Business planning or forecasting is the view of your business starting today and going into the future. You don’t do the financials in a business plan the same way you calculate the details in your accounting reports. There are two main purposes of the financial section of your business plan. First, this information is needed by potential investors, venture capitalists, angel investors and anyone else with a financial stake in your business. The second, and arguably, the most important purpose of the financial section of your business plan is for your own benefit, so you understand how to project how your business will do. Step : Make A Sales Forecast Step : Create A Budget for Your Expenses Step : Develop Cash Flow Statement Step : Project Net Profit Step : Deal with Your Assets and Liabilities Step : Find the Breakeven Point