Pro Forma Financial Projections for Your Business Plan
Pro forma financial projections are the part of a business plan that stops most owners cold. Get the model right and lenders take you seriously. Get it wrong and the whole plan falls apart. Dr. Paul builds the numbers for you, or sells you a template you can run yourself.
Call or text Dr. Paul at (321) 948-9588
Last Updated: 6/13/2026 · Reviewed by Dr. Paul Borosky, DBA, MBA
Your pro forma financial statements have to be built in Excel and tied together across the income statement, profit and loss, cash budget, and balance sheet so the model moves as one. Change one assumption and every statement shifts. That is hard to do alone, and harder to defend in front of a banker.
Quality Business Plan handles it two ways. Dr. Paul Borosky, DBA, MBA builds and customizes your projections for you, or you buy a professionally built business plan template and run the numbers yourself. Either path ends with projections an investor will respect.
Free Financial Projections Tutorials
New to the numbers? Start here. Three short, plain-English walkthroughs of the three statements every projection is built on. No accounting background needed.
How to Read a Profit and Loss Statement
How to Read a Balance Sheet
What Is in a Cash Budget
See all free pro forma tutorials
Pro Forma Financial Projection Section, Done for You
Already wrote the plan and only need the financials? Pick the package that fits your business. Dr. Paul builds each one and walks you through it. The video beside each package shows an example of that exact deliverable.
How payment works: you start with a $100 deposit. The balance is due after our working meeting. Prices below are the full package price.
Basic Financial Projection Section
The Bottom Shelf section is the right call when you need clean, basic pro forma financials to finish a plan.
- Built by Dr. Paul Borosky, DBA, MBA
- 15 minute working session
- 6 pages
- Pro forma financial assumptions
- 12 month profit and loss statements
- Pro forma income statement for 5 years
- Pro forma balance sheet for 5 years
- For 2 employees or fewer and $200,000 or less in funding
$400 total. $100 deposit to start, balance due after our meeting.
Advanced Financial Projection Section
A good fit when you need a moderate level of pro forma financials with color charts and graphs.
- Built by Dr. Paul Borosky, DBA, MBA
- 20 minute working session
- 15 to 18 pages
- Color charts and graphs
- Pro forma financial assumptions
- 24 month profit and loss statements
- Common size quarterly pro forma profit and loss
- Pro forma income statements and balance sheet for 5 years
- Break even analysis
- For 30 employees or fewer and funding of $1,000,000 or less
$600 total. $100 deposit to start, balance due after our meeting.
Complete Financial Projection Section
The right choice when you need in-depth pro forma financials to finish a plan.
- Built by Dr. Paul Borosky, DBA, MBA
- 30 minute working session
- 19 to 24 pages
- Color charts and graphs
- Pro forma financial assumptions
- 24 month pro forma profit and loss statements
- Common size quarterly profit and loss
- Pro forma income statements and balance sheet for 5 years
- Projected valuation based on cash flow
- Break even analysis, payback period, financial ratios
- Sensitivity analysis and best case, worst case analysis
- Funding request, 1 page
$1,000 total. $100 deposit to start, balance due after our meeting.
Compare the Three Packages
| Component | Basic | Advanced | Complete |
|---|---|---|---|
| Page count | 6 | 15 to 18 | 19 to 24 |
| Full color charts, graphs, tables | Yes | Yes | |
| Financial assumptions | Yes | Yes | Yes |
| Pro forma profit and loss | 12 month | 24 month | 24 month |
| Pro forma income statement, 5 years | Yes | Yes | Yes |
| Pro forma balance sheet, 5 years | Yes | Yes | Yes |
| Common size quarterly profit and loss | Yes | Yes | |
| Break even analysis | Yes | Yes | |
| Payback period | Yes | ||
| Financial ratios | Yes | ||
| Sensitivity analysis | Yes | ||
| Best case, worst case analysis | Yes | ||
| Projected valuation, cash flow based | Yes | ||
| Funding request | Yes | ||
| Price | $400 | $600 | $1,000 |
Financial Projection Templates You Run Yourself
Basic P&L and Cash Budget Template
Want a simple pro forma profit and loss template or a working cash budget for your plan or operations? Enter your numbers in one data block and the template updates both the profit and loss and the cash budget for you. Need a hand finishing it? Just contact us for pricing.
