Financial Business Plan
Project scope
Categories
Financial modeling Financial services Risk, audit and complianceSkills
financial planning financial software sales forecasting business strategies forecasting sales research break-even analysisWe are excited to be launching a new business, (name of business and brief description of what the company will do). With any launch, having a financial plan is one of the keys to success, and we would like to involve students in creating one for our new venture.
This will involve several different steps for the students, including:
- Learning about our business strategy from various employees to become familiar with our goals, mission, and products.
- Creating forecasts using Excel (or another financial software) for sales in the first year of operation as well as an income projection (conservative and aggressive).
- Working with our team to develop an expense budget.
- Conducting a break-even analysis timeline using financial projections.
- Reporting on projected assets and liabilities.
- Including visual comparisons such as graphs and charts to show the differences between the conservative and aggressive income projection.
By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):
- Completed a sales forecast and an income projection for the first year of operations.
- Conducted a break-even analysis using the sales forecast and expense budget.
- Analyzed projected assets and liabilities our company will have in the first year of operations.
- Included extra visuals in the report to help us understand the differences between the conservative and aggressive income projections.
Final deliverables:
- A final report including a sales forecast, income projection, expense budget, break-even point, assets, liabilities, as well as any calculations and assumptions used.
- A 30-minute presentation explaining all research and findings from the report.
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- What does our company do?
- Where will we be located? Who is our target audience?
- How much money do we have to start? How much are we seeking from investors?
- What type of expenses are we anticipating?
About the company
4C's of Design and Build Ltd provides start-to-finish Construction project management services for all our clients. To guarantee the projectβs success for all parties involved, we will assign you a single point of contact who can organize all stages, teams, maintenance, and material planning.
The development teamβs construction project management services will optimize every area of your development, from the first site evaluation and feasibility to the final cleaning and occupancy changeover. They will operate as your single point of contact for all building, maintenance, and service requirements, serving as the go-between for you and our numerous teams of highly qualified millwork, construction, and service employees.
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