Download Pro Forma Balance Sheet Excel Template

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Use these free Pro forma balance sheet templates to convey the financial position of your business during a specific time period to potential investors and stakeholders.

Moreover, Small businesses can use this sheet template to project account balances for assets, liabilities, and equity for a designated period. So, Established businesses can use this template (and its built-in formulas) to calculate key financial ratios, including working capital.

How to Create a Pro-Forma Balance Sheet

  • Firstly, Short Term Assets. The first two items will be your current cash assets and your accounts receivable. …
  • Secondly, Long Term Assets. …
  • Thirdly, Total Assets. …
  • Fourthly, Liabilities. …
  • Lastly, Final Tabulation
This is similar to a historical balance sheet, but it represents a future projection. Pro forma balance sheets are used to project how the business will be managing its assets in the future.
Therefore, Financial models built on pro form projections contribute to the achievement of corporate goals if they: 1) test the goals of the plans; 2) furnish findings that are readily understandable; and 3) provide time, quality, and cost advantages over other methods.

Pro Forma Balance Sheet Example

Before creating your own pro forma balance sheet, take a look at our pro forma balance sheet sample:

So, Sample Business Plan Financials: Bob’s Rent-A-Bike

Balance Sheets, Bob’s Rent-A-Bike Starting Pro forma Pro forma Pro forma Pro forma
May 31 Year 1 June 20 Year 1 May 31 Year 2 May 31 Year 3 May 31 Year 4
(interim period
to show max
Assets cash need date)
Current Assets
Cash 1000 1600 15672 35548 67160
Inventory, Supplies 200 500 800 1000 1200
Total Current Assets 1200 2100 16472 36548 68360
Long-Term Assets
Depreciable Assets 1500 7500 7500 12500 15500
Accumulated Dep. (SL 60 mos) 0 0 1500 4000 7100
Net Long-Term Assets 1500 7500 6000 8500 8400
Total Assets 2700 9600 22472 45048 76760
-========== -========== -========== -=========== -==========
Liabilities & Equity
Current Liabilities
Accounts Payable 200 600 1000 1300 1600
Short-Term Debt 0 0 0 0 0
Total Current Liabilities 200 600 1000 1300 1600
Equity
Owner’s Paid-in Capital 2500 2500 2500 2500 2500
Owner’s Share Retained Earnings -500 5736 16874 32580
Investor’s Paid-in Capital 7500 7500 7500 7500
Investor’s Share Retained Earnings -500 5736 16874 32580
Total Equity 2500 9000 21472 43748 75160
Total Liabilities & Equity 2700 9600 22472 45048 76760
-========== -========== -========== -========== -==========
By June 20 Year 1 Pro Forma Expenditures and Investments:
Bicycle Assets 7500
Parts 500
Ads, etc. 1000
Total 9000
Less Accounts Payable 600
Projected Cash Usage 8400

To use this free Excel Template, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets. 

After installing Excel or Spreadsheet, download the xlsx file of this template to use it

Once extracted, you can open the file using Excel and start entering data or customizing the template.

Click The Button Below To Download Pro Forma Balance Sheet Excel Template

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