$25 Buy the template
Pro Forma Financial Projection Template
Input your products and sales prices, fixed costs, startup expenses, and a monthly labor section. The model then builds:
- 24 month profit and loss statement
- Pro forma income statements for 5 years
- Pro forma balance sheet for 5 years
- Loan amortization schedule
- Depreciation breakdown
$100 Buy the template
Advanced Pro Forma Financial Projection Template
The advanced template adds depth for businesses that need it. Enter your products, prices, costs, startup expenses, and labor, and the model builds:
- 36 month profit and loss statement
- Income statements and balance sheet for 5 years
- Break even analysis and cash budget
- Financial ratios
- Best case, worst case income statements for 5 years
- Valuation based on cash flows
- Loan amortization schedule and depreciation breakdown
- Free tutorials included
Purchase links take you to our payment site, QualityBusinessConsultant.com.
Pro Forma Financial Projections That Win Funding
The financial section is where investors decide if your plan is serious. A projection that is accurate, realistic, and clearly laid out builds more confidence than any amount of narrative. Built right, it shows exactly how your business makes money and what a lender can expect back.
Built by a Professional, Not a Guess
Good projections are not number crunching. They are forecasts grounded in market trends, industry benchmarks, and honest assumptions about your business. Dr. Paul builds models that hold up under questions, with revenue drivers, costs, and cash flow a banker can follow line by line.
You Save Time and Get an Outside Read
Hand the financials to a professional and you get your time back to run the business. You also get a neutral set of eyes. Dr. Paul catches weak assumptions and flags risks you are too close to see, before an investor finds them first.
Accuracy You Can Defend
On a financial model, one small error sinks the whole plan. Every formula, ratio, and assumption gets checked so the numbers stay consistent and defensible. A clean projection signals that you sweat the details, and lenders notice.
Built for Your Business
A one size fits all template will not survive a real conversation with an investor. Your projections should reflect your revenue streams, your costs, your growth plan, and your industry. That precision is what separates a plan that gets funded from one that gets filed away.
About Dr. Paul Borosky, DBA, MBA
Dr. Paul has built business plans and financial models for more than 1,000 clients over 14+ years, work tied to $100M+ in funded projects. He holds a DBA from National University and an MBA with a focus in finance from Webster University. When Dr. Paul builds your projections, he walks you through every number, from the revenue assumptions to the profit and loss, so you can defend the model in front of any lender.
Financial Projections FAQ
What are pro forma financial projections?
They are forward looking financial statements. The income statement, profit and loss, cash budget, and balance sheet, tied together to show how your business is expected to perform. Lenders and investors read them to judge return and risk before they fund you.
How much do financial projections cost?
Done for you packages are $400 for Basic, $600 for Advanced, and $1,000 for Complete. If you would rather build it yourself, templates start at $25.
Can I build the projections myself?
Yes. The Basic P&L and Cash Budget template is $25 and the Pro Forma Financial Projection template is $100. You enter your numbers and the model updates the statements for you. Need help finishing it? Dr. Paul can step in.
Who builds the projections?
Dr. Paul Borosky, DBA, MBA. A business consultant and business plan writer with 14+ years of experience, 1,000+ clients served, and $100M+ in funded projects.
Talk to Dr. Paul
Call or text Dr. Paul Borosky, DBA, MBA at (321) 948-9588
Email paulb@qualitybusinessplan.com
Hours: Monday to Friday, 9 AM to 5 PM. Weekends by appointment. Based in Deltona, Florida, serving business owners across the US.