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How to Prepare a Financial Plan for Startup Business (w/ example)

Free Financial Statements Template

Ajay Jagtap

• December 7, 2023

13 Min Read

If someone were to ask you about your business financials, could you give them a detailed answer?

Let’s say they ask—how do you allocate your operating expenses? What is your cash flow situation like? What is your exit strategy? And a series of similar other questions.

Instead of mumbling what to answer or shooting in the dark, as a founder, you must prepare yourself to answer this line of questioning—and creating a financial plan for your startup is the best way to do it.

A business plan’s financial plan section is no easy task—we get that.

But, you know what—this in-depth guide and financial plan example can make forecasting as simple as counting on your fingertips.

Ready to get started? Let’s begin by discussing startup financial planning.

What is Startup Financial Planning?

Startup financial planning, in simple terms, is a process of planning the financial aspects of a new business. It’s an integral part of a business plan and comprises its three major components: balance sheet, income statement, and cash-flow statement.

Apart from these statements, your financial section may also include revenue and sales forecasts, assets & liabilities, break-even analysis , and more. Your first financial plan may not be very detailed, but you can tweak and update it as your company grows.

Key Takeaways

• Realistic assumptions, thorough research, and a clear understanding of the market are the key to reliable financial projections.
• Cash flow projection, balance sheet, and income statement are three major components of a financial plan.
• Preparing a financial plan is easier and faster when you use a financial planning tool.
• Exploring “what-if” scenarios is an ideal method to understand the potential risks and opportunities involved in the business operations.

Why is Financial Planning Important to Your Startup?

Poor financial planning is one of the biggest reasons why most startups fail. In fact, a recent CNBC study reported that running out of cash was the reason behind 44% of startup failures in 2022.

A well-prepared financial plan provides a clear financial direction for your business, helps you set realistic financial objectives, create accurate forecasts, and shows your business is committed to its financial objectives.

It’s a key element of your business plan for winning potential investors. In fact, YC considered recent financial statements and projections to be critical elements of their Series A due diligence checklist .

Your financial plan demonstrates how your business manages expenses and generates revenue and helps them understand where your business stands today and in 5 years.

Makes sense why financial planning is important to your startup, doesn’t it? Let’s cut to the chase and discuss the key components of a startup’s financial plan.

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Key Components of a Startup Financial Plan

Whether creating a financial plan from scratch for a business venture or just modifying it for an existing one, here are the key components to consider including in your startup’s financial planning process.

Income Statement

An Income statement , also known as a profit-and-loss statement(P&L), shows your company’s income and expenditures. It also demonstrates how your business experienced any profit or loss over a given time.

Consider it as a snapshot of your business that shows the feasibility of your business idea. An income statement can be generated considering three scenarios: worst, expected, and best.

Your income or P&L statement must list the following:

• Cost of goods or cost of sale
• Gross margin
• Operating expenses
• Revenue streams
• EBITDA (Earnings before interest, tax, depreciation , & amortization )

Established businesses can prepare annual income statements, whereas new businesses and startups should consider preparing monthly statements.

Cash flow Statement

A cash flow statement is one of the most critical financial statements for startups that summarize your business’s cash in-and-out flows over a given time.

This section provides details on the cash position of your business and its ability to meet monetary commitments on a timely basis.

Your cash flow projection consists of the following three components:

✅ Cash revenue projection: Here, you must enter each month’s estimated or expected sales figures.

✅ Cash disbursements: List expenditures that you expect to pay in cash for each month over one year.

✅ Cash flow reconciliation: Cash flow reconciliation is a process used to ensure the accuracy of cash flow projections. The adjusted amount is the cash flow balance carried over to the next month.

Furthermore, a company’s cash flow projections can be crucial while assessing liquidity, its ability to generate positive cash flows and pay off debts, and invest in growth initiatives.

Balance Sheet

Your balance sheet is a financial statement that reports your company’s assets, liabilities, and shareholder equity at a given time.

Consider it as a snapshot of what your business owns and owes, as well as the amount invested by the shareholders.

This statement consists of three parts: assets , liabilities, and the balance calculated by the difference between the first two. The final numbers on this sheet reflect the business owner’s equity or value.

Balance sheets follow the following accounting equation with assets on one side and liabilities plus Owner’s equity on the other:

Here is what’s the core purpose of having a balance-sheet:

• Indicates the capital need of the business
• It helps to identify the allocation of resources
• It calculates the requirement of seed money you put up, and
• How much finance is required?

Since it helps investors understand the condition of your business on a given date, it’s a financial statement you can’t miss out on.

Break-even Analysis

Break-even analysis is a startup or small business accounting practice used to determine when a company, product, or service will become profitable.

For instance, a break-even analysis could help you understand how many candles you need to sell to cover your warehousing and manufacturing costs and start making profits.

Remember, anything you sell beyond the break-even point will result in profit.

You must be aware of your fixed and variable costs to accurately determine your startup’s break-even point.

• Fixed costs: fixed expenses that stay the same no matter what.
• Variable costs: expenses that fluctuate over time depending on production or sales.

A break-even point helps you smartly price your goods or services, cover fixed costs, catch missing expenses, and set sales targets while helping investors gain confidence in your business. No brainer—why it’s a key component of your startup’s financial plan.

Having covered all the key elements of a financial plan, let’s discuss how you can create a financial plan for your startup.

How to Create a Financial Section of a Startup Business Plan?

1. determine your financial needs.

You can’t start financial planning without understanding your financial requirements, can you? Get your notepad or simply open a notion doc; it’s time for some critical thinking.

Start by assessing your current situation by—calculating your income, expenses , assets, and liabilities, what the startup costs are, how much you have against them, and how much financing you need.

Assessing your current financial situation and health will help determine how much capital you need for your startup and help plan fundraising activities and outreach.

Furthermore, determining financial needs helps prioritize operational activities and expenses, effectively allocate resources, and increase the viability and sustainability of a business in the long run.

Having learned to determine financial needs, let’s head straight to setting financial goals.

2. Define Your Financial Goals

Setting realistic financial goals is fundamental in preparing an effective financial plan. So, it would help to outline your long-term strategies and goals at the beginning of your financial planning process.

Let’s understand it this way—if you are a SaaS startup pursuing VC financing rounds, you may ask investors about what matters to them the most and prepare your financial plan accordingly.

However, a coffee shop owner seeking a business loan may need to create a plan that appeals to banks, not investors. At the same time, an internal financial plan designed to offer financial direction and resource allocation may not be the same as previous examples, seeing its different use case.

Feeling overwhelmed? Just define your financial goals—you’ll be fine.

You can start by identifying your business KPIs (key performance indicators); it would be an ideal starting point.

3. Choose the Right Financial Planning Tool

Let’s face it—preparing a financial plan using Excel is no joke. One would only use this method if they had all the time in the world.

Having the right financial planning software will simplify and speed up the process and guide you through creating accurate financial forecasts.

Many financial planning software and tools claim to be the ideal solution, but it’s you who will identify and choose a tool that is best for your financial planning needs.

Create a Financial Plan with Upmetrics in no time

Enter your Financial Assumptions, and we’ll calculate your monthly/quarterly and yearly financial projections.

Start Forecasting

4. Make Assumptions Before Projecting Financials

Once you have a financial planning tool, you can move forward to the next step— making financial assumptions for your plan based on your company’s current performance and past financial records.

You’re just making predictions about your company’s financial future, so there’s no need to overthink or complicate the process.

You can gather your business’ historical financial data, market trends, and other relevant documents to help create a base for accurate financial projections.

