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A Model For Forecasting Small Business Financial Statements And Firm Performance Un Modelo Para Pronosticar Estados Financieros De Pequenas Empresas Y Desempeno De Las Empresas

Author

Listed:
  • Terrance Jalbert

Abstract

Forecasting financial statements and preparing financial analysis involves complex and challenging work. Entrepreneurs along with students in entrepreneurship, finance and accounting courses face an, often intimidating, task. This paper provides a spreadsheet-based template to assist users with these efforts. The template assists users with forecasted financial statements, creating a capital budget, calculating firm value and completing ratio analysis. The template provides specific tools to incorporate considerations related to start-up firms. The template’s flexibility allows adaptions to any firm and to meet learning objectives for numerous courses.

Suggested Citation

  • Terrance Jalbert, 2020. "A Model For Forecasting Small Business Financial Statements And Firm Performance Un Modelo Para Pronosticar Estados Financieros De Pequenas Empresas Y Desempeno De Las Empresas," Revista Global de Negocios, The Institute for Business and Finance Research, vol. 8(2), pages 59-83.
    • Handle: RePEc:ibf:rgnego:v:8:y:2020:i:2:p:59-83
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    More about this item

    Keywords

    Financial Statements; Pro-Forma Financial Statements; Forecasting; Entrepreneurship; Small Business Finance; Accounting for Small Businesses;
    All these keywords.

    JEL classification:

    • A2 - General Economics and Teaching - - Economic Education and Teaching of Economics
    • G31 - Financial Economics - - Corporate Finance and Governance - - - Capital Budgeting; Fixed Investment and Inventory Studies
    • M13 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Business Administration - - - New Firms; Startups
    • M41 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Accounting - - - Accounting

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