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18 Ways to Make Your Financial Model Stand Out to Investors

David Teten

One of our biggest pet peeves is reviewing an operational model that starts in “Month 1″, and excludes anything that has happened in the past. 16) Cash is king. A good model needs to factor in cash collections, disbursements, and other working capital considerations with a Balance Sheet and Statement of Cash Flows.

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The Key Elements of the Financial Plan

Up and Running

Balance sheet. Major corporations use pro forma statements to illustrate projected numbers, like in the case of a merger or acquisition, or to emphasize certain current figures. You’ll also list your operating expenses, which are the expenses associated with running your business that aren’t incurred directly by making a sale.

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Financing Acquisitions: Keys to Structuring the Deal And Obtaining The Funding

YoungUpstarts

Marks, founder and managing partner of High Rock Partners and author of “ Middle Market M & A: Handbook for Investment Banking and Business Consulting “ Conventional wisdom says that a company grows by reaching new customers, increasing its workforce, expanding marketing or launching new products or services. by Kenneth H.