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Examples of business plan reports

examples of business plan reports

Business Plan - Lloyds Bank

State - Sample University Wright Report

Examples Business Plan

by Felicia Greene
A company's financial reports communicate business trends to managers and shareholders.

A company's financial reports communicate business trends to managers and shareholders.

Photos.com/Photos.com/Getty Images

A company's often-diverse business activities, combined with changing marketplace characteristics, frequently make it difficult to create an accurate picture of the business's financial and operational health. The business's managers may find it especially difficult to move beyond day-to-day operations to obtain a larger picture of the company's status. Structured reports help provide this information so the business can make decisions about financing, investment, market expansion and other business opportunities.

Competitive Analysis

A company's competitive analysis provides a snapshot of the business compared with its marketplace competitors. The table-format analysis targets identifiable factors such as products, sales strategies, credit practices and advertising. The competitive analysis also names conceptual variables, such as company reputation, reliability and appearance. Designate each factor as a strength or weakness for your business and evaluate the same factor for your competitors. Cumulatively, this data provides a multifaceted picture of your marketplace's players. The analysis enables you to identify your areas of excellence as well as functions that would benefit from improvement.

Cash Flow Statements

A business's cash flow represents its lifeblood, as the cash flow reflects the company's sources and uses of its funds over a specified time period. The cash flow statement shows net receipts from general business operations, such as cash sales to customers. Employee salaries and supplier payments also contribute to operational cash flow data. Net cash flow from external financing activities, such as common stock sales and loan term changes, represents another important component. Net cash flow from equipment acquisition or sale reflects a firm's optional investment activities. The firm compares the net change in marketable securities and cash, cumulatively caused by variance in other statement components over a certain time period, to verify that the figures match the cash change figures on the balance sheet for the same period.

Balance Sheets

A company's balance sheet lists the business's aggregate asset dollars. Common assets include company-owned equipment, inventory, vehicles and cash on hand. Assets also include intangible components, such as product trademarks and registered patents. In contrast, liabilities show a company's cumulative indebtedness to other entities. Examples include bank loans, building rent and tax expenses. Shareholders' equity, also called owners' equity, represents the dollar value that would remain after the business sold its assets to retire its liabilities. In general accounting terms, total assets' value must equal the sum total of the liabilities and shareholders' equity.

Annual Reports

Companies publish and distribute annual reports that summarize the prior year's business climate, company operational results and projections for the following year. Annual reports typically include industry descriptions and discussion of the company's operations segments. Independently audited financial statements, along with management's statement analysis and posting of the previous two years' statement results, help to round out the annual report. Since 1934, the United States Securities and Exchange Commission has required publicly owned companies to file annual reports. For-profit and nonprofit firms file these reports regularly.

About the Author

Based in North Carolina, Felicia Greene has written professionally since 1986. Greene edited sailing-related newsletters and designed marketing programs for the New Bern, N.C. "Sun Journal" and New Bern Habitat ReStore. She earned a Bachelor of Science in business administration from the University of Baltimore.

Photo Credits

  • Photos.com/Photos.com/Getty Images
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  1. Fecomebololej

    Have you ever seen the business plan for that company? They get in actual trouble for not being that extra.

  2. Bogenuwew

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  11. Huwevopipuko

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  12. Basixayo

    Most small business makes a lot less than the 1% and will see small if any benefit from your tax plan compared to large corporations

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