Description
Build a financial plan for your business and plan for your personal financial independence with our Financial Planning Tool Kit. These tools will help you achieve both your professional and personal financial success.
Tool Kit includes:
- One Page Business Plan: Documents in one page the key business planning criteria
- My FI Number Model: Our calculator provides you visibility into the financial independence number that you would need when exiting your business
- FI Diagram: Provides a simple diagram to list out your income streams and the amount of money you need to add to your investments to meet your annual living expenses. The additional investment amount is based on the percentage you expect to distribute annually from your investments
- 12 Month Basic Financial Model: Use this simple 12-month financial model to document your company’s budget and cash flow plan
- Sustainable Growth Rate template: This template provides you a methodology to calculate your company’s sustainable growth rate based on your current profitability and capital structure. Growing much faster than this number would likely require adding capital into the business
- Working Capital Requirement Calculator: This template provides a way for you to determine your working capital requirement necessary to run the business day-to-day without feeling a cash flow crunch. A number much lower than it could require adding capital through loans or equity to run the business
- Marginal Cash Flow Model: This provides a methodology to determine if your business is generating incremental positive cash flow as you grow your company