After you have developed rough assumptions and a good understanding of your business finances, you can move forward to the next step—projecting financials.

5. Prepare Realistic Financial Projections

It’s a no-brainer—financial forecasting is the most critical yet challenging aspect of financial planning. However, it’s effortless if you’re using a financial planning software.

Upmetrics’ forecasting feature can help you project financials for up to 7 years. However, new startups usually consider planning for the next five years. Although it can be contradictory considering your financial goals and investor specifications.

Following are the two key aspects of your financial projections:

Revenue Projections

In simple terms, revenue projections help investors determine how much revenue your business plans to generate in years to come.

It generally involves conducting market research, determining pricing strategy , and cash flow analysis—which we’ve already discussed in the previous steps.

The following are the key components of an accurate revenue projection report:

• Market analysis
• Sales forecast
• Pricing strategy
• Growth assumptions
• Seasonal variations

This is a critical section for pre-revenue startups, so ensure your projections accurately align with your startup’s financial model and revenue goals.

Expense Projections

Both revenue and expense projections are correlated to each other. As revenue forecasts projected revenue assumptions, expense projections will estimate expenses associated with operating your business.

Accurately estimating your expenses will help in effective cash flow analysis and proper resource allocation.

These are the most common costs to consider while projecting expenses:

• Fixed costs
• Variable costs
• Employee costs or payroll expenses
• Operational expenses
• Marketing and advertising expenses
• Emergency fund

Remember, realistic assumptions, thorough research, and a clear understanding of your market are the key to reliable financial projections.

6. Consider “What if” Scenarios

After you project your financials, it’s time to test your assumptions with what-if analysis, also known as sensitivity analysis.

Using what-if analysis with different scenarios while projecting your financials will increase transparency and help investors better understand your startup’s future with its best, expected, and worst-case scenarios.

Exploring “what-if” scenarios is the best way to better understand the potential risks and opportunities involved in business operations. This proactive exercise will help you make strategic decisions and necessary adjustments to your financial plan.

7. Build a Visual Report

If you’ve closely followed the steps leading to this, you know how to research for financial projections, create a financial plan, and test assumptions using “what-if” scenarios.

Now, we’ll prepare visual reports to present your numbers in a visually appealing and easily digestible format.

Don’t worry—it’s no extra effort. You’ve already made a visual report while creating your financial plan and forecasting financials.

Check the dashboard to see the visual presentation of your projections and reports, and use the necessary financial data, diagrams, and graphs in the final draft of your financial plan.

Here’s what Upmetrics’ dashboard looks like:

8. Monitor and Adjust Your Financial Plan

Even though it’s not a primary step in creating a good financial plan, it’s quite essential to regularly monitor and adjust your financial plan to ensure the assumptions you made are still relevant, and you are heading in the right direction.

There are multiple ways to monitor your financial plan.

For instance, you can compare your assumptions with actual results to ensure accurate projections based on metrics like new customers acquired and acquisition costs, net profit, and gross margin.

Consider making necessary adjustments if your assumptions are not resonating with actual numbers.

Also, keep an eye on whether the changes you’ve identified are having the desired effect by monitoring their implementation.

And that was the last step in our financial planning guide. However, it’s not the end. Have a look at this financial plan example.

Startup Financial Plan Example

Having learned about financial planning, let’s quickly discuss a coffee shop startup financial plan example prepared using Upmetrics.

Important Assumptions

• The sales forecast is conservative and assumes a 5% increase in Year 2 and a 10% in Year 3.
• The analysis accounts for economic seasonality – wherein some months revenues peak (such as holidays ) and wanes in slower months.
• The analysis assumes the owner will not withdraw any salary till the 3rd year; at any time it is assumed that the owner’s withdrawal is available at his discretion.
• Sales are cash basis – nonaccrual accounting
• Moderate ramp- up in staff over the 5 years forecast
• Barista salary in the forecast is $36,000 in 2023.
• In general, most cafes have an 85% gross profit margin
• In general, most cafes have a 3% net profit margin

Projected Balance Sheet

Projected Cash-Flow Statement

Projected Profit & Loss Statement

Break Even Analysis

Start Preparing Your Financial Plan

We covered everything about financial planning in this guide, didn’t we? Although it doesn’t fulfill our objective to the fullest—we want you to finish your financial plan.

Sounds like a tough job? We have an easy way out for you—Upmetrics’ financial forecasting feature. Simply enter your financial assumptions, and let it do the rest.

So what are you waiting for? Try Upmetrics and create your financial plan in a snap.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

Frequently Asked Questions

How often should i update my financial projections.

Well, there is no particular rule about it. However, reviewing and updating your financial plan once a year is considered an ideal practice as it ensures that the financial aspirations you started and the projections you made are still relevant.

How do I estimate startup costs accurately?

You can estimate your startup costs by identifying and factoring various one-time, recurring, and hidden expenses. However, using a financial forecasting tool like Upmetrics will ensure accurate costs while speeding up the process.

What financial ratios should startups pay attention to?

Here’s a list of financial ratios every startup owner should keep an eye on:

• Net profit margin
• Current ratio
• Quick ratio
• Working capital
• Return on equity
• Debt-to-equity ratio
• Return on assets
• Debt-to-asset ratio

What are the 3 different scenarios in scenario analysis?

As discussed earlier, Scenario analysis is the process of ascertaining and analyzing possible events that can occur in the future. Startups or businesses often consider analyzing these three scenarios:

• base-case (expected) scenario
• Worst-case scenario
• best case scenario.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Startup Pitch Deck: the Financial Plan Slide [+ Examples]

• September 12, 2022
• Pitch deck , Tutorials

Did you know that the financial plan slide is where investors spend the more time when looking at a pitch deck? So make sure to include in your pitch deck a strong financial plan slide to show investors how big and profitable your business will be. Let’s dive in!

In this  series of articles  we show you how to create a stunning pitch deck for your startup.

The Financial plan slide explained

Along with your product and the team slide, this slide is undeniably in the top 3 of the most important slides. Unfortunately, many startups overlook the importance of financial projections in their pitch deck.

Interestingly, the financial plan slide is where investors spend the more time . And there is a good reason for that: they are looking for a 10x to 20x return on investment.

Your projected financials are the first step for an investor to create their own financial projections of your business, and eventually decide whether investing in your startup is worth it or not.

The lack of financial projections is a big turn off for 2 reasons:

• Investors don’t have time to create projections from scratch when they review your pitch deck for the first time (as you’re probably not the only pitch deck they’re reviewing)
• Do not expect investors to make up their own plan for your startup if you haven’t . As CEO, founder or entrepreneur alike, you should have a clear idea of where you are going. If you don’t, how can investors be confident you know what you’re doing?

What level of detail should I include in my financial plan slide?

As rule of thumb, the more advanced your startup is, the more granularity you should include here. Pre-seed startups might keep it short (1 slide) yet we recommend seed and Series A+ startups to include 2 slides instead.

The financials and metrics you should include here depends on the type of business you have. Have a look at our article here for more details on what financials and metrics you should include.

And if your startup falls into one of the following categories, be sure to read our dedicated articles on the most important metrics you should know:

• SaaS / Enterprise SaaS
• Marketplace

Expert-built financial model templates for tech startups

Should you present 3 or 5-year forecasts?

The number of years you should present in your pitch deck depends on the type of investors you are pitching, and indirectly on the stage your business is.

As a rule of thumb, the longer the projected period the better. It shows investors you have not just thought about the near future, but also your long term plan.

