BUSINESS FINANCIAL FORECAST THAT you can depend on

LEARN: What is a Forecast ?

We hear people often ask, "What's the forecast this weekend? Is it supposed to rain ?"

A forecasat is simply a prediction of the future. Hold please. Let me grab my crystal ball please.

This is the same concept, but with financial information instead of weather.

Financial forecasting is the process of projecting a company's future financial performance—including revenue, expenses, and cash flow—by looking at:

(1) what happened in the past

+ (2) what the professionals in each industry are predicting

+ (3) what economists say will affect the entire county and we put it all together to make a best guess. Well, a very well researched best guess.

Many times, a company is trying to get a loan and the lender wants a forecast of how the company is expected to perform. Obviously, no one can predict the future and that is where the discount rate comes in. Hopefully its coming together for you.

It is an essential tool for business owners, investors, and stakeholders to understand potential future scenarios. [1]

Watch: Financial Forecast Overview (60-90 sec.)

DETAILS: Business Financial Forecast

The client. The deliverable. The timeline.

Read article:

"When Might a Business Owner Need to Hire a Valuation Professional?

(5 - 7 min. light read)

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Service title

Business owners who:

• Feel unsure about upcoming financial decisions
  

• Want to see the impact of changes in pricing or expenses
  

• Need clarity before hiring or expanding
  

• Want documentation to present to banks and lenders

Who Needs a Forecast?

TOTAL FEE $ 350.00

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What Does the

Forecast Include?

Package UPgrades available:

Discounted cash flow valuation

Receive package in Excel format

Signed letter by consultant

$100

$125

$125

• Two consultations with valuation expert

• Package includes the six exhibits

• Displays historical and 5+ year forecast

• Delivered standard in PDF format

( $50 retainer applied to total cost)

1. 1. Fill out New Client Form

2. 2. Pay $50 retainer fee

3. 3. Book project kickoff call

4. 4. Have kickoff call

5. 5. Sign engagement letter

6. 6. Receive secure link for docs

7. 7. Upload your documents

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8. Receives Draft Assumptions

9. Book Mid-Project Call

How Does It Work ?

CONSULTANT BEGINS MODELING

CONSULTANT FINISHES MODELING

10. Pay remaning balance

11. Receive final deliverable

12. Receive upgrades (if any)

13. Leave review

NOTE: When you Hit SUBMIT

NEXT: Pay the $50 retainer fee

LAST: Book your kickoff call.

We are honored to be able to call you a client and look forward to the kickoff call.

If you are not routed automatically to pay the retainer and book the call, click below.

General Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Are our discussions confidential?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?

• Where can we have our consultations?
  
  
  

Engagement Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?
  

• What is a business valuation?

• When may I want to hire a valuation expert?

• How much does a business valuation cost?

• How long does a business valuation take?

• Does my company structure matter (LLC, C-corp, S-corp, etc.)

• What information is needed for a forecast or valuation?
  Can you help me sell my business? What about buy a business?

Consultation Questions:

• How can I contact my consultant if it is urgent?

• Where can we have our consultations?

• What if I have trouble with my meeting link?

• What if I miss my consultation or education module?
  
  
  

We also offer a Glossary of Business Terms & Concepts. Check it out.

Frequently Asked Questions

We offer a glossary of business terms and concepts every business owner should know. Check it out.

We also publish a Business Consulting Blog which covers business topics related to finance, accounting, and business valuation.

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