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ROE Template for proposal

 
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jkobz

posts: 1

Jan 31, 2008 2:22 PM ET    Quote  Report Abuse
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Hello,
 
I`m putting together a buisness proposal for a restoration company and need some help how to communicate ROE/Investment in the plan.
 
To finance the company I`m seeking 10%-20% in equity finance and the rest debt financing. How can I go about showing the returns of investment in a professional way. This is not a full feldged business plan, rather a proposal.
 
Thanks
Badger82

posts: 7

Feb 17, 2008 10:24 AM ET    Quote  Report Abuse
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Certainly, an accountant can do this for you. The new version of Business Plan Pro also does a very elegant job with investments and makes it look very professional (www.paloalto.com). I personally would hesitate to do this on my own - I`m afraid I would make a mistake besides making it look very amateurish.

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infinique1

posts: 178

Jul 01, 2010 2:14 AM ET    Quote  Report Abuse
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Yes, the business plan software from Palo Alto is one of the most comprehensive around.



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poetraanoegrah

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Jan 06, 2013 2:17 AM ET    Quote  Report Abuse
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yes, that's what it takes



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robertj

posts: 1461

Jan 06, 2013 11:12 AM ET    Quote  Report Abuse
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together a buisness proposal for a restoration company and need some help how to communicate ROE/Investment in the plan.

 

To finance the company I`m seeking 10%-20% in equity finance and the rest debt financing. How can I go abou[url=http://www.schmuck100.com/]Brautschmuck[/url][url=http://www.schmuck100.com/m?nner-ringe/]M?nner Ringe[/url]



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lucifurlin,
This is attached to a 4 year old thread. Did you make the original post?
As to your question about ROE, I would resist the temptation to show a projected return in your business plan. It can and has been construed as a commitment of future results. 
If you are planning to raise capital, I would recommend against using a business plan as the lead document. Consider developing a package of materials that will engage your target investor and keep you in compliance with regulations.
If you want to discuss your specific situation, feel free to drop me a PM or contact me directly.
 
 

 



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Home of the Scalable Business Plan and QuikStart Capital Programs
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