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Financial Statement Projections: Tools for Making a Simplified and Effective Forecast - (3 Parts) - Sp18

Financial Statement Projections: Tools for Making a Simplified and Effective Forecast - (3 Parts) - Sp18

Date:

Details

Time:4:00 pm EST

Description:

Business lending, at times, can become too complicated due to computerized “spread” programs that give bankers an endless capacity to crank out financial statement projects.  Somewhere in this high tech revolution and among mountains of paperwork, we’ve lost the “art” of mentally picturing a financial statement – the key relationships and how businesses can grow and change.  This course emphasizes the “big picture” and a visual approach to the components of a financial statement forecast.  It uses a simple model as a starting point to prepare for and narrow the range of (and volume of) later, automated investigations.

 

Specific topics to be addressed include:

  • How to represent your customer’s financial statements in a chart or diagram
  • Identify the three key financial statement relationships
  • Understand and apply the concept of sustainable growth
  • How the break-even sales level and operating leverage affect the business
  • Developing projection assumptions in best case, worst case and most likely scenarios
  • Use a six-step, “visual” model to make a financial statement projection or forecast
  • Review tips for determining key variables and assumptions
  • Review important links to loan structuring, setting financial covenant and exploring a firm’s optimal capital structure
  • Letting computerized tools take over to provide more details and explore “what if” scenarios

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