That being said, we all know startups have an inherent high level of risk, and as such their projections are likely not to be fully accurate. This is especially true for early stage businesses, and the outer years (years 3 to 5).

For that reason,  early stage startups should have a 3-year financial plan in their pitch deck . Especially if you are pre-revenues and raising for Seed or pre-Seed funding, investors who will accept to fund your business will focus mostly on the near-term as they are taking a higher risk to invest early on. Still, there is no harm in preparing 5-year forecasts instead, as some investors might ask for it.

In comparison, later stage startups (post revenues, Series A or later) must include a 5-year financial model instead , as they already have decent financial and metrics, and as such, their financial projections are based on verified assumptions and therefore more reliable (so is the future).

Pitch Deck Financial plan slide examples

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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Financial Planning of a Company

Financial planning of a company presentation, free google slides theme and powerpoint template.

Effective financial planning is essential for the long-term success of any company. To ensure that your business stays on track, it is crucial to have a solid framework in place for managing your finances. Investing in a Google Slides or PPT template specifically designed for financial planning can provide you with the structure you need to make informed decisions and stay on top of your budget. With the use of this professional and convincing template, you can engage your team, shareholders, and investors and present your financial strategy with clarity, precision, and confidence!

Features of this template

• 100% editable and easy to modify
• 35 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the resources used

How can I use the template?

Am I free to use the templates?

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Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

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5 Essential Tips for a Winning Business Financial Plan Presentation That Attracts Investors!

Stepping into the spotlight with your business financial plan presentation, ready to captivate potential investors, can be a game-changer for your business. It’s the moment where numbers meet narrative, where your financial acumen aligns with your entrepreneurial vision. Crafting a winning presentation that not only informs but also inspires investors requires more than just data; it demands strategy, storytelling, and a deep understanding of what makes investors tick.

In this article, we’re diving into the world of impactful business financial plan presentations, unveiling five essential tips that will transform your financial data into a compelling investment story. Whether you’re a seasoned entrepreneur or a startup enthusiast, these insights will equip you with the tools to create a presentation that resonates with investors and lays the groundwork for your business’s success.

Table of Contents

1. understand your audience.

Before you even start crafting your presentation, take a moment to understand who your investors are. Different investors have different priorities – while some may be looking for long-term growth, others might be interested in quick returns. Tailor your presentation to address their specific interests and concerns. Remember, your goal is to connect with them, not just present to them.

2. Tell a Story with Your Numbers

Numbers are crucial, but without context, they’re just digits on a screen. Your financial data tells a story – the journey of your business, its growth potential, and its resilience. Structure your presentation like a narrative, with a clear beginning (where your business stands now), middle (projected growth and how you plan to achieve it), and end (the future vision and profitability). Use analogies and metaphors to make complex financial concepts more relatable.

• For Expert Financial Insights And Guidance, You Can Visit Our Sister Site – ArabsGeek.com Now!
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3. Highlight Key Financial Metrics

Investors want to see that you have a firm grasp of key financial metrics such as cash flow, profit margins, revenue projections, and break-even analysis. Be transparent and realistic with these figures. Use visual aids like graphs and charts to make this data easily digestible. But don’t overwhelm them – focus on the metrics that are most relevant to your business model and growth strategy .

4. Showcase Your Unique Value Proposition

What sets your business apart? Investors are bombarded with pitches, so you need to clearly articulate what makes your business unique and why it’s a good investment. This could be your innovative product, a strong leadership team, a growing market demand, or your competitive edge. Your unique value proposition should be the heart of your presentation.

5. Prepare for Tough Questions

A winning presentation doesn’t end with the last slide. Be prepared for a Q&A session. Investors will likely probe deeper into your financials, question your assumptions, and test your understanding of the market. Practice answering tough questions beforehand. Your ability to respond with confidence and clarity can significantly strengthen your credibility.

A successful business financial plan presentation goes beyond showcasing numbers – it’s about building trust, demonstrating knowledge, and painting a vision that excites investors. By understanding your audience, weaving a compelling story, focusing on key metrics, highlighting your unique value, and preparing for questions, you can create a presentation that not only stands out but also wins over investors.

Frequently Asked Questions

Q1: how long should my business financial plan presentation be.

A: Aim for brevity and clarity. A typical investor presentation should be around 10-15 minutes, followed by a Q&A session.

Q2: Can I use technical jargon in my presentation?

A: While it’s important to be accurate, avoid overusing technical jargon that might confuse your audience. Explain complex concepts in simple terms.

Q3: How important are visuals in my presentation?

A: Visuals are extremely important. They can help break down complex information and keep the audience engaged. Ensure they are clear, professional, and relevant.

Q4: Should I include information about competitors in my presentation?

A: Yes, demonstrating awareness of your competition and how your business differentiates itself can be a strong point in your favor.

Q5: How can I practice and improve my presentation skills?

A: Practice your presentation multiple times, preferably in front of a test audience like mentors or peers. Seek feedback and work on areas like your delivery, timing, and handling of questions.

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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How to Make a Business Plan Presentation? Guide & Examples

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business. 

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Company Profile

Market analysis, customer profiles, marketing and sales strategies.

• Organizational Structure And Management

Services And Products

Financial plan, executive summary.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market. 

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition. 

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans. 

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are. 

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture. 

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs. 

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan. 

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business. 

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model. 

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking. 

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables. 

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Top 10 slides you need for a business plan presentation

You need at least ten slides to present your idea effectively. Covering one topic in each slide is more appealing as it helps the audience counter questions after each slide. Here are the top 10 slides you can add to the plan presentation:

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo,  slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves. 

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step. 

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market?  How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment. 

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible. 

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout. 

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital. 

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors. 

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.  

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable. 

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall. 

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics. 

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates? 

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow. 

Here is a list of some of the best and most used templates from SlideUpLift:

• Executive Summary Templates For PowerPoint & Google Slides
• Project Management Presentations Collection PowerPoint Template
• Roadmap Templates For PowerPoint & Google Slides
• 30 60 90 Day Plan Collection For PowerPoint
• List Templates Collection For PowerPoint  
• Business Planning Isometric PowerPoint Template
• One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model. 

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you. 

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner. 

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. 

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project. 

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential. 

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

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35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

Big numbers and data play an important role in every financial PowerPoint presentation. It’s how you validate and prove your claims.

But the way you present the data in your PowerPoint slides is the key to delivering a successful presentation.

Whether it’s a pitch deck for a financial project, a yearly financial report, or promoting a finance consulting firm, your presentation slides need to be designed in a way that makes your statements and data easy to understand.

Of course, not everyone has the time or the experience to design over-the-top presentations. And thanks to pre-made PowerPoint templates, you don’t have to.

We handpicked a collection of financial PowerPoint presentation examples that you can use to find inspiration for your slideshow designs. The best part is you can download these templates to make amazing finance presentations within minutes. Have a look.

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Investor – Financial Consulting PowerPoint Template

This PowerPoint template is designed with financial consulting firms and agencies in mind. It’s perfect for making presentations for showcasing your business as well as for promoting your services. The template includes 30 unique slide layouts with useful designs including pricing tables, charts, editable graphics, and more.

Financial Pitch – PowerPoint Presentation Template

If you’re working on a pitch deck design for presenting a financial project, you can take inspiration from this PowerPoint template. It includes 30 must-have slides for every pitch deck presentation. And you can easily download and customize each slide to make your own pitch decks as well.

Financy – Financial PowerPoint Template

Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more. You’ll also find editable graphics, device mockups, and charts for making your presentations more convincing.

