Financial Projections

BizPlanIt assists clients in developing comprehensive, investor-grade financial assumptions and financial projections that include a complete set of balance sheet, income statement and cash flow statement forecasts for up to 5 years. Financial Projections can be completed as part of a Customized Business Plan engagement or as a separate stand-alone service.

BizPlanIt’s step-by-step process first assists you in developing and analyzing the financial and business assumptions behind each of your major income and expense categories, including revenue streams, cost of sales, sales and marketing, management and staffing, and overhead expenses. We then assist you in finalizing your balance sheet and cash flow assumptions including key items that directly affect cash flow such as capital expenditures, accounts receivable and accounts payable. We utilize these assumptions to generate financial projections that clearly and powerfully portray what you consider to be the most likely scenario for the financial future of your business.