Forecasts and Projections are used by business management and individuals as a tool to plan and prepare for the challenges and opportunities of the future.

Developing a forecast is the worthwhile exercise of performing an in-depth analysis of your industry and market conditions, competition, geographic location, personnel and other internal and external factors that can affect expected results.

Developing a projection is more limited in scope since it looks at hypothetical "what if" situations when analyzing business strategies (i.e., to lease or buy).

Over the years, Perdomo Ferrer LLC has assisted many businesses and individuals in developing Forecasts and Projections for a variety of situational needs. Our involvement varies depending on the particular circumstances and purpose for which the Forecast or Projection is being prepared.

Forecasts are prepared most often in response to a direct request by a banker or potential investor to secure financing or investment capital, among other reasons.

A sampling of the types of engagements we have assisted in include:

  • Obtaining financing
  • Starting a new business
  • Expanding an existing business
  • Business valuations
  • Business plans
  • Cash flow analysis
  • Budgeting
  • Acquisitions and mergers
  • Selling a business
  • Investment planning
  • Tax planning