Pro Forma Financials

Overview

A forward‑looking financial model designed to show how your business is expected to perform under realistic assumptions. Pro forma financials help investors, lenders, and immigration officers (E‑2, L‑1, EB‑5, NIW) understand projected revenue, expenses, profitability, and cash flow—built by MBA‑certified experts for maximum clarity and credibility.

What’s Included

• Projected Income Statement — revenue, COGS, expenses, net profit
• Projected Balance Sheet — assets, liabilities, equity
• Cash Flow Forecast — inflows, outflows, liquidity
• Capital Expenditure Plan — investments, equipment, infrastructure
• Break‑Even Analysis — viability and sustainability
• Scenario & Sensitivity Analysis — best, base, worst case
• Assumptions Sheet — pricing, growth, cost structure
• Financial Ratios — KPIs for investors and lenders

Who It’s For

• Startups seeking investment
• Businesses applying for visas (E‑2, L‑1, EB‑5, NIW)
• Companies planning expansion
• Entrepreneurs validating business viability
• Founders needing long‑term clarity

Deliverables

• Full Pro Forma Financial Model (Excel + PDF)
• 3–5 Year Forecast — revenue, expenses, profit
• Cash Flow Statement
• Balance Sheet Projection
• Scenario & Sensitivity Analysis
• Executive Summary