Financial Statements and Budgeting

Private Placement Memorandum is a leader in financial budgeting. We have the experience and knowledge to help you build professional financial statements to get your venture moving forward. All of our models are custom and designed for each distinct application. We have built statements for small coffee shops seeking loans to large energy projects seeking millions from investors. Our financial statements are designed to work within, but not limited to, business plans, executive summaries, and internal budgeting documents. Our financial statements are accurate, effective, and exceed the expectations of the SBA and investors.
Below is a form to request a free sample and ask any questions about financial statements. In addition, business research and financial stats, data, and tips can be found on our Business Research page. Below the individual plan detail is a form to request a free quote and information about our services. Please take a few minutes and fill out a request form so that we can show you how we can turn your financial statements into bank or investor funding.

Our Financial Budgeting Process

The financial statement process starts with an opening questionnaire about your company. This allows our experts to provide an accurate quote for the level of plan that fits your needs. Following the first payment of 50%, a second questionnaire and service agreement is supplied. This questionnaire provides a walk-through of the different expenses, assets and revenue your company expects to have. We have designed the questionnaire to help you think about additional expenses and revenue you may have overlooked. The data on this questionnaire provides our specialists with custom information specific to your company. Our experts will also use industry data, past models, and years of experience to build your financial statements in 3 to 5 business days.
You will have 30 days, from the date you receive your first draft, to submit any revisions. This has proved to be more than enough time to complete the financial statements. The final spreadsheet in an editable format will be provided following the completion of the project.

What Our Financial Statements Include

Our financial statements are provided in two documents: Excel spreadsheet and Word document. Unlike many other companies, we provide the Excel spreadsheet in an easy to use and editable format. Private Placement Memorandum provides four different levels of financial statements. Our Level 2 bank ready budget and our Level 3 investor/VC ready budgets are custom built by our team. The differences in the Level 2 and Level 3 are discussed in each respective section below, but, the two financial statements may include:

*Custom Excel spreadsheet (NOT pre-made)
*Word document that is linked directly to the Excel spreadsheet
*Graphical representation of the charts below
*Pre-operating source and use of funds
*Revenue Forecast
*Personnel Forecast
*Income Statement
*Statement of Cash Flow
*Balance Sheet
*Break-even analysis
*Best and worse case analysis

Year 1 monthly break down of: Revenue, Personnel, Income Statement, Statement of Cash Flow, Balance Sheet

Contact us for a free consultation.