I NEED A FINANCIAL PLAN

How can WWLC help?

The Challenge

You need a financial projection model.   Perhaps you have a crude profit and loss estimate.   A short spreadsheet that looks promising.  How do you turn that into a full set of interactive financial projections (P&L, Balance Sheet; Cash Flow Statement)?   Should you use an online option like ProjectionHub or PlanGuru?   Is it necessary to have both a best-case and a worst-case scenario?  How do your key metrics compare to industry averages?  How much money do you really need?  Do you send investors your excel file?  

 

The Solution

WWLC’s founders have created and edited countless financial plans and projections.   From 3-5 year projections, to detailed annual budgets we can help you prepare credible plans.  Often, we are called upon to “fix” projection models generated (black box style) by online services.  Unlike those models, ours are dynamic, incorporating historical results and industry metrics.  We work closely with you and your team to ensure that you understand and “own” your projection models, giving you a tool, not just a printout.  

 

CONSIDER THESE NEXT STEPS

MINUTES. Take them. Gather the necessary financial and background information first.

SALES, SALES, SALES. Expenses are easy to project. Focus on revenues. Know your sales cycle.

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GROSS MARGIN. Investors often look for a 50% or better margin! Take the time to understand your COGS.

EMAIL or PHONE CALL. We can help. Contact us.

HOW CAN WE HELP?

Tell Us About Your Business.

How can we help?

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