Financial Pro-Forma Services

Take bold steps forward with a custom financial pro-forma (income statement, balance sheet, cash-flow & more).

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FINANCIAL PRO-FORMA OVERVIEW

Ventureplans™ world-class financial experts have cumulative decades of experience drafting financial pro-formas, key for any successful business. Contact us at. 8555-VENTURE or schedule a consultation to learn more.

Financial Pro-Forma statements are essential to the success of your business. They essentially forecast your future and are financial reports issued by an entity. Pro-forma documents look into the future to help you predict future income through various accounting statements. The document may include projected expenses, cash flow and expected revenue for three to five years into the future. The different types of pro forma statements include pro forma projection for financing or investment; pro forma projection for the entire year;and historical with acquisition pro forma projection. In a nutshell, financial pro forma statements are a method that company managers, customers, creditors, and others may use to present and analyze potential scenarios. They will look both backwards and forwards in financial pro forma statements, exposing financial information that traditional financial statements cannot.

FINANCIAL PRO-FORMA

Our 1,500+ clients trust us with drating financial pro-forma documents to help predict future income and make informed decisions.

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WHY VENTURE PLANS?

1

Seasoned

With decades of cumulative experience, we are uniquely qualified across a range of industries.

2

Accredited

Ivy-league trained management consultants, seasoned legal consultants, certified valuators and analysts.

3

Data-driven Analytics

Insights and recommendations based on qualitative and quantitative metric.

4

Trusted

By top Fortune 500 CEO's nationally and globally.

FEATURED SERVICES

  • Management Consulting

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Business Strategy

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Legal Advisory

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Financing

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Technology

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Internship & Externship

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Invest in Private Equity

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Investor Relations Software (AI)

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Industry Market Reports

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

Let us help you with the financials so you can focus on running your business.

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  • 15+ Years in Operation
  • 4750+ Projects done
  • 3 Offices
  • 650 M Capital Raised

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FINRA, CFI Institute, Harvard, Certified Valuators and Analysts.

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Custom Business Plans Delivered As Fast As 3 Days.

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OUR CLIENTS' WORDS

See how we have helped our clients achieve their business objectives.

Venture plans is organized, efficient, and knowledgeable in the cybersecurity and data encryption sector. They helped us prepare for a 15 M capital raise.

Ajay M. - CEO. Seccom LLC

We couldn't find an experienced consulting firm in Oklahoma City at the time with the level of experience we were looking for. When we found Venture Plans, they revamped our entire software development cycles, helped us with our crowdfunding strategy, and offered new insights on our company direction.

Allan H

It is evident that Mr. Dordar and Venture Plans have great achievements on the horizon.

Frank G.

I’m an executive with global master franchising, and I have collaborated internationally with many entrepreneurs. Arleo Dordar is a critical thinker, and accomplished problem solver. He is a driven and trustworthy leader in the private and institutional sectors for financing.

Ted Van Samang - Founder, Franchisepassion

My name is Dr. C, I am a dermatologist in Mill Valley, California. I reached out to venture plans to assist me with a government project targeting a medical technology. Their consultants are very experienced in the health tech space.

Dr. C

VisionVR is the world’s first all-in-one assistive device for the visually impaired, specifically designed for watching television and improving performance on day- to-day tasks. We needed a consulting firm who had experience in the VR space. When we found venture plans they helped improve our business model and provided us with new information in the VR space that helped us remain competitive. Venture plans consultants have experience in e-commerce, Vr technology and financial due diligence.

Zack A

Very talented business analysts, helped us write a very well written tele-health business plan that helped us secure grants.

Nahid A

Excellent diverse range of consultants in multiple industries. They know their work, and provide realistic feedback.

Daniel F

Venture Plans is very experienced in capital raising services pertaining to small to mid cap organizations. They provide the corporate governance that is required for companies to grow. Working with Arleo has been a pleasure, demonstrating with ease his consultancy experience and background in a wide variety of topics including corporate finance and investor profiling. His expertise, solutions-oriented approach, and professionalism are invaluable!

Khong Z

Venture plans is very experienced in SBA financing, we had previously applied for an SBA loan and was unsuccessful. Venture plans helped us prepare carefully and assisted us developing our financials for the raise and to finally obtain financing.

