Business Plan & Financial Forecast

The client approached us with a concept for a start-up business and requested help expanding the business plan and securing funding. We worked with them to develop a comprehensive five year financial forecasting model including annual and quarterly versions of the Income Statement, Balance Sheet, Statement of Cash Flows, Debt and Amortization & Depreciation Schedules. The model was fully interactive and instantly reflected changes in assumptions. It automatically calculated key metrics including burn rates, customer acquisition costs, and customer life time value. We also provided additional strategic suggestions such as additional markets to target, key milestones to achieve, and clarifying questions such as what parts of the supply chain will they operate in. The business placed third in the Advanced Manufacturing category at the Wisconsin Governor's Business Plan Competition.

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