✅ What’s Included:
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Standard Pro Forma Financial Statements
Professionally prepared Income Statement, Balance Sheet, and Cash Flow Statement covering up to 3 years. -
Three-Month Review Period
Includes up to 3 revisions within 90 days based on updated assumptions. -
One-Year Subscription to Business Plan Platform
Access to a premium online platform for building and editing your business plan with templates, financial charts, and guides. -
Industry Financial Comparison
Your projections will be benchmarked against industry financial insights to validate assumptions and build credibility. -
Financial Assumptions Summary
A clear breakdown of revenue, cost, and investment assumptions that support the projections. -
Live Review Session
A virtual walkthrough of the financials with our advisor is ideal for preparing for investor questions or lender reviews.
🚫 Out of Scope (Not Included):
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Business Financial Insights (real-time performance analysis of existing operations)
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Business Plan Writing (narrative or section drafting)
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Bookkeeping or historical financial statements
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Audited or reviewed financials
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Valuation reports or pitch decks
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Forecasts beyond 3 years
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Ongoing financial advisory (e.g. CFO/controller services)
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