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Forecasts and Projections

Financial forecasts and projections for planning, financing, and valuation purposes.

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Plan Forward With Confidence

Good decisions require good information about the future. Our forecasts and projections give you a clear view of where your business is headed based on realistic assumptions and sound methodology. Whether you're raising capital, planning growth, or supporting a valuation, we build the numbers you need.

What We Do

1

Financial Forecasts

Projecting future performance based on expected conditions and management's plans.

2

Financial Projections

Modeling multiple scenarios based on hypothetical assumptions.

3

Budgeting Support

Developing detailed budgets tied to strategic plans.

4

Lender and Investor Presentations

Building projections that support financing and investment discussions.

5

Valuation Support

Providing projections that support discounted cash flow and other valuation methods.

Who Is This For

  • Businesses seeking financing or investment
  • Companies planning for growth, expansion, or acquisition
  • Owners and advisors supporting valuation engagements
  • Leadership teams developing strategic plans

Meet the Team

Our team builds financial forecasts and projections grounded in realistic assumptions and sound methodology.

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

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Stay informed with our latest articles on financial forecasting, projections, and planning.

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The Triple Play: 3 Key Financial Reports Every Business Should Use

In baseball, a triple play is a rare but powerful defensive move that can shut down the competition in one swift motion. In business, your version of a triple play comes in the form of three ...

Cash Flow Clarity: Properly Classifying Your Financial Statements
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Cash Flow Clarity: Properly Classifying Your Financial Statements

Properly prepared financial statements provide a wealth of information about your company. But the operative words there are "properly prepared." Classifying information accurately isn't always easy ...

Why Industry Risk Matters in Business Valuation
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Why Industry Risk Matters in Business Valuation

When valuing a private business, IRS Revenue Ruling 59-60 remains one of the most foundational guides for determining value. Among the key factors it identifies is "the condition and outlook of the ...