Budgeting & Projections

Budgeting & Projections Businesses often require outside assistance in preparing internal budgets, forecasts or projections. Let RotenbergMeril help you in the following ways:

  • Providing guidance on internal financial management
  • Supporting bank financing applications
  • Negotiating and deciphering current banking agreement terms
  • Accessing the effect of a course of action

Financial forecasts are prospective financial statements that present an entity’s expected financial position, the results of its operations and changes in its financial position. Financial forecasts are based on one or more hypothetical assumptions. A projection, unlike a forecast, is based upon one or more hypothetical assumptions and is prepared to present one such assumption for evaluation.

Financial Management – Budgeting, Projecting and Planning:

Our talented team of accountants can support you through your planning, projecting, budgeting and forecasting processes.  We can assist you with the preparation of prospective financials, using either hypothetical assumptions or actual data, to provide you with expected financial positions.

Allow RotenbergMeril to navigate you through this critical component of your overall financial plan. From business start-ups through mergers and acquisitions, and from succession planning to wealth preservation and transfer, let our talents and knowledge work for you.