financial modeling

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Whether you are launching a new venture, or growing an established business, we can assist you in the preparation of a Financial Model which projects your company's revenues, expenses, profit, balance sheet and cash flow over the next 3 to 5 years. We work closely with you to identify the issues surrounding the development of your business and provide you with a financial roadmap depicting where your company is today, where you plan on taking it in the future, and how you will get there.

What we do:

Using our robust financial modeling framework, The VMI Financial Roadmap, which has been validated in the field by Venture Momentum’s clients for more than 15 years, and taught by Anthony Nassar at UC Berkeley, San Jose State University, SDForum, and other notable organizations, we work together with your management team to:

  • Establish revenue assumptions based on available market and historical data of your customers

  • Establish assumptions for all expense components including cost of goods/services, marketing, research & development, and general & administrative expenses

  • Develop a detailed revenue forecast

  • Project your human resources needs

  • Project your capital equipment requirements

  • Develop a detailed expense forecast

  • Develop a cash flow forecast

  • Compute your return on investment

How you benefit:

You receive a financial tool which becomes an integral part of your business plan, and provides you with essential information to successfully manage your company. Your financial plan will allow you to:

  • Know exactly where your business is, and project where it is going

  • Determine adequate levels of capitalization for your business at various development stages

  • Establish goals for revenue and profitability

  • Derive metrics and benchmarks against which you can measure the actual financial performance of your business

  • Better plan your human resources, equipment and office space needs

You may request a demo of the VMI Financial Roadmap by visiting the Contact page.