A pro forma financial statement is one based on specific assumptions and projections.

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We create five year pro forma projections. It is important to realize that investors are making a decision based on your company’s future, not its past, so projecting out five years is critical in order to obtain investor interest.

When it comes to accounting, pro forma statements are financial reports for your business based on hypothetical scenarios.

They are a logical way for you to test out situations you think may happen in the future to help you make the right business decisions today.



Since pro forma statements deal with potentials and what ifs, they are not considered GAAP (generally accepted accounting principles) compliant. This is because GAAP compliant reports must be based on historical information.

Pro Forma statements can help you get financed, by showing investors how you would use their money to sustainably grow your business.

Pro Forma statements can help you plan for the future, by considering best, worst, and most likely case scenarios in detail.

Pro Forma can help you accommodate how changes will impact your business and your bottom line.

Pro forma statements appear to be regular statements, except they’re based on a what if, not actual financial results. 

They answer hypothetical questions, or examine potential outcomes, for example, what if my company XYZ merged with ABC, what would our next 12 months of cash flow appear as?"

This type of pro forma projection takes into account all of your financials for the fiscal year up until the time of projection, then adds projected outcomes for the remainder of the year.

You may be courting investors or trying to convince your business partners of the value of a capital investment or additional financing. 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’s financial position over time.

Pro Forma projections are helpful in providing risk analysis.  We can assist you in visualizing best case and worst case scenarios to make sound financial decisions.


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