Projected Financial Statement Analysis

A  projected financial statement analysis seeks to forecast the impact of  various implementation decisions. The pro forma financial statement can  be part of the risk analysis of strategic plan. The goal of this  assignment is to ensure your strategic plan is viable financially. In  other words, does it create value for the firm?

Consider the cost  structure and revenue streams for your strategic initiative plan.  Research and data collected so far and will likely change once your  product or service is commercialized. Each statement should address  financial components of features, expenses, and sales of your product or  service. It is typical for net income to be negative at this point. Do  not assume that you have sales at this point unless you have sold your  product or service

Research the following if your plan is a market expansion plan for an existing organization, or a mergers and acquisitions plan:

1. Balance sheet
2. Income statement
3. Statement of cash flow
4. Fixed and variable expenses
5. A projected budget
6. Breakeven analysis

Complete  the “Projected Financial Statement Analysis (Pro Forma 3-Year Financial  Plan)”including the “Questions” tab, “12 Month P& L" tab, “Year 1”  tab, "Year 2 P&L” tab, and “Year 3 P&L” tab. The first year is  monthly and the second and third year are presented quarterly. Please  note the questions in the “Questions” tab may be answered at different  points in completing the Profit and Loss information. 

This  assignment uses a rubric. Please review the rubric prior to beginning  the assignment to become familiar with the expectations for successful  completion.