Investment & Financial Consulting PowerPoint Template

Making slides with a clean and minimal design makes it easier to give more attention to the text, quotes, and data in a presentation. This PowerPoint template is designed with that goal in mind. It features 32 different slides with clean designs. The slides also include editable graphics, image placeholders, and more.

Dashi – Financial Dashboard PowerPoint Template

If you want to create financial dashboard slides to showcase data and statistics in visual form, this template will come in handy. Dashi is a PowerPoint template that features a collection of financial dashboard layouts. Each slide in the template has fully customizable charts and graphs for showcasing data with attractive designs.

Sales Planning – Free Finance PowerPoint Template

This is a free PowerPoint template you can use to create presentations related to the sales planning process. It gives you 35 different slides to choose from to create powerful and effective presentations. It also features charts, graphs, and infographics as well.

Financo – Financial Technology PowerPoint Template

Financo is a modern PowerPoint template you can use to craft presentations related to finance and technology. It comes with 25 different slides with colorful and highly visual designs. You can easily edit them to change colors, fonts, and images too.

Finance Company PowerPoint Template

This PowerPoint template is made for financial companies. It has 20 unique slides you can use to make various types of presentations for financial reports and monthly meetings. The template has master slides and image placeholders as well.

Fintech Finance PowerPoint Template

You can use this PowerPoint template to design presentations for fintech startups and businesses. There are 40 different slides in this template that come in both light and dark color themes. They include editable graphics and changeable colors.

Coins – Finance PowerPoint Template

This PowerPoint template includes a set of professional slides that are ideal for making corporate finance presentations. It has 30 different slides that have modern and simple designs. The slides are available in 3 different color themes and in light and dark versions.

Financial Meeting Free PowerPoint Template

This is a free PowerPoint template you can use to create attractive presentations for your financial meetings. There are 20 slides included in this template and it comes in Google Slides format too.

Fintech – Payment Finance PowerPoint Template

Just as the title suggests, this PowerPoint template is made with fintech startups and businesses in mind. It has a modern and attractive design you can leverage to create attention-grabbing slideshows to talk about finance tech topics.

Investment – Finance PowerPoint Template

This PowerPoint template has the perfect design for making presentations for investment-related topics. There are 30 unique slides in this template with fully editable layouts, changeable colors, image placeholders, and more.

PerfectPitch – Investor Pitch Deck Powerpoint Template

The colorful design and its sleek layouts make this PowerPoint template a great choice for creating pitch decks for finance-related projects. It includes 40 unique slides with editable graphics and free fonts.

Finova – Financial & Business PowerPoint Template

A bold and professional PowerPoint template for creating business and finance presentations. This template comes with more than 27 unique slides with master slides, free icons, and editable graphics.

Tax Agency – Free Finance PowerPoint Template

Download this PowerPoint template for free to create slideshows for all kinds of tax-related presentations. It includes 21 different slides with colorful designs and an icon pack with 500 icons.

Financial & Data Consulting Free PowerPoint Template

This PowerPoint template includes a complete toolkit for creating presentations for financial consulting firms. In addition to its unique style of slide design, this template comes with a total of 51 slides full of editable graphics and icons.

Finance Pitch Deck PowerPoint Template

Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financial plans in an attractive way. You can choose from 30 different slide layouts to create various types of financial pitch presentations.

Finzo – Finance PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related businesses. The template has 30 slides with fully customizable layouts, editable graphics, image placeholders, as well as master slide layouts.

Alaza – Financial PowerPoint Templates

This PowerPoint template comes with a creative layout that allows you to make presentations for financial consulting firms and agencies. It includes a total of 40 slide designs with editable colors, vector icons, device mockups, master slides, and vector graphics. You can also change the images and fonts to your preference as well.

Apollo – Modern Finance PowerPoint Template

Apollo is another colorful finance PowerPoint template that comes with slides full of gradient colors. The creative and colorful design of these slides will surely help make your presentations stand out from the crowd. It includes 40 slides with fully customizable layouts as well as editable graphics, image placeholders, and more.

Profit & Loss – Finance PowerPoint Infographics Slides

This slides template pack is a must-have for showcasing your data in visual form. It includes 33 different infographic slides you can use to create charts and graphs for presenting statistics on profits and losses. Each slide is available in 12 different color schemes and you can also change colors and text with just a few clicks.

Microfinance – Free Financial PowerPoint Template

Just as the name suggests, this free PowerPoint template is designed with microfinance presentations in mind. It includes 12 different slide layouts that you can easily customize to create your own beautiful presentations.

Finance & Investment – Free PowerPoint Template

With 25 different slides to choose from, this free PowerPoint template includes everything you need to design an effective presentation for your financial meetings and events. Each slide can be easily customized to your preference as well.

Financial Report PowerPoint Presentation Template

Creating financial reports usually involves lots of diagrams, pie charts, and timelines. The good news is this PowerPoint template has them all and more for creating effective financial report presentations. It includes a total of 130 slide designs that are available in 50 different XML color themes, as well as light and dark designs.

Finanza – Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses. It lets you choose from 45 different slide layouts that include changeable colors, editable vector graphics, image placeholders, and more.

Fund Investing Finance PowerPoint Template

If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for you. It features lots of highly visual and colorful slides for showcasing stats and data in creative ways. There are 65 different slide designs included in this template.

FINCASH – Finance & Consulting PowerPoint Template

Fincash is a PowerPoint template made with modern finance consulting firms in mind. It features a set of beautiful slide layouts with professional layouts. There are lots of charts, graphs, and infographics for visualizing data. You can also choose from more than 60 different slides to create unique presentations.

Finance Infographics PowerPoint Template

Looking for clean and professional infographic templates for showcasing your data in visual form? Then be sure to download this PowerPoint template. It comes with a total of 60 infographic slides with charts and timelines for presenting your data in different ways. Each slide is available in light and dark color themes and they can be easily customized to your preference.

Investment Business Free Financial PowerPoint Template

This free PowerPoint template uses a simple and minimal design for making financial and investment presentations. It includes 30 unique slides with minimal colors. You can also edit the slides to change colors and images as well.

Free Finance Infographics PowerPoint Templates

This PowerPoint template includes a collection of creative and colorful infographic slides for presenting different types of data and statistics. There are 30 different slides included in this free template. And it’s also available in Google Slides format.

Banc – Business & Financial PowerPoint Template

Banc is a professional PowerPoint template designed for making all kinds of business and financial presentations. It comes with 30 different slide layouts that include company profile slides, team management slides, charts, graphs, and more.

Financie – Finance PowerPoint Presentation Template

With this PowerPoint template, you can create modern slide decks for delivering powerful presentations. It’s especially suitable for creating presentations related to the latest trends in finance, cryptocurrency, trading, and more. The template has a total of 150 slides, featuring 30 slides in 5 different color schemes.

Annual Report – Business & Finance PowerPoint Template

This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides with fully editable designs. You can also include pyramid charts, graphs, timelines, and more in your presentations with pre-made slides in the template.

Financial Planning & Investment PowerPoint Template

You can use this PowerPoint template to create more sophisticated presentations for financial planning and investment management meetings. It includes 10 carefully crafted slides that are useful in presenting your data and ideas.

For more professional templates, you can check out our best business PowerPoint templates collection.

Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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10 Powerful Financial Projection PPT Templates for Growing Business [Free PDF Attached]

Mohit Sabharwal

Are you creating financial projections for your business? 

Do you feel intimidated by the task? 

Are you in need of the right tools to make financial projections? 

For the uninitiated, financial projections use existing financial data (balance sheets, income statements, etc to predict the profit and expenditure of your business over a given period. Financial projections help you provide the roadmap to outline a strategic plan to help you grow your business without going down a rat hole.

