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.

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