Abdul Z

We have a breakthrough technological product that focuses on packaging and delivery safety. We had no idea that the right way to raise money and draw paying subscribers was by crowdfunding. Venture Plans wrote a particular digital marketing crowdfunding strategy for us that outlined a proper campaign model for us to implement, resulting in a 6-month increase of 2.5 M in combined funding and subscriptions

Bob R. - CEO Big Boring Box

We featured Arleo Dordar on the Beverly Hills House Wives on Bravo to provide direction on our business strategy and deal structure live. Arleo Dordar is experienced in the fashion and Artificial Intelligence space. Venture Plans helped prepare a comprehensive business plan, and guided me and my husband, Mauricio Umansky, on the best possible outcomes to scaling our retail fashion line with our offshore partners Shahida Clayton. Arleo integrated artificial intelligence, cognitive computing, and an eco-friendly model so we can maximize our potential in this highly competitive industry. Grant approvals in the U.S. have been highly competitive, Covid had reduced our income by 50 %, and we needed urgent assistance from an experienced team to advise and provide grant application support.

Kyle Richards, Mauricio Unmansky, and Shahida Clayton

Learn how to draft a financial pro-forma.

FINANCIAL PRO-FORMA PROCESS

Leave it to us to help you calculate the important financial variables for sustainable growth.

Financial Pro-Forma Consultation
1

Financial Pro-Forma Consultation

We begin with a financial pro-forma consultation where we gather financial documents, compile and develop a sound financial business strategy. We give you an overview of your financial position, including break-even-analysis, financial benchmarks, five-year projections of expenses, cashflow and expected revenue.

Financial Due Diligence
2

Financial Due Diligence

After we complete our financial pro-forma consultation, our team will help you perform a financial due diligence of your business. This will focus on providing your investors and buyers with an overview of your company’s long-term earnings and create an evaluation of your financial stability. To attain this, we will review different variables such as cash flow, assets and liabilities.

Creating Business Financial Statements
3

Creating Business Financial Statements

Ventureplans™ will create custom business financial statements for your business. This is an important aspect of running a business as it showcases a business financial positioning in relation to cash flow, income, assets and liabilities. It also helps with planning and forecasting for the future, as they are helpful and necessary when trying to receive a business loan. The different forms of business financial statements include balance sheets, liabilities, net worth, income statements, cash flow and shareholder equity. Our team will work with you to create accurate financial statements that help analyze your business’ overall performance.

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OUR TEAM

Make informed business decisions with Ventureplans™.

Arleo Dordar

Founder & President

Arleo Dordar is the Founder/CEO, investor, and product architect of Ventureplans™. Arleo is a visionary with a strong leadership background. He has assisted various Fortune 500 companies in scaling, restructuring, organizing, and developing sustainability plans for 4500+ businesses across 150 industries globally, resulting over $100 million dollars in investments. Arleo's expertise is in the implementation of revenue growth, execution, financing and digital transformation. Arleo engages in high-level discussions with startups, small businesses, and enterprise level organizations to gather and analyze big data, understand trends, and proactively deliver insights, recommendations, and drive improvements based on qualitative and quantitative metrics in to enhance operational efficiency, sales, marketing, and branding to achieve financing goals. Arleo is fluent in English and Farsi.

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Amaris Olguin

Senior Business Analyst & Lawyer

Harvard and Yale Alumna, Fulbright Scholar, Fluent Spanish speaker, Proficient in Mandarin and in Hindi. Amaris has 8+ years of business experience. She brings deep expertise in business consulting, strategic planning and financial forecasting. As a lawyer, her primary focus is corporate law. Amaris works closely with clients on the development and execution of business strategy. She specializes in writing business plans that have resulted in large investment accomplishments.

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John Varley

Corporate Legal Counsel

John Varley is admitted to practice law in California, Including the California Supreme Court, Ninth Circuit Court of Appeals, United States Tax Court, and the US District Courts- Southern, Central, Eastern and Northern Districts of California. In the area of Corporate and Bankruptcy Law, John has personally filed more 2,500 successful cases through the Federal Bankruptcy Court System. John is one of the few attorneys to have trained and certified in the three separate training trips to North Carolina under the preeminent bankruptcy litigator, Oliver Max Gardner. He received his Juris Doctor from Thomas Jefferson School Of Law In 2007. John Varley is a Certified Public Accountant (Delaware) and earned an MBA with emphasis In Finance from San Diego State University In 1989. He received his Bachelor of Arts Degree In Economics from UCLA In 1984. He is a member of Mensa High IQ Society.

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FAQS

Do you have any questions about our financial pro-forma services?

What is financial due diligence?

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How Is forensic accounting and financial due diligence related?

What is a proforma operating budget?

What is a pro forma balance sheet?

What is pre-money valuation?

What is post-money valuation?

How do you calculate valuations?

What is sensitivity analysis?

How do you calculate your cash conversion cycle?

Why is your cash conversion cycle important?

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