For those responsible for number crunching at any company, making financial predictions is a daunting job. But all gets easy when you use...

Financial projection PPT templates to visualize progress

Whether you are hoping to attract angel investors or applying for a loan, you need to present financial projections of your business that comprise your expenditure and revenue over a given period. Let's admit! These financial institutions want to analyze the fiscal health of your business. They want to understand what you intend to do with the money, how you will repay the loan, and how you plan to grow if they invest in you.

Other than acquiring investors, these projections will help you determine your financial needs, allocate budget, optimize pricing, analyze major expenditures, track cash flows, and more. Therefore, you need to be clear and crisp with your financial statements. To give you a head-start, we bring you 10 ready-made financial projection templates that will help you envision the future of your business. Let’s check them out.

Template 1: Financial Projection PPT Template

Here’s a set of templates comprising various documentation slides for making financial projections for a retail store. You can use this complete presentation to predict the revenue of the company for up to five years. Analyze the sales forecast and income statement to outline a revenue projection for your business. The template is fully customizable. You can add your numbers to assess and revamp your growth strategy.

Download this template

Template 2: Budgeting PPT Slide

Stop stressing over carrying a truckload of documents to create financial projections. Include all the essential reports in one place with the help of this complete presentation on financial forecasting and accounting. You can use this PPT design to analyze cash flow statements, balance sheets, profit, loss, and more.

Grab this template

Template 3: Income Forecast PowerPoint Slide

Leave no scope for error in making financial projections for your business with this PPT design. Go through the vital reports to produce financial forecasts with the help of this template. The slides are presented in a data-driven format to show you the company's cash flow cycle and help you spot shortcomings.

Download this slide

Template 4: Financial Projection PowerPoint Template

Plug your expenses and income into this financial projection template to measure the growth of your company. The values on the template will help you understand if you want to change any aspect of your finances, such as lower operating expenses. The template provides you with a roadmap to bring changes in your budget that might affect profitability.

Template 5: Financial Projection PPT Slide

Understand the company's overall financial performance to scale it up using this customizable financial projection template. Use this PPT design to analyze the yearly revenue and EBITDA of the company to predict future revenues. Download this editable slide for an accurate evaluation of your organization.

Template 6: Financial Summary PowerPoint Slide

Predict revenues and expenses with this well-designed financial projection template, which covers all the essential money matters. This template helps you predict the profit of the organization yearly. Besides, you can use this PPT slide to review your company's current financial performance to make viable decisions.

Template 7: Financial Projection PowerPoint Slide

Present a financial summary with this PPT slide to reel in prominent investors. List essential financial areas of the company in the template, such as revenue, net profit, net profit margin, and more to help investors understand the potential of your company. 

Template 8: Financial Projection PowerPoint Slide

Deploy this PPT layout to make yearly financial projections of your company. List the expenses on the given template and measure the revenue generation over a given period. Understand the looming shortfalls, budget, and outlay on time to secure your organization's future using this ready-to-use financial projection template.

Template 9: Financial Projection PowerPoint Slide

Impress your investors by showcasing your company's financial potential with this template. Incorporate this template to present business angels with an overview of your organization's financial status over the years. Add the revenue, expense, and financing cost in the template to make your investors believe in your company's future.

Template 10: Financial Summary PPT Slide

Use this data-driven financial projection template to envision your organization's spending and sales. List the essential expenditures in the template that will help your company scale up. Develop a sales forecast to project the expected yearly revenue. This template will help you make calculative decisions to streamline your company's cash flow cycle.

Financial projection templates help you achieve your business goals by keeping you realistic about the company's income and expenses. These templates allow you to stay within the range and make necessary adjustments to make viable investments. Therefore, make sound decisions about your funds with the utmost professionalism, and bring changes to the finance department that work for your business with these pre-designed templates.

SlideTeam's crisp and engaging PPT slides are perfect for helping you draft financial projections, which are more than just documents of numbers and figures. These PowerPoint templates help you comprehend different aspects of your finances to predict future revenues that might elevate the growth of your business. 

P.S : Calculate your company’s EBITDA margin to make informed decisions using our actionable PowerPoint templates featured in the blog . 

Download the free Financial Projection PDF .

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More From Forbes

Marketing for financial advisors: how to develop a plan.

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Trey Robinson, Founder of Story Amplify .

When meeting with a prospect for the first time, you probably don’t automatically offer your products or services. Instead, you build a foundation by talking with them to learn where they are now and where they hope to be. Only then do you offer a plan and products to help them reach their goals.

Creating an effective marketing plan requires the same process. First, you must build the foundation, and then you can lay out the strategy. Here's the approach my agency uses to create successful marketing plans for our financial advisor clients.

The Foundation

Part 1: know your audience.

The foundation of financial advisor marketing is the same as that of your first client meeting. You must understand your audience and its pain points. This knowledge helps you craft the right message to solve their problems. For example, an older audience’s pain point might be having financial resources post-retirement, whereas younger families have different worries, such as reducing debt and having enough money to send their kids to college.

Northern Lights Could Show Up Yet Again Tonight Here s An Updated Aurora Borealis Forecast

Ios 17.5—apple issues update now warning to all iphone users, michael cohen testifies ex trump fixer confirms he called trump cheeto dusted cartoon villain in fiery cross examination, part 2: solidify your brand.

A great deal of complex information is out there about the importance of “brands” and “branding.” Boiling it down, your brand is your identity. It’s what comes to your audience’s mind when they hear or think about your name.

To introduce and solidify your brand, you should communicate:

• Your products, services and their benefits.

• What drives you (i.e., why you’re in this business and industry).

• How you differ from the competition.

For example, many financial advisors offer 529 programs to parents and grandparents. Tell those parents and grandparents why your products—and services—are better than others. Maybe you offer workshops in addition to account management, or you might offer budgeting advice as a freebie.

The Strategy

With a solid foundation, developing a marketing strategy is your next step. Digital marketing for financial advisors involves content creation, distribution and lead capturing.

Content Creation

Content includes the text, images and video you use to message your audience. Available content formats include:

• E-books and white papers

• Social media posts

• Newsletters

• Educational videos

• Display ads

• Website copy

Remember your audience. Determine how they consume content. Young families might respond more positively to social media and video, while older adults might prefer written content, such as white papers, blogs and e-books.

The content format you use will also depend on your content distribution strategy.

Content Distribution

There are two types of content distribution: organic channels and paid channels.

Organic Channels

Organic channels mean you don’t pay to build search engine rankings or engage with your audience.

Let’s say a prospect types “financial advisor” into a search engine. A successful organic channel strategy puts your name near or at the top of the resulting search engine results page (SERP). The best way to boost your organic search ranking is to consistently create unique, relevant and valuable content that addresses your audience’s problems.

You can also boost your ranking through the following:

• Google reviews: Positive reviews on Google are great—they position you as a trustworthy source. As a trusted business, search engines could reward you with a higher SERP rank.

• Local business listings: Digital listings on Google, Facebook, LinkedIn, Yelp and the Better Business Bureau's website help leads and prospects locate you. They should include your name, address, phone number, website URL and business description to improve your online presence, potentially leading to a higher SERP ranking.

• Social media: Social media is a terrific outlet for your content. Posting regularly on social media provides you with more backlinks to your website (especially if your content is shared). This increases awareness of your brand—and potentially your SERP ranking.

Another way to boost your visibility in the search results is by earning a free Google Screened badge . Once you've been screened and verified, you receive a green checkmark next to your business's name in your Google Local Services listing, which indicates your trustworthiness to prospective clients.

