Financial Plan for the Capstone Project

Students will create a strategic business plan for their culminating project in BUS-485. The structure of this assignment is comprehensive and integrative. It requires synthesis and evaluation of information, skills, and knowledge developed throughout the BS program at COB.

You will be required to submit a specific section of the capstone in each Module of the course as indicated in the assi485gnment directions. Each section will be due by the end of the Module in which it is assigned. Review the Capstone Project Assignment Directions for additional information.

Write the Financial Plan for your organization (500 word maximum). Create the accompanying spreadsheet(s) and address the following in your plan:

Using Excel, create a three-year Pro Forma income statement for your organization (or product/service). Review the resources in the topic materials for additional information.

Calculate your financial break-even point. BEP= Fixed Costs/ (unit price – variable unit costs).

Identify possible sources for investment capital if required (friends, family, banks, USSBA, etc.).

Explain how you will use financial information to help you craft your business strategy.

Identify the key financial ratios you will use to measure the performance of your organization to determine success.