Core Financial Planning

More small businesses fail because of poor financial planning than for any other reason.

The following questions are meant to get you thinking about some of the more important financial decisions you will have to make in the operation of your construction business.

When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.

Core Financial Planning

Prepared by

Email

Date

Copy to

TWO CRITICAL QUESTIONS

How will I make a profit building my projects?

How long will it take me to become profitable?

Less than a year One to two years Two to three years More than three years

START-UP BUDGET FOR:

Tool acquisition?

Computer and Software?

Marketing?

Interim Income?

Are the funds required available to me?

Yes No Maybe

Note

PRICING STRATEGY

My pricing position in the market niche I have selected will be:

I will offer the lowest cost I will have an average cost I will be the premium quality builder

My Unique Value Proposition is:

My target Direct Costs (COGS) as a percentage of Revenue is:

My target Gross Margin as a percentage of Revenue is:

My target Overhead as a percentage of Revenue is:

My target Net Profit as a percentage of Revenue is:

Note

MARGIN CALCULATIONS FOR ESTIMATING

I understand the difference between MARGIN and MARK-UP:

Yes No

I know how to determine the selling price using MARGIN

Yes No

My margin on materials will be:

My margin on subcontractor costs will be:

My margin on overhead expenses will be:

Note

Confirm that you have entered an email address above. Keep all planning surveys together in a physical or digital file for reference.

Home

Company

Site Disclaimer
Site Terms of Service
Site Privacy Policy

Core Financial Planning

When submitted, form responses are sent to the email addresses provided and then deleted. IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.

Core Financial Planning

START-UP BUDGET FOR:

Note

PRICING STRATEGY

Note

MARGIN CALCULATIONS FOR ESTIMATING

Note

When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.