Personal Financial Statement of:
Enter your name here
As of mm/dd/yyyy
Amount in Dollars
Cash - checking accounts
Cash - savings accounts
Certificates of deposit
Securities - stocks / bonds / mutual
Notes & contracts receivable
Chapter 01 Worksheet
1. Is yours a retail, wholesale, service, manufacturing, distribution, or Internet business?
My business will be wholesale as well as retail.
2. What industry does your business belong to? Farming.
What is the N
Development Plan Preparation Form
Describe your companys goals for the next five to ten years, in terms of position in the
market, sales, number of employees, etc.
Greenlight Urban Greens plans to grow steadily over a period of five years. This will be
What is Behavioral Segmentation?
Behavioral segmentation is a more focused subset of market segmentation that identifies and
analyses the specific behavioral patterns of consumer groups, enabling vendors to know their
customers better and to target their
Last revised 7/14/2013. See revision notes on last tab.
Step 1 - Enter info about your company in yellow shaded boxes below.
Greenlight Urban Greens
Starting Month Starting Year
Step 2 - Read the following
Break-Even Point Calculations
Without startup costs
How much will I charge per unit?
Selling price (per unit)
Minus variable costs (cost per unit)
Contribution margin (profit per unit not considering
Units to sell each month to co
DATE to DATE
Gain on Sale of Equipment
Costs and Expenses
Cost of Goods Sold
General and Administrative Expenses
Sales Forecast (12 months)
Fill in the white areas only.
Unit Sales Total