Demystifying the Pro Forma: Building Financial Projections

In 40+ years of working with entrepreneurs, we have regularly observed that “the money part” of business planning is often what causes many business owners and would-be business owners alike the most anxiety, confusion, and challenges. Yet the numbers don’t have to intimidate you. Instead, understanding a clear financial plan for your business will give you the confidence to make educated decisions about the viability of your business idea, access needed capital and actively manage cash flow as your business grows.