Financial Plan
Project scope
Categories
Market research Project management Financial modeling Financial services Risk, audit and complianceSkills
economic growth management consulting market size financial forecasting financial software business strategies sales forecasting sales forecasting researchConseil Progressio provides management consulting services to small and medium enterprises. Our clients require assistance in the development of financial plans to apply for funding.
We would like to collaborate with students to develop financial projections for various projects.
This will involve several different steps for the students, including:
- Learning about our business strategy from various employees to become familiar with our goals, mission, and products.
- Creating forecasts using Excel (or another financial software) for sales in the first year of operation as well as an income projection (conservative and aggressive).
- Working with our team to develop an expense budget.
- Conducting a break-even analysis timeline using financial projections.
- Reporting on projected assets and liabilities.
- Including visual comparisons such as graphs and charts to show the differences between the conservative and aggressive income projections.
- Conduct market size and market growth research to establish assumptions for financial projections.
By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):
- Completed a sales forecast and an income projection for the first year of operations.
- Conducted a break-even analysis using the sales forecast and expense budget.
- Analyzed projected assets and liabilities our company will have in the first year of operations.
- Included extra visuals in the report to help us understand the differences between the conservative and aggressive income projections.
Final deliverables:
- A final report including a sales forecast, income projection, expense budget, break-even point, assets, liabilities, as well as any calculations and assumptions used.
- A 30-minute presentation explaining all research and findings from the report.
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- What does our company do?
- Where will we be located? Who is our target audience?
- How much money do we have to start? How much are we seeking from investors?
- What type of expenses are we anticipating?
Supported causes
Industry, innovation and infrastructureAbout the company
Headquartered in Montreal, Progressio Consulting offers a wide spectrum of services to help entrepreneurs and small and medium businesses commercialize projects and ideas, accelerate growth, improve productivity, and build organizational capabilities. Our experienced consultants help clients across Canada adopt and incorporate best practices to meet their business challenges and become more competitive.
The company has been providing exemplary services to its clientele since 2014 and since then it has accumulated a massive repository of market intelligence, solid multi-industry experience, and a deep understanding of the present-day needs of entrepreneurs and business people. All our clients are different but they have one thing in common – they get from us streamlined, practical solutions for their challenges.
Progressio Consulting started with a focus on the high-tech service sector. However, over time, the area of expertise expanded to other industries, such as retail and wholesale, distribution, services, non-profit activities, real estate, construction, restaurants, and pharmaceuticals, to name just a few. Whether you need a business plan or basic advise on the legal structure of your business we are here to provide you with valuable insights and reliable solutions.
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