Links To Financial Statements Custom Built By Our Team
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Financial Statements and Budgeting
Butler Consultants LLC is a leader in financial budgeting. We have the experience and knowledge to help you build professional financial statements to get your venture moving forward. All of our models are custom and designed for each distinct application. We have built statements for small coffee shops seeking loans to large energy projects seeking millions from investors. Our financial statements are designed to work within, but not limited to, business plans, executive summaries, and internal budgeting documents. Our financial statements are accurate, effective, and exceed the expectations of the SBA and investors.
Below is a form to request a free sample and ask any questions about financial statements. In addition, business research and financial stats, data, and tips can be found on our Business Research page. Below the individual plan detail is a form to request a free quote and information about our services. Please take a few minutes and fill out a request form so that we can show you how we can turn your financial statements into bank or investor funding.
What Our Financial Statements Include
Our financial statements are provided in two documents: Excel spreadsheet and Word document. Unlike many other companies, we provide the Excel spreadsheet in an easy to use and editable format. Butler Consultants provides four different levels of financial statements. Our Level 2 bank ready budget and our Level 3 investor/VC ready budgets are custom built by our team. The differences in the Level 2 and Level 3 are discussed in each respective section below, but, the two financial statements will include:
Custom Excel spreadsheet (NOT pre-made)
Word document that is linked directly to the Excel spreadsheet
Year 1 monthly break down of:
Revenue, Personnel, Income Statement, Statement of Cash Flow, Balance Sheet
Our Financial Budgeting Process
The financial statement process starts with an opening questionnaire about your company. This allows our experts to provide an accurate quote for the level of plan that fits your needs. Following the first payment of 50%, a second questionnaire and service agreement is supplied. This questionnaire provides a walk-through of the different expenses, assets and revenue your company expects to have. We have designed the questionnaire to help you think about additional expenses and revenue you may have overlooked. The data on this questionnaire provides our specialists with custom information specific to your company. Our experts will also use industry data, past models, and years of experience to build your financial statements in 3 to 5 business days.
You will have 30 days, from the date you receive your first draft, to submit any revisions. This has proved to be more than enough time to complete the financial statements. The final spreadsheet in an editable format will be provided following the completion of the project.
Free - Web-Based Financial Statements
Level 1 - Downloadable Financial Statements
Level 2 - Bank Ready Financial Statements
Level 3 - Investor Ready Financial Statements
The web-based financial statements template is a free interactive tool. This tool can be downloaded into Excel for a very small fee. The free template is not designed to work in a business plan or for any bank of investor project. There are 8 main areas the user can change to create their financial statements: Revenue, Expenses, Tax Rate, Depreciation, Loan, Investment, Assets Purchased, and Assets Sold.
The free financial statements template also includes an Income Statement, Statements of Cash Flow and a Loan Amortization Schedule. See our Level 1 for a Balance Sheet and more.
Income Statement Include:
Revenue
Cost of Revenue
Gross Profit
Operating Expenses & Operating Profit
Depreciation
Earnings Before Taxes & Interest
Interest Expense & Taxes
Net Earnings
Statement of Cash Flow Includes:
Cash received & cash used for operating activities
Cash Received & Cash used for Investing Activities
Cash Received & Cash used for Financing Activities
Easy to use self guided financial statements. This tool includes an easy to use input screen that allows the user to update the entire model with one easy click. This model will work for businesses seeking bank loans of less than $100,000 or as an internal document. This model can also be used for personal finances.
Follow the link below to see an example of this tool.
The Level 2 or higher financial statements is required for organizations seeking funding of more than $100,000 from a bank, the SBA, Investors, VC’s, or other organizations. Please contact us for assistance with selecting the correct level for your venture.
The Income Statement includes 5 revenue lines, 15 expenses lines, and 3 full years of projections with a monthly breakdown of the first year. The Statement of Cash Flow includes operating activities, investing activities, and financing activities for 3 years with the first year broken out on a monthly basis. The Balance Sheet includes assets, liabilities, and shareholders’ equity for 3 years with a monthly breakout of the first year. A Loan Amortization Table is included in the model.
The Level 2 bank ready financial statements are perfect for, but not limited to, Small Business Administration (SBA) loans, business plans seeking funding of $50k to $500k, internal documents for organizations, and personal finances. Industries that are asset and/or inventory heavy benefit from our bank ready Level 2 budget. These projections will work for start-up companies, existing companies looking to expand with a loan, existing companies looking to start a new division, and other situations where a loan is required. The document will work for any type of company structure; Corporation, LLC, Partnership, and more. Our Level 1 financial statements will include the items listed in ‘What Our Financial Statements Include’ as well as the items listed below.
3 years of Financial Projections
First 12 months broken down
Loan Amortization Schedule for up to 3 different loans
Broken down into 36 months
Loan Interest Rate
Loan Term
Monthly Balance
Monthly Interest Paid
Monthly Principle Paid
1-800-984-7639
Call to speak with a consultant
1-800-984-7639
Call to speak with a consultant
The Level 3 investor, venture capitalist and angel ready financial statements can be used in a variety of ways. The budget will work in business plans seeking investment funds, internal planning documents, visa applications, and much more. There is no limit to the level of funds that can be sought with the Level 3 statements. Investors will require a solid financial budget and the Level 3 will exceed their highest expectations. The document will work for any type of company structure: Corporation, LLC, Partnership, and more. Our Level 3 financial statements will include the items listed in ‘What Our Financial Statements Include’ and the items listed below.
5 years of Financial Projections
First 12 months broken down
Investor Return
Investments in to the Company
Investment Value after 5 years
Share of the Company for the Investor
Companies Value in the 5th year
Company Internal Rate of Return (IRR)
Normal case - Best case - Worse case IRR
Investment Cash Flow Break-Even
Month that Cash Flow breaks even
Graph of Accumulated Cash Received and Accumulated Cash Used
Gross Margin Graphs
Graphical Representation of Gross Margin in Terms or Revenue Lines
Quarterly Cash Flow