MODUL E 3 ( PA RT 2 )

PRICIN G A TING AND

N D C O S
D O C U M E N T S
SUPPORTING
T S A N D A P PE N D I C E S
IA L S TAT E M E N
FIN A N C
LESSON OBJECTIVES:
•forecast the revenues of the business;
•forecast the cost to be incurred;
•compute for profits;
•create a company’s projected financial statements; and
•create the Appendices/Appendix section of the business
plan.
provide information
about the financial
position, performance and
changes in financial
position of an enterprise
that is useful to a wide
range of users in making
economic decisions.
is the income that a
business has from its
normal business
activities, usually
from the sale of
goods and services to
customers.
APPENDICES/APPENDIX
•used to provide supporting
documentation for key
components in your business
plan, such as financial
statements or market research.
 HERE ARE SOME OF THE
DOCUMENTS YOU MIGHT
THINK TO INCLUDE IN YOUR
BUSINESS PLAN APPENDIX
 •SUPPLEMENTARY
INFORMATION - you can
include additional information
to support and expand
whatever you have mentioned
in other sections of your
business plan.
•Charts, graphs, and tables
•Marketing material
•Market research
•Competitor information
•Illustrations of products
•Property designs
•LEGAL DOCUMENTS- •Incorporation papers
You can include documents
that are relevant or act as
• Licenses, permits, patents, and
trademarks
evidence of the information
or claims present in your •Important contracts
business plan. •Pending contracts
•Leases and rental agreements
•Vendor/supplier agreements
•Equipment documentation
•ORGANIZATIONAL
AND PERSONNEL
DETAILS - include your
organizational process and
details of the people involved
in your company.
•Organizational chart
•Executive members’ resume
•Affiliates such as attorneys,
accountants, etc.
•Details of your key
employees and their roles
 •ADDITIONAL •List of assets within the
FINANCIAL business
DOCUMENTS - include •Credit history
some exclusive documents •Tax returns
for your investors and banks.
•Spreadsheets of financial
projections
•ACHIEVEMENTS, •Media and press clippings
TESTIMONIALS, AND •Customer or expert
NEWS STORIES - endorsements
include information that •Awards and achievements
advocates your company’s
credibility.
ACTIVITY 3: GROUP ACTIVITY

•Create your company’s Sales and Marketing

Management , the projected financial statement
for 2 days and the Appendices/Appendix.
•Same format applies.