Paid Channels

To improve traffic flow to your website, you can pay for a more visible presence through paid channels including search engines, other websites or social media. Many paid channels are pay-per-click.

Here are some paid channels to consider using:

• Paid search advertising: A paid search ad guarantees a higher position for your business on a SERP. If a prospect searches for “financial advisors and retirement,” your paid search ad will appear close to the top of that search page.

• Social media: You can post content for free on social media, but paying can help you stand out. When determining your ad’s best social media outlet, consider LinkedIn’s business orientation, Facebook’s friend-to-friend interface and Instagram’s visual requirements.

• Retargeting ads: When prospects visit your website but don’t act, retargeting ads step in. These small display ads “follow” prospects as they visit other sites or social media accounts, encouraging them to leave their contact information or set up an appointment with you.

Lead Capturing

Lead capturing converts your website visitors and prospects to leads so you can follow up.

One way to capture leads is to offer something that entices your audience to return for more. An older audience might appreciate a complimentary dinner and retirement information. Younger families could value a well-written white paper or video about 529 investing.

Appointment setting is another way to capture leads. Encourage prospects to schedule a no-obligation meeting where they can have a no-pressure discussion with you.

How Much Should You Spend?

Even if you decide not to pursue paid channels, you still need resources to support your marketing efforts. How much is enough?

A study by Broadridge found that the average advisor spent $17,400 on marketing in 2022. You can calculate a break-even point by determining your anticipated marketing costs and the revenue necessary to cover that expense.

Final Takeaways

You have a strategy in place when you first meet with clients. You need a similar approach when marketing to and communicating with prospects.

Marketing requires planning and audience knowledge. Take the time to understand your audience’s pain points. Then, develop and distribute content to meet their needs.

Forbes Agency Council is an invitation-only community for executives in successful public relations, media strategy, creative and advertising agencies. Do I qualify?

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Federal Budget 2024: Winners and Losers

Treasurer Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.

There's pressure to provide cost of living relief on the one hand and pressure not to further fuel inflation on the other.

Have a look at this cheat sheet of what's new in this year's budget — and what's in it for you.

Winner: Aged care

Another half a billion dollars will be spent next financial year to release 24,100 more home care packages.

$610 million will be given to the states to assist long stay older patients to be discharged from hospital sooner. Those initiatives will be developed by states and territories.

Another $190 million will be provided on top of that to extend and redesign the Transition Care Programme to provide short-term care of up to 12 weeks for older people after a hospital stay.

These measures were agreed by National Cabinet in December last year. 

The Health Services Union said however its workers were "bitterly disappointed" at delays to historic pay rises, with the second half of those pay rises not due to begin until 2026.

No change: Child care

Reforms targeting the payment and accuracy of the Child Care Subsidy program, which became a reality in the last federal budget, will return savings of $410.7m over four years.

The government will reinvest $30 million of those savings over two years to provide funding towards a wage increase for the early childhood education and care sector.

A number of other measures to crack down on fraud and non-compliance were also listed in the budget, such as $84.2 million over four years to increase audits of providers in the sector and manage the collection of child care gap fees in the family day care and in home care sectors.

But funding for the sector remains largely unchanged overall.

Winner: Defence

The federal government will spend an extra $5.7 billion on defence over the next four years, and a projected $50.3 billion more in the decade to come as it continues reshaping Australia's armed forces.

The government predicts it will spend a total $330 billion on defence in the next decade, growing Australia's navy, preparing the army for shoreline warfare, enhancing long-range strike capabilities and strengthening the nation's northern bases.

Winner: Electricity bills

Every Australian household will get a tidy $300 rebate on their power bills, and eligible small businesses will receive a $325 rebate — a partial extension of bill relief agreed in negotiations with states and territories last year.

From July, all households will have a $300 credit automatically applied to their electricity bills. $75 dollars will be credited per quarter. 

Around 1 million businesses will receive a $325 deduction off their bills over next financial year, in quarterly instalments.

Treasury estimates this will directly reduce headline inflation by around half a percentage point next financial year, and argues increased spending from the cash injection will not contribute to broader inflationary pressures.

The government says it amounts to a 17 per cent reduction on the average power bill.

The measure is one of the key cost-of-living relief items being spruiked by government in this budget.

Loser: Sheep farmers

The government made a pre-election promise to stop the live export of sheep from Australia.

It's used the federal budget to set the date for the legislated ban, setting aside $107 million to help the industry end the trade by May 1, 2028.

It's a win for animal welfare groups that have lobbied for the ban, but farmers have broadly opposed the policy and say it is a legitimate industry that should be allowed to continue. 

Winner: Green manufacturing 

Critical minerals and products essential to transitioning to net-zero emissions have received a big funding boost in this budget.

Production tax incentives will be made available for critical minerals and for hydrogen from 2027, once the government has designed the scheme.

The incentive will be worth $2 for every kilogram of hyrdogen produced, and critical minerals will be valued at 10 per cent of relevant processing and refining costs, at an estimated cost of about $14 billion to the budget for both over the medium term.

$1.4 billion will also be provided over the next decade to support manufacturing of clean energy technologies, mostly to develop solar manufacturing capabilities.

And half a billion dollars will be given to Geoscience Australia to map Australia and identify potential new critical mineral sites.

The programs are part of the government's Future Made in Australia agenda, which will be guided by a new framework to identify priority industries for funding.

The framework, to be established in law under the Future Made in Australia Act, will guide future private sector investments and direct money towards projects that either make a significant contribution towards reaching net-zero emissions, or that help to shore up Australia against supply chain disruptions.

Winner: Gun safety campaigners

A national firearms register will be established, more than three decades since the Port Arthur massacre when it was first proposed.

The register will provide law enforcement with near-real time information on firearms and their owners, and link that information with other relevant police and government information.

Establishing the register will cost $161.3 million over four years.

Winner: Rental assistance

The maximum rate of money paid through the Commonwealth Rent Assistance payment will be increased by 10 per cent from September this year, which will benefit about 1 million recipients already receiving the maximum rate.

The current maximum payment for a single person receiving rent assistance is $188.20 a fortnight, and $125.47 for a single person in a share house.

That means the payment would increase by about $19 a fortnight for a single person before accounting for indexation.

It will cost the government an additional $1.9 billion over five years and half a billion annually after that.

Winner: Housing

The federal government will direct $1 billion of its National Housing Infrastructure Facility towards crisis and transitional accommodation for women and children fleeing domestic violence and for youth.

The funding helps local government to build social housing and supporting infrastructure that otherwise may not go ahead.

Another $1 billion will also be given to states and territories to pay for roads, sewers, energy and water connections for new homes.

The government has also doubled the funding it provides for homelessness services through its five-year agreement with the states and territories — though the Greens claim that money is being taken from social housing funding under the agreement.

They also claim the $1 billion extra for crisis housing is the same money the government already promised in September last year in order to win support for its Housing Australia Future Fund.

Winner: Healthcare

The federal government says it is investing $8.5 billion in new money into health this budget.

The government will fund an additional 29 urgent care clinics, adding to the 58 already opened, which offer walk-in care seven days a week completely covered by Medicare.

The facilities are designed to help people receive aid for simple ailments, including many that would otherwise have required them to go to an emergency department.

But the Australian Medical Association says there is little new in this year's budget for health, counting it as a missed opportunity.

The AMA also did not get its requested tax on sugary drinks, which it says would have raised billions oif dollars and acted as a preventative health measure.

