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A Model For Forecasting Small Business Financial Statements And Firm Performance

Author

Listed:
  • Terrance Jalbert

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.

Suggested Citation

  • Terrance Jalbert, 2017. "A Model For Forecasting Small Business Financial Statements And Firm Performance," Business Education and Accreditation, The Institute for Business and Finance Research, vol. 9(2), pages 61-84.
    • Handle: RePEc:ibf:beaccr:v:9:y:2017:i:2:p:61-84
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    File URL: http://www.theibfr2.com/RePEc/ibf/beaccr/bea-v9n2-2017/BEA-V9N2-2017-6.pdf
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    Cited by:

    1. Terrance Jalbert & Jonathan D. Stewart, 2023. "A Comprehensive Retirement Financial Planning Tool Una Herramienta Integral De Planificacion Financiera Para La Jubilacion," Revista Global de Negocios, The Institute for Business and Finance Research, vol. 14(1), pages 13-44.

    More about this item

    Keywords

    Financial Statements; Pro-Forma Financial Statements; Forecasting; Entrepreneurship; Small Business Finance; Accounting for Small Businesses;
    All these keywords.

    JEL classification:

    • A2 - General Economics and Teaching - - Economic Education and Teaching of Economics
    • G31 - Financial Economics - - Corporate Finance and Governance - - - Capital Budgeting; Fixed Investment and Inventory Studies
    • M13 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Business Administration - - - New Firms; Startups
    • M41 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Accounting - - - Accounting

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