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Download Pro Forma Balance Sheet Template In Excel

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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

Download this Pro Forma Balance Sheet template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.
Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.
Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.
Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.
Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Pro Forma Balance Sheet Excel Template

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Pro Forma Balance Sheet Template

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