Projected Financial Statements
A. Preparation of Projected Financial Statements means Preparation of a detailed Projected Financial Statement which includes mainly;
-Projected Profit & Loss Statement
-Projected Balance Sheet &
-Projected Statement of Cash Flow with all the relevant working Sheets & Assumptions.
The Projected Financial Statements Period may be Short Term (i.e. 1 year) or Long Term (i.e. 3 to 5 years).
B. Projected Financial Statements are helpful for Founders/ Business Owners:
- To measure how much equity capital or debt funds will be required for the business in the future.
- To share with prospective Investors/Lenders for evaluation of the future of the business & based on that they can make investment in the business which will be helpful for further
expansion of the business of Founders / Business Owners.
Our Scope of Services:
- In-depth discussion with Founders/Business Owners to understand the purpose of projected financial statements along with short-term & long-term vision.-
- Collection of all the relevant inputs data from the Founders/Business Owners for e.g.
Recent Historical Financial Data
Online or Offline Presence
Customer Segments
Growth Parameters
Core Competitors
Market Volume
Assumption
USP, etc.
- Detailed evaluation in detail of all the collected data & also discussion with Founders/Business Owners about the outcomes of the evaluation.
- Preparation of detailed Excel-based Projected Financial Statements with all the working sheets and assumptions.
- Sharing Draft Projected Financial Statements with Founders/Business Owners for their initial review and to understand the result/outcomes.
- Explaining in detail to Founders/Business Owners about each & every line item of the Projected Financial Statements with working sheets & assumptions so that they can easily understand their Growth Cycle & timelines. In the future, if required this exercise is also helpful for them for further explain to their existing or Prospective Investors/ Lenders.