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Pro Forma Financial Statements (with Templates and Examples)
When it comes to accounting, pro forma statements are financial reports for your business based on hypothetical scenarios.
These statements can help you make a business plan, create a financial forecast , and even get funding from potential investors or lenders. Different but related: you can send clients pro forma invoices to let them know how much their order would be if they placed it today.
For these purposes, pro forma statements are typically created as a part of a financial forecast in financial accounting. Big corporations who have in-house accountants use pro forma statements for financial modeling different scenarios. It may be tempting to think of a pro forma statement as the same as a business budget. After all, you create both in anticipation of the future. But budgets and pro forma statements are two distinct financial tools. Think of it this way: A pro forma statement is a prediction, and a budget is a plan.
Your budget may be based on what your pro forma statements say—after all, it makes sense to make plans based on your predictions. There are four main types of pro forma statements. While they all fall into the same categories—income statement, balance sheet, and cash flow statement—they differ based on the purpose of the financial forecast.
This type of pro forma projection takes into account all of your financials for the year up until the present time, then adds projected outcomes for the remainder of the year. That can help you show investors or partners what business finances could look like by the end of the year. You may be courting investors or trying to convince your business partners of the value of financing your business.
In that case, you can use a financing pro forma projection to make your case. It takes into account an injection of cash from an outside source—plus any interest payments you may need to make—and shows how it will affect your business. This type of pro forma projection looks at the past financial statements of your business, plus the past financial statements of a business you want to buy.
Then it merges them to show what your financials would have looked like if you made the acquisition earlier. You can use this scenario as a model of what may happen in the future if you buy the other business now. Looking at both best case and worst case scenarios helps you anticipate challenges you may face in the future.
For instance, what happens if your main vendor raises their prices like they did last year? Will your business be able to handle it? Risk analysis lets you take the future for a test ride, and try out different outcomes. The sample pro forma statements below may look different from the statements you create, depending on what your template looks like. But generally, these are the steps you need to take to create them—and the info your pro forma statements should include.
You could do this by growing your number of sales a fixed amount every month, or gradually increasing the amount of sales you make per month. Then, deduct it from your sales. Deduct any other operating expenses you have, as well. One note: your pro forma statements will be much more accurate if your bookkeeping is up to date. This pro forma statement can be part of a larger cash flow forecast. Your projected cash flow can give you a few different insights.
On the other hand, if net cash flow is positive, you can plan on having enough extra cash on hand to pay off loans, or save for a big investment. By drawing on info from the income statement and the cash flow statement, you can create pro forma balance sheets. The balance sheet will project changes in your business accounts over time.
So you can plan where to move money, when. This post is to be used for informational purposes only and does not constitute legal, business, or tax advice. Each person should consult his or her own attorney, business advisor, or tax advisor with respect to matters referenced in this post. Bench assumes no liability for actions taken in reliance upon the information contained herein.
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Download free Financial Statement Templates including balance sheets, income statements, cash flow, profit and loss, budgets, and break even analysis. NPV Calculator - A simple spreadsheet to help calculate Net Present Value and. Advanced Financial Statement Analysis templates in Word (doc) and excel (xls) Management Financial Management and Financial Statements Free Online.
Financial statements are prepared for the purpose of representing the financial performance of a person or an organization. Financial statements are also considered as financial records. For example, a bank statement or income statement is also known as a financial statement. Different types of Financial Ratio Analysis methods are there, and financial ratio analysis is one of them. To create financial statements, using samples is the smartest thing to do.
Do the financial analysis of balance sheet and income statements of your company, stock market companies or for your clients? Now you can use MS Excel to do the complete financial analysis such as horizontal analysis, vertical analysis, break-even analysis, sales revenue analysis and more.
When it comes to accounting, pro forma statements are financial reports for your business based on hypothetical scenarios. These statements can help you make a business plan, create a financial forecast , and even get funding from potential investors or lenders. Different but related: you can send clients pro forma invoices to let them know how much their order would be if they placed it today.
Download Free Financial Analysis Templates in Excel
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Business Planning & Financial Statements Template Gallery
We hope that you will find them as useful as we have! The spreadsheets featured below also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully you'll be able to make these financial templates work for you. Create a business plan using Word with a companion Excel workbook for customizing financial statements. Provides a measure of economic performance for your company. Also called a Profit and Loss Statement. Contains two worksheets for creating a yearly business budget - for service providers or companies producing and selling goods. Based on the Income Statement template, with similar categories and layout. Create a sales forecast spreadsheet to use in your business plan, including estimated sales, COGS, and gross profit on a monthly basis over 3 years.
By Jennifer D'Agostino.
