Note on Developing Financial Projections for Startups and Growth Businesses

by: James D. Price

Publication Date: July 3, 2009
Length: 14 pages
Product ID#: 1-428-846

Core Disciplines: Accounting/Finance, Entrepreneurship & Innovation

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Teaching Note

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Prospective investors in startups and growth businesses expect to review detailed financial information on the company. This note provides an in-depth discussion of both the art and the science of preparing financial projections for an early-stage business. It also describes the most appropriate way to present historical financial information, as well as advice on the best approach to preparing financial narratives and financial summary tables.


Teaching Objectives

After reading and discussing the material, students should:

  • Develop responsible, grounded, and defensible five-year financial projections for early-stage or growth businesses.
  • Identify formats, presentation styles, and documentation methods that are appealing to potential investors.
  • Analyze the financial-projection process.