Financial sections of business plans
When a plan includes financials, clarity matters: definitions, assumptions, and logic that can be reviewed. We structure a financial narrative and forecast views that are consistent and explainable.
Service overview
We help teams draft and structure the financial sections of a business plan. This includes assumptions, forecast summaries, and narratives that explain drivers without overstating certainty.
Assumptions
Drivers, ranges, and definitions that can be reviewed.
Summaries
Simple outputs aligned to the plan’s structure.
Narrative
Plain-language explanation of what drives outcomes.
Common problems solved
- Financial sections read like buzzwords instead of explainable drivers
- Assumptions are implied but not documented
- Outputs are inconsistent with operating reality
- No consistent way to explain risk and uncertainty
What implementation includes
Plan structure
- Assumptions and definitions section
- Forecast summary views aligned to the plan
- Narrative templates for explaining drivers and sensitivity
Handoff + reviewability
- Assumptions table with owners and ranges
- Documentation so sections stay consistent over revisions
- Optional scenario comparison framing for decision points
Typical outcomes
More clarity
Assumptions and drivers are easy to follow.
More consistency
Sections remain stable across plan revisions.
Better reviewability
Stakeholders can ask questions using shared definitions.
Decision-support and unlicensed services
This engagement focuses on structuring and explaining financial narratives for internal planning. We explain and model; we do not provide tax, legal, audit/assurance, or investment advice, and we do not recommend regulated actions.
Related services
Explore the other services in this group.