For the second year in a row, the government has also increased the Medicare levy low-income thresholds for singles, families, seniors and pensioners to account for inflation.

The threshold has been increased up to $26,000 for individuals while the family threshold has been increased to $43,846. For single seniors and pensioners, the threshold has been increased to $41,089 while the family threshold will increase to $57,198.

The family income thresholds will now increase by $4,027 for each dependent child, up from $3,760

Loser: Would-be migrants

The government will set the cap for next financial year's permanent migration program at 185,000 places, with 132,200 of those places being allocated to skill stream, limiting more permanent places to people who fit Australia's longer-term skills needs.

Net overseas migration is forecast to halve to 260,000 in 2024-2025.

And the number of places for international students is being capped, the details to be determined in negotiations with universities.

A $25 ballot for working and holiday visas will also be introduced for people coming from China, Vietnam and India from next financial year.

That ballot will help to cut down processing times for visa applications and help to manage demand.

Separately a new program will be established for 3,000 Indian graduates and early-career professonals to be able to live and work in Australia for up to two years. Indian nationals seeking to apply will pay $25 to enter a ballot, and then pay $365 for the visa if they are successful.

Loser: International students

The number of places for international students will now be capped, under legislation due to be introduced by the federal government.

The education minister will be able to require education providers to limit the maximum number of new international student enrolments each year.

If universities want to enrol international students above that limit, they will be required to build new purpose-built student accommodation to benefit both international and domestic students.

The details of the student cap will be determined through consultation with the sector.

Winner: Medication

The cost of PBS-listed medications will be frozen for everyone with a Medicare card for one year, one of the key cost of living measures committed by the government this budget.

For concession card holders and pensioners, prices will be frozen for five years.

It means the price will remain at $31.60, or $7.70 per medicine for concession card holders and pensioners.

It's set to come at a $310m cost over the five years, with an additional $166.4m cost in 2028-29.

Loser: Mental health

Australians experiencing mental health distress will soon be able to get access to support free of charge and without a referral, with the establishment of a national digital service.

The government will inject $588.5 million over the next eight years for the digital service, which it says will be designed so people can get the support they need before their health needs escalate to requiring higher-intensity services such as a mental health treatment plan, acute in-patient service or crisis line.

Free mental health support will also be delivered through a network of 61 Medicare mental health centres, which will have access to psychiatrists, psychologists and GPs on call, building on the government's already established Head to Health network.

But the ABC is marking mental health as a loser, because these supports are being announced nearly a year and a half on from the government halving how many psychology sessions receive a rebate from 20 to 10 in a year.

Independent senator David Pocock said these measures were a poor answer, and "hardly at the scale needed to confront the crisis we're in".

"While welcome, this won't put a dent in waiting lists or reduce pressure on hospitals who are seeing more mental health emergencies coming through their doors," he said.

The Australian Medical Association said it was also concerning that general practice's role in mental health was being "undermined" by the removal of specific Medicare items for the review of a mental health care plan.

A scathing Australian Association of Psychologists said the government needed to "grow a heart and start taking mental health seriously", suggesting realistic Medicare rebates would have been a better use of the money.

The government will also provide $71.7 million over four years to primary health networks to bring on mental health nurses and other allied health supports to provide free care and coordination in between GP and specialist appointments.

Winner: Family violence supports

The federal government will spend close to $1 billion to make the Leaving Violence Program permanent. The scheme offers people leaving abusive relationships up to $5,000 in financial support as well as referring them to social services and safety planning.

The $925.2 million will fully fund the scheme for the next five years. The scheme began as a pilot program in 2021 under the former government and has been accessed more than 45,000 times since it began.

Winner: Teaching, nursing and social work students

Students undertaking practical placement for teaching, nursing, midwifery and social work courses will now be paid $319.50 a week for placement, solving a huge affordability gap for students required to do placement as part of their study but unable to work their regular jobs during that time.

The Commonwealth Prac Payment will be means-tested and in addition to any other income support students are already receiving.

It will benefit about 68,000 higher education students and more than 5,000 VET students from July next year.

Students Against Placement Poverty has criticised the measure as insufficient, saying the commitment amounts to about $8 an hour for a full work week, and many students will miss out because it's means-tested.

Winner: Treasury

It's not much of a surprise, but the federal government has again posted an expected surplus for 2023-24 on the back of its surplus in last year's budget, which was the first in over a decade.

Treasury has forecast a surplus of $9.3 billion for this financial year, meaning the government will receive more money than it will spend.

But the following three financial years will be deeper in the red than earlier forecasts suggested — a downgrade the government blames on unavoidable spending to continue programs that were due to expire.

The government says however there has been a cumulative $200 billion improvement in the six years to 2026-27 compared to forecasts made before Labor came to government.

Much of that is thanks to improved commodity prices and an increased tax take driven by inflation and better-than-expected employment rates.

Winner: Taxpayers

From July 1 every taxpayer will receive a tax cut following changes announced by the federal government earlier this year.

It means workers in every tax bracket will pay less income tax.

You can use our calculator to find out exactly how big the tax cut will be for you .

The stage 3 tax cuts were already legislated to take effect in July, but the government broke an election promise not to amend them in order to rebalance the cuts to more greatly benefit lower-income workers.

In short, the Albanese government's reforms mean anyone earning less than $146,000 taxable income will receive a bigger cut than previously legislated, while anyone earning over that will receive a smaller cut.

The reforms reduce the 19 per cent tax rate to 16 per cent, reduce the 32.5 per cent tax rate to 30 per cent, raise the threshold at which the 37 per cent tax rate applies from $120,000 to $135,000 and raise the threshold at which the highest rate of 45 per cent applies from $180,000 to $190,000.

Loser: High-income earners

The ABC is marking high-income earners as a budget loser, even though they are due to receive income tax cuts from July, because those people are strictly worse off compared to last budget.

Because of the federal government's changes to the already legislated stage three tax cuts, people earning a taxable income of more than $146,000 will receive a smaller cut than previously set out in the budget.

The highest income earners will pay $4,529 less income tax from July — but those people were previously expecting to pay $9,075 less from that date.

Overall it is a reduction in forecast benefit to those taxpayers when compared to the last federal budget.

Loser: NDIS top-ups

The automatic top-up of NDIS plans when a participant uses all their funds will be ended as part of a broader move to rein in the rapid growth in expense of the National Disability Insurance Scheme.

The NDIS is listed as the second-fastest-growing budget pressure, after national debt.

The government already laid out the need to get growth under control in last year's budget to ensure the NDIS remained viable.

The government expects to moderate growth in NDIS participant payments by $14.4 billion over the coming four years, once its reforms are passed by parliament.

A key element of this will be ending automatic top-ups of people's plans when they use all their funds — as the government attempts to curb what it calls "intra-plan inflation".

Millions more will also be invested in detecting fraud among providers.

Treasury forecasts expect NDIS Commonwealth-funded participant payment growth to average 9.2 per cent year on year compared to 10.1 per cent predicted at the Mid-Year Economic and Financial Outlook in December.  

Expect the government to quickly point out the NDIS remains demand-driven and the budget papers also included a further $468.7 million to support people with a disability through the establishment of an Evidence Advisory Committee, making it easier for people with disability to navigate services, reforms to pricing arrangements and a crackdown on fraud. 

It's part of a deal struck with the states to reduce annual growth to 8 per cent, with the states agreeing to jointly fund some supports outside the NDIS.

Winner: Last-minute travellers

Australian passports may already be some of the most expensive in the world but a new fee will give travellers access to fast-tracked applications from July 1.

