What is the Value of Pro Forma Financials?

Posted in Finances
By David Kaplan -
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A client emailed the other day to ask for help in preparing his pro forma financial statements, the three to five year profit and loss statement and balance sheet that generally accompany business plans. He told me that he knew the cost to have his product manufactured and packaged and the that he had also […]

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Red Sneakers

Posted in Business Plan Tips, Marketing
By David Kaplan -
1 comment

Several years ago a client asked me to read a business plan he had written to raise the funds needed to take his invention to market.  The plan described a kind of helper spring to improve the handling of heavily-loaded pick-up trucks. In the marketing section of the plan, he referred to the market opportunity as “within the nearly $100 billion auto […]

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