Client’s Objectives
- Obtain expansion facility financing
- Submit a compelling early-stage business loan application package
- Quantify future performance expectations in projected financial statements
Assistance
- Prepared comprehensive financial statement projection model, allowing management to finalize assumptions for operating and real estate entities
- Facilitated trending review of past performance and deliberation of future assumptions
- Suggested other high-impact schedules to be included in the application
- Provided other guidance for the final loan application
Results/Value
- Supported three-year projection – for loan application, 2025 performance management, and long-term financial planning purposes
- Helped prepare to raise governmental, financial institution, or equity funding
- Provided robust Excel-based financial projection model for future use