Preparing Financial Projections and Pro Forma Statements

It is critical to your business success that you preparesome. Also, a manufacturing company must have a
realistic forecasts of your future businessreliable source of raw materials, and the future cost of
performance. You need to forecast your operationsraw materials must be considered.Projected Financial
for three to five years in order to guide your businessStatement
growth. You will need realistic forecasts to supportThe pro forma financial statements will include
your business plan if you need a loan or investor funds.estimated future sales, expenses, and profits. These
The elements of and influences on pro formaitems need to be broken down in order to be
statements include:Prior Financial Statementsmeaningful. The sales estimates should state which
Of course you will have to use previous financialsalesperson, which department, or which region will
statements if your business has been operating forgenerate the sales. The estimated expenses must be
some time. From your prior financial statements, youbroken down into general and administrative, operating
will use sales and revenue levels, business ratios,expenses, depreciation, and taxes.All of your estimates
average expenses, and any relevant information aboutand projections must logically flow from previous
your accounts receivable or payable. You shouldyears' financial statements. If you are a start-up
expect your prior financial statements to show financialbusiness, you may not have profits for the first year or
improvement for each year of operation.Internaltwo. You should start to show profit by the third year
Factorsand your profits should continue to grow except for
That status of your operations is important inoccasional large expenses. Your pro forma
preparing pro forma statements and projections. Forstatements must include estimates of any large
example, you must consider whether your businessexpenses that will affect your profit such as relocating,
needs to relocate due to expansion, or your businessproperty damage, or a new marketing campaign.
needs to buy expensive new equipment to replaceUnless you have a background in accounting or
older models. You also must consider your competition,finance, you will need a professional's help.Jo Ann Joy,
how you are measuring up to them, and whether youEsq., MBA, CEOThe future of your business starts
need a new marketing plan to be more competitive.here!You may contact Jo Ann by phone at (602)
Also, consider whether your company needs additional663-7007, by fax at (602) 324-7582, by email at
personnel or additional training.External Factorsjoannjoy@Indigo Business Solutions.net, and by mail at
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important to understand the industry trends to bebusiness topics, and for free articles, please visit our
certain that your product or services will continue to bewebsite at Copyright 2006. All rights reserved. Indigo
marketable. The amazing pace of technological growthBusiness Solutions is a registered trade name.Discover
has changed many businesses and even eliminatedthe secrets to success.