A Model for Forecasting Small Business Financial Statements and Firm Performance

Business Education & Accreditation, v. 9(2), p. 61-84, 2017

24 Pages Posted: 18 Oct 2017 Last revised: 21 May 2020

See all articles by Terrance Jalbert

Terrance Jalbert

University of Hawaii - Department of Business Administration

Date Written: 2017

Abstract

Forecasting financial statements and completing comprehensive financial analysis constitutes a considerable challenge for entrepreneurs. Students in various entrepreneurship, finance and accounting courses also face this challenge. This paper presents a spreadsheet template that assists entrepreneurs and students with this task. The template creates forecasted financial statements, a capital budget, calculations of firm value and ratio analysis. The template addresses specific considerations of start-up firms. The template provides flexibility that allows adaptions to various entrepreneurs and to meet learning objectives of courses at varying levels.

Keywords: Financial Statements, Pro-Forma Financial Statements, Forecasting, Entrepreneurship, Small Business Finance, Accounting for Small Businesses

JEL Classification: A2, G31, M13, M41

Suggested Citation

Jalbert, Terrance, A Model for Forecasting Small Business Financial Statements and Firm Performance (2017). Business Education & Accreditation, v. 9(2), p. 61-84, 2017, Available at SSRN: https://ssrn.com/abstract=3041555

Terrance Jalbert (Contact Author)

University of Hawaii - Department of Business Administration ( email )

808-974-7456 (Phone)

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