In order for early stage, emerging, or growth companies to raise money, they must provide investors or lenders with a well thought out set of financial projections. Typically, an entrepreneur will pull together a top-down P&L projection going out for three to five years. We have learned from hard experience that this is wholly inadequate.
The development of financial projections is an interactive exercise with the CXO To Go executive working alongside the entrepreneur, not created in a vacuum. Our financial planning work includes teaching the business owner(s) how to explain their financials. You get an understanding of fundamental financial terminology and demonstrate to potential investors and lenders that you can talk about your business in financial terms. That gives you an advantage.
We have developed a set of financial tools that become part of your Business Plan and Executive Summary financials. We embody the experience of hundreds of combined years of CFO experience building financial projections.
T
hese are the financial elements of an Executive Summary or Business Plan you need for presentation to investors:
· Sales Model
· Capital Expenditures
· Operating Expenses
· Fixed Assets
· Investment and Returns
· Income Statement / P&L including EBITDA
· Cash Flow Projections
· Financial Ratios
· Balance Sheet Projections
Professional. You obtain the expertise from our senior executives and CFOs that have decades of experience assembling financial projections. Our super high quality shows lenders/investors that you care enough to do this right.
Sophisticated. Not just a spreadsheet with some numbers on it. Our Financial Projections tell the story behind the numbers, which shows lenders/investors that you are financially sophisticated. You gain an advantage to out-shine others with less than stellar financial projections.
Effective. We don’t have to guess at this, so we are high value.
Standardized. We use tools and methods familiar to lenders and investors, so they don’t have to guess at what you mean. This saves them time and gives you an advantage.
$1,000 - $8,000. Depending on the sophistication level of your current financial projections. The better the condition of your existing financial documentation, the lower the cost as we have to ask fewer questions and requiring less direct involvement from you and your team in our creation of this fine piece of work.
Call 888.745.8516 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it to order.