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Projected Financial Statements

  • Analysis of historical financial data
  • Projected P&L statement (3-5 years)
  • Projected balance sheet (3-5 years)
  • Projected cash flow statement
10-15 working days

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About This Service

Projected Financial Statements (also called pro forma financial statements) are forward-looking estimates of a business's expected financial performance and position over a future period, typically 3-5 years. They are essential for securing business loans, attracting investors, and strategic business planning. Our chartered accountants and financial analysts prepare realistic projections based on your historical financial data, industry benchmarks, market trends, and your business growth plans. The projections include a projected profit and loss statement, balance sheet, and cash flow statement with detailed assumptions. We ensure the projections are credible, well-documented, and presented in a format acceptable to banks, investors, and financial institutions. The assumptions behind each projection are clearly stated and defensible.

What's Included & Excluded

Inclusions

  • Analysis of historical financial data
  • Projected P&L statement (3-5 years)
  • Projected balance sheet (3-5 years)
  • Projected cash flow statement
  • Detailed assumption document
  • Review by chartered accountant

Exclusions

  • Business plan preparation (separate service)
  • Loan application filing
  • Investor presentation design

How It Works

  1. 1

    { "step": 1, "title": "Historical Analysis", "description": "We analyze your past 2-3 years of financial statements to understand trends, margins, and growth patterns." }

  2. 2

    { "step": 2, "title": "Assumption Building", "description": "We develop realistic assumptions for revenue growth, expense ratios, capital expenditure, and working capital based on industry benchmarks and your business plans." }

  3. 3

    { "step": 3, "title": "Projection Preparation", "description": "We prepare year-by-year projected P&L, balance sheet, and cash flow statements with clear linkage to the stated assumptions." }

  4. 4

    { "step": 4, "title": "Review & Sensitivity Analysis", "description": "The projections are reviewed, stress-tested with sensitivity analysis on key assumptions, and finalized for delivery." }

Documents Required

Please keep the following documents ready before proceeding.

  • Audited financial statements for the last 2-3 years
  • Current year's management accounts
  • Business plan or growth strategy overview
  • Details of planned capital expenditure or expansion
  • Industry and market information (if available)

What You Get

  • Projected financial statements (3-5 years)
  • Detailed assumption document
  • Sensitivity analysis report
  • Digital copies in PDF and Excel format

Frequently Asked Questions

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