This document provides information on how to build a financial plan. It begins with an introduction to the presenter and their company De Wert, which has supported entrepreneurs since 1959. The document then outlines the basics of a business plan, including why entrepreneurs should create one. Financial plans help companies secure funding from banks and investors and improve their chances of success and growth. The document provides templates for a business plan and financial plan and encourages entrepreneurs to compare their financial forecasts to actual results to allow timely adjustments. It concludes by asking if attendees now feel able to prepare a financial plan for their own business.

1. How To Build
A Financial Plan?
by
Jürgen van de Sande
21 September 2016

2. Let’s introduce myself
Jürgen van de Sande AA
accountant partner
starting companies and growers SMEs
annual reports, fiscal declarations
finance, structure/organization, acquisition
dwo and accountancy departments

3. OUR VISION
An entrepreneur’s life is full of important events. Like starting
your company, growing or downsizing, cooperating or ending
your business. Each and every choice you make will affect the
future of your company.
De Wert is your partner of choice. We have been supporting
entrepreneurs since 1959 with accountancy, tax and HR advice,
payroll and administrative services. Therefore, no matter what
phase your company is in: rest assured with De Wert.
Introduction De Wert

4. The first step is the hardest …

5. Little ones grow

6. Sometimes it hurts to let go

7. Program
• Basics for a business plan
 You entrepreneur!
 Why should you?
 Where do you find a template?
• Get started on your financial plan
 Template
 Excercise

8. Basics for
a business plan

9. You entrepreneur!
• From business idea to business concept
• Entrepreneurial skills
• My business idea (one-pager)
• Market plan of the entrepreneur
• Communication plan of the entrepreneur
• Financial plan of the entrepreneur

10. You entrepreneur!
Market

11. Why should you?
• Banks
 Risk of defaults
 Ability to repay loan and interest
• Venture capitalists
 Initial investment
 Feasibility
 Exit valuation

12. Why should you?
• Companies with a (business) plan grow faster and are more
sucessful.
• Compare your forecast with actual results frequently to adjust …
on time

13. 16 months late…

14. Where do you find a template?
• Template for business plan and financial plan (in Dutch):
https://qredits.nl/ondernemerstools/ondernemingsplansjabloon/
• Template for business plan Chamber of Commerce (in English):
http://www.kvk.nl/download/Download%20businessplan_tcm73-
214600_tcm14-268816.doc

15. Get started on
your financial plan!

16. Template
Executive summary:
a short summary about
who you are,
what your company does and
why you need finance

17. Template
Internal and external analyse:
Business description
Business environment analysis
Competitors
SWOT analysis

18. Template
Marketing mix:
Product
Price
Promotion
Place
Personnel
Panda or Porsche

19. Template
Market details and estimation own sales:
Total market
Your market share
Your net turnover
Your gross margin

20. Template
Exploitation expenses:
Personnel expenses
Housing expenses
Selling expenses
Car and transport expenses
General expenses
Financial income and expense

21. Template
WHEN WRITING THE
BUSINESS PLAN,
THINK OF THE
CONSEQUENCES FOR
THE FINANCIAL PLAN

22. Template

23. Template

24. Excercise
• To excel and 14 columns paper

25. … are you able to prepare
a financial plan for your
own business now?
So …

26. Questions?