People willing to fork out an extra $100 to skip the queue will get access to a five-business-day turnaround of their documents.

The government anticipates the added fees will rake in $27.4 million over five years.

Loser: Public service contractors

The federal government will save $1 billion by reducing spending on external labour, including consultants and contractors, as the government continues to cut back on the use of consultants and contractors within the public service.

Winner: Parental leave takers

Superannuation will now be paid on top of Commonwealth-funded paid parental leave from July next year.

It will cost the government $1.1 billion over four years, plus $623.1 million each year ongoing, in order to implement the scheme.

Superannuation has been raised as a key issue contributing to pay inequity between men and women, who typically access more parental leave, with the loss of the super payments during that time contributing to smaller savings on average at retirement.

It builds on the government's plan to increase the amount of paid leave new parents can take under the Commonwealth scheme to 26 weeks by mid-2026.

Winner: Student debts

People with HELP debts, VET student loans and Australian Apprenticeship Support Loans and other student loans will have their debts reduced as the federal government changes how the loans accrue interest.

Pending a legislative change that must be passed through parliament, student debts will grow each year at the rate of either the consumer price index or the wage price index — whichever is lower.

This change will also be backdated to June last year, meaning loans for that year will grow at the lower wage index rate of 3.2 per cent instead of the 7.1 per cent inflation rate they were measured at.

Debt repayments won't change, but it means for someone with a $25,000 debt it will be $1,120 smaller than without the change.

There was also no change to when debt accrues, meaning student debts will continue to grow each year before people's fortnightly loan repayments are actually applied.

The measure will cost the federal government about $3 billion in foregone revenue.

Winner: Social services

Around 4,700 single JobSeekers who are unable to work more than 14 hours a week will have their payment raised to the higher payment rate, currently available to single recipients with children and those aged 55 and over who have been on the payment for nine months or more.

It means they will receive an additional $54.90 per fortnight from September, according to the government.

The government will also continue to freeze the deeming rates for another year. If the government had lifted the deeming rates, it would have meant 876,000 income support recipients, more than half of whom are on the aged pension, likely would have seen a fall in welfare payments. 

And around 31,000 carers will be given greater flexibility to undertake work, study or volunteer from March next year, with existing weekly limits on participation hours shifted to be counted over four-week periods instead.

Another $1.8 billion over three years has also been committed to frontline staff at Services Australia, to help manage claims and clear backlogs.

Winner: Social media safety

The government will trial an age verification scheme for children online, which will test options to restrict children from being able to access pornography or other inappropriate content online.

Overseas attempts have found it difficult to implement an effective age assurance program, while some sceptics have raised concerns of adult sites holding people's personal data becoming a target for hackers.

But the government will push ahead with a "pilot" program as part of its broader response to recent prominent incidents of gendered violence.

$6.5 million will be committed to trialling the age verification scheme. 

Winner: People with endometriosis

Longer specialist consultations for women with endometriosis and other complex gynaecological conditions like chronic pelvic pain and polycystic ovary syndrome (PCOS) will now be covered under Medicare from July next year.

Two new rebates will be added to the Medicare Benefits Schedule enabling extended consultation times and increased rebates for specialist care.

The $49.1 million investment is expected to provide about 430,000 more services to women across the country.

Including this new funding, the federal government has committed a total $107 million in endometriosis support for women since being elected, including establishing endometriosis and pelvic pain clinics across the country and funding for research and awareness. 

Winner: Renewables

$3.2 billion will be spent over the next decade under the government's flagship Future Made in Australia initiative to accelerate investment in renewable hydrogen and solar and battery supply chains.

About half of that will be paid through a new innovation fund to support the commercialisation and rollout of new renewable technologies, including green metals, low-carbon liquid fuels and battery manufacturing.

On top of that, $8 billion will be invested over the next decade to support renewable hydrogen production, including a Hydrogen Production Tax incentive, which will provide a $2 incentive per kilogram of renewable hydrogen produced from 2027, at a cost of $6.7 billion over the medium term.

Another roughly $100 million will be spent over the next four years to speed up approval processes for renewable projects, which have been taking as long as three years to be approved under federal environment laws.

And, recognising the cost blowouts of Snowy Hydro Limited, the corporation will receive another $7.1 billion over four years to continue construction of Snowy 2.0, much of which will be provided as a loan. 

Winner: Sport

The government will spend just under a quarter of a billion dollars to upgrade the Australian Institute of Sport, based in Canberra, ahead of the 2032 Brisbane Olympics.

The funding will go towards a new high-performance training and testing centre, a multi-sport indoor dome and accommodation.

Queensland had sought for the Australian Institute of Sport to be relocated to Brisbane for the Olympics, but that was rejected. 

The 2027 men's Rugby World Cup and 2029 women's Rugby World Cup will also have taxation for their events exempted. It will mean income derived from the events and any interest, dividends or royalties will not be taxed.

Winner: Tradies

A tax break that makes it easier for tradies to claw back the price of a brand-new ute has been extended for another year.

The popular instant asset write-off scheme allows small businesses with an annual turnover below $10m to claim a tax deduction on new equipment (such as a new ute, an oven, or a coffee machine) up to the value of $20,000.

It was extended in last year's budget for the current financial year, but the legislation has stalled in parliament amid calls to increase the threshold to $30,000.

However, the Council of Small Business Australia has been urging the government to increase the threshold to $150,000.

The federal government will also commit another $90 million to cover the education costs of 20,000 more people seeking to study programs related to housing and construction.

Payments up to $10,000 over the course of a person's study will also be on offer for people willing to learn clean energy skills under the revamped 'New Energy Apprentice Payment'.

Winner: Ukraine

The government will provide an additional $100 million in assistance to Ukraine, including $50 million for "short-range air defence systems".

$30 million will go towards aerial drone systems and $15 million towards equipment such as combat helmets, inflatable boats, boots, fire masks and generators.

It tips to the total support to Ukraine since Russia's invasion over the $1 billion mark.

Loser: Universities

The ABC is marking universities as a loser because, while this budget sets out a likely future windfall for the tertiary sector, the concrete measures for universities for now are largely impositions.

University groups have already expressed concern at the government's plan to cap international student places, with institutions required to provide purpose-built student accommodation if they want to take students above those caps.

The budget has also laid out requirements for universities to direct 40 per cent of their Student Services and Amenities Fee, paid annually by students, towards student-led organisations from next year.

The Student Services and Amenities Fee for full-time students is currently set at a maximum of $351 for this year, with no minimum requirement for how much is paid to student-led groups.

However, pending final consultations, more funding is expected to come down the line for the sector from 2026.

The government has set a goal for 80 per cent of working-aged people to attain a degree by 2050, and in order to do that would have to boost the number of people from disadvantaged groups going to university.

That would require an effective doubling of university places by 2050, and the government has promised an overhaul of funding to achieve that, including a new demand-driven funding arrangement and needs-based funding to support disadvantaged students to complete their degrees.

But none of that will be settled until the government strikes a deal with the tertiary sector.

Winner: Women

The largest measure most closely targeted to supporting women was already announced by the federal government ahead of the budget.

That's an almost $1 billion commitment to make a $5,000 payment for women fleeing violent relationships permanent in the budget, a scheme first trialled by the Morrison government.

Another $1 billion will be put towards crisis and transitional accommodation for women and children fleeing domestic violence.

Superannuation will also be paid on Commonwealth-funded paid parental leave from July next year, a measure that will help to close the gap in men's and women's savings at retirement.

That will cost another $1.1 billion over four years, and $623.1 million each year after.

• Illustration: Emma Machan

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