Work with this financial model to create the key financial statements for your business. The model includes everything you need in its five tabs: a revenue worksheet, staffing worksheet, and expense worksheet as well as an income statement and a cash flow statement. Be sure to save at lease a couple versions after downloading, so that you play with and evaluate different scenarios for your business. Watch a complete walk-through of the Financial Model in the video, “Revenue Model Walk-Through.” Additionally, be sure to watch the group of videos in “The Financial Primer,” which will give you a foundation in business finances.

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The Marketing Action Plan Prep Worksheet prepares you for creating your positioning statement, a part of your business plan, pitch, and your communication with partners, staff, stakeholders, and investors. This hands-on worksheet and is explained in detail in the video, “Build a Marketing Plan Workshop.”

The Marketing Thought Leadership Prep Worksheet prepares you for creating your positioning statement, a part of your business plan, pitch, and your communication with partners, staff, stakeholders, and investors. This hands-on worksheet and is explained in detail in the video, “Be a Thought Leader Workshop.”

For an example of how a business with straight line revenue does its financials, check out this completed financial model for our example business, ABC Company. This model is also instructive for anyone whose business doesn’t fit into any other model.