business forecast you can depend on

Financial projections to help you make decisions with confidence...not guesswork.

Your business IS our business. #wevalueyourbiz

Using the income approach, a forecast of a company’s future cash flows does not, by itself, yield an indication of value. Rather, it is the first step in developing an indication of a business’s value under that approach.

Next, the analyst determines the present value of those expected future cash flows by applying a discount rate that reflects the risk associated with achieving them. The discounted cash flows are then summed to arrive at an indication of value. This process is known as a discounted cash flow (DCF) analysis.

Business professional on ladder symbolizing financial forecasting and strategic planning
Business professional on ladder symbolizing financial forecasting and strategic planning

We help business owners plan for the future with customized financial tools and insights, including:

  • Budget development

  • Financial forecasts and projections

  • Strategic growth modeling

  • Investor or new partner planning

  • Business performance analysis

Who Needs a Forecast?

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

READ THE ARTICLE →

This article from our business blog explains the purpose of a forecast
and why business owners need
a forecast annually.
  • 3 consultations with valuation expert

  • Forecast includes these exhibits

    • cash flow statements

    • income statements
      (shown 3 ways)

    • balance sheets

    • assumptions & drivers

  • Displays historical and 5+ year forecast

  • Delivered standard in PDF format

What Does This Include?

TOTAL FEE ESTIMATE
$ 350 - $450 on average

( $50 retainer applied to total cost)

1. Fill out new client form →
2. Pay $50 retainer fee
3. Schedule project kickoff call
4. Attend kickoff call to meet consultant
5. Review, sign, and return engagement letter
6. Receive link to client portal and create login
7. Upload required documents and information

8. Receive project draft to review

9. Schedule mid-project call to discuss

How Does It Work ?

CONSULTANT BEGINS MODELING

CONSULTANT FINISHES MODELING

10. Receive final draft

11. Pay remaining balance

12. Receive final deliverable

13. Receive upgrades (if any)

14. Leave a project review

If you are not rerouted automatically to pay the retainer fee and schedule your call, click HERE.

NOTE: When you submit the new client information form, you will automatically be rerouted to pay the retainer fee and schedule your project kickoff call.

If you don't have any questions, you can get started now by filling out the client form and scheduling your forecast kickoff call.
If you have any questions, please call or text or email. You may also schedule a free consultation.
We are here to help.

How can we help? Not sure?
Book a free consult.

(770) 800-8969
(470) 478-3055

A Moment
for the Mind

The concept of present value dates back to the 1700s and is still the foundation of modern business valuation today.

Need a document notarized? Do it online Any time. Any day. From anywhere.
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Battle of the Experts:
The
Estate of Michael Jackson

When two experts are light years apart on the value of just his image
So how much was it worth?

Jacksons' experts said $2,100.
(not a typo...)
The IRS said
$435 million
(also not a typo).

How did the 8-year battle turn out?

..beat it ... beat it... ♪ ♫ ♪ ♫ ♫ ♪ ♫♫...♪ ♫♫ ♫ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
♫ ...beat it ♫ ♪

Using the income approach, a forecast of a company’s future cash flows does not, by itself,

Business professional on ladder symbolizing financial forecasting and strategic planning
Business professional on ladder symbolizing financial forecasting and strategic planning

We help business owners plan for the future with customized financial tools and insights, including:

  • Budget development

  • Financial forecasts and projections

  • Strategic growth modeling

  • Investor or new partner planning

  • Business performance analysis

yield an indication of value. Rather, it is the first step in developing an indication of a business’s value under that approach.

Who Needs a Forecast?

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

READ ARTICLE BELOW

  • 3 consultations with valuation expert

  • Forecast includes these exhibits

    • cash flow statements

    • income statements
      (shown 3 ways)

    • balance sheets

    • assumptions & drivers

  • Displays historical and 5+ year forecast

  • Delivered standard in PDF format

What Does This Include?

TOTAL FEE ESTIMATE
$ 350 - $450 on average

( $50 retainer applied to total cost)

  1. Fill out new client form

  2. Pay $50 retainer fee

  3. Schedule project kickoff call

  4. Attend project kickoff call

  5. Sign engagement letter

  6. Receive secure client portal link to upload documents

  7. Upload required information

8. Receive project draft to review

9. Schedule mid-project call

How Does It Work ?

CONSULTANT BEGINS MODELING

CONSULTANT FINISHES MODELING

10. Receive final draft

11. Pay remaining balance

12. Receive final deliverable

13. Receive upgrades (if any)

14. Leave a project review

If you are not rerouted automatically to pay the retainer fee and schedule your call, click HERE.

NOTE: When you submit the new client information form, you will automatically be rerouted to pay the retainer fee and schedule your project kickoff call.

If you don't have any questions, you can get started now by filling out the client form and scheduling your forecast kickoff call.

If you have any questions, please call or text or email. You may also schedule a free consultation.
We are here to help.

How can we help today?
Not sure? Book a free consult.

Need a document notarized? Do it online. Any time. Any day. From anywhere.
online notary

(770) 800-8969