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.


B. The Projected Financial Statements Period may be Short Term (i.e. 1 year) or Long Term (i.e. 3 to 5 years).


C. 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 recent historical

financial data, growth parameters, Market Volume, Customer Segments, Online or Offline

Presence, Assumption, USP, Core Competitors, etc.

-A detailed evaluation of all the collected data & also discussion with Founders/Business Owners

about the outcomes of the evaluation.   

-Preparation of a detailed Excel-based Projected Financial Statements with all the working

sheets and assumptions.

-Sharing a 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 be helpful

for them for further explain to their existing or Prospective Investors/ Lenders.

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