statement**:
- **Cash Inflows**: Revenue from sales, investments.
- **Cash Outflows**: Operating expenses, capital expenditures.
- **Net Cash Flow**: Difference between inflows and outflows.
- **Break-Even Analysis**:
- **Fixed Costs**: Costs that don’t change with production volume.
- **Variable Costs**: Costs that vary with production volume.
- **Break-Even Point**: The point where total revenue equals total costs.
#### **5. Business Strategy**
- **Marketing Plan**: Strategies for attracting customers, promotional activities, advertising channels.
- **Sales Strategy**: Sales tactics, sales channels, and distribution methods.
- **Growth Strategy**: Plans for scaling the business, expanding product lines, or entering new markets.
#### **6. Risk Analysis**
- **Identified Risks**: Potential risks such as market risk, financial risk, operational risk.
- **Mitigation Strategies**: Plans to manage and reduce these risks.
#### **7. Investment Proposal**
- **Investment Opportunity**: Details on how much investment is needed and how it will be used.
- **Return on Investment (ROI)**: Expected returns for investors, including profit sharing or equity stakes.
- **Ownership Structure**: Proposed share distribution among partners.
#### **8. Appendices**
- **Supporting Documents**:
- **Market Research Data**: Reports or surveys.
- **Legal Documents**: Business licenses, incorporation papers.
- **Financial Statements**: Past financials if applicable.
- **Contracts and Agreements**: Preliminary agreements or contracts with suppliers, clients.
### **Additional Tips:**
1. **Professional Presentation**: Use charts, graphs, and visuals to make the projections easy to understand.
2. **Detailed Assumptions**: Clearly state the assumptions used for financial projections, such as growth rates, cost estimates, and sales forecasts.
3. **Executive Summary**: Ensure it’s compelling and summarizes the key points of the business and projections to grab attention quickly.
By providing a detailed and well-organized projection report, you can effectively communicate the potential of the business to potential partners, demonstrating the investment opportunity and potential returns.
### **Business Projection Report Format**
#### **1. Executive Summary**
- **Business Name**: [Name of the Business]
- **Location**: [Address]
- **Nature of Business**: [Brief description of the business]
- **Objective**: To attract new partners by showcasing the business potential and financial projections.
- **Total Investment Required**: [Amount]
- **Investment per Partner**: [Amount]
- **Ownership Structure**: [Proposed shareholding]
#### **2. Business Description**
- **Overview**: Description of the business, products or services offered.
- **Business Model**: How the business will make money (e.g., sales, subscriptions, etc.).
- **Unique Selling Proposition (USP)**: What makes your business different from competitors.
- **Vision and Mission**: Long-term goals and core values.
#### **3. Market Analysis**
- **Industry Overview**: Current trends and future outlook of the industry.
- **Target Market**: Detailed analysis of your target audience, including demographics and psychographics.
- **Competitor Analysis**: Key competitors, their strengths and weaknesses, and your competitive advantage.
- **Market Opportunity**: Size of the market and potential for growth.
#### **4. Financial Projections**
- **Revenue Projections**:
- **Sales Forecast**: Monthly or quarterly sales forecasts for the next 3-5 years.
- **Pricing Strategy**: Pricing of products or services.
- **Cost Estimates**:
- **Initial Setup Costs**: Equipment, renovations, licenses, etc.
- **Operational Costs**: Rent, salaries, utilities, etc.
- **Profit and Loss Statement**:
- **Revenue**: Expected income.
- **Cost of Goods Sold (COGS)**: Direct costs associated with production or service delivery.
- **Gross Profit**: Revenue minus COGS.
- **Operating Expenses**: Salaries, rent, marketing, etc.
- **Net Profit**: Gross profit minus operating expenses.
- **Cash Flow Statement**:
- **Cash Inflows**: Revenue from sales, investments.
- **Cash Outflows**: Operating expenses, capital expenditures.
- **Net Cash Flow**: Difference between inflows and outflows.
- **Break-Even Analysis**:
- **Fixed Costs**: Costs that don’t change with production volume.
- **Variable Costs**: Costs that vary with production volume.
- **Break-Even Point**: The point where total revenue equals total costs.
#### **5. Business Strategy**
- **Marketing Plan**: Strategies for attracting customers, promotional activities, advertising channels.
- **Sales Strategy**: Sales tactics, sales channels, and distribution methods.
- **Growth Strategy**: Plans for scaling the business, expanding product lines, or entering new markets.
#### **6. Risk Analysis**
- **Identified Risks**: Potential risks such as market risk, financial risk, operational risk.
- **Mitigation Strategies**: Plans to manage and reduce these risks.
#### **7. Investment Proposal**
- **Investment Opportunity**: Details on how much investment is needed and how it will be used.
- **Return on Investment (ROI)**: Expected returns for investors, including profit sharing or equity stakes.
- **Ownership Structure**: Proposed share distribution among partners.
#### **8. Appendices**
- **Supporting Documents**:
- **Market Research Data**: Reports or surveys.
- **Legal Documents**: Business licenses, incorporation papers.
- **Financial Statements**: Past financials if applicable.
- **Contracts and Agreements**: Preliminary agreements or contracts with suppliers, clients.
### **Additional Tips:**
1. **Professional Presentation**: Use charts, graphs, and visuals to make the projections easy to understand.
2. **Detailed Assumptions**: Clearly state the assumptions used for financial projections, such as growth rates, cost estimates, and sales forecasts.
3. **Executive Summary**: Ensure it’s compelling and summarizes the key points of the business and projections to grab attention quickly.
By providing a detailed and well-organized projection report, you can effectively communicate the potential of the business to potential partners, demonstrating the investment opportunity and potential returns.
13 August 2024
You can use excel for preparation of projections. With the help of formulae, it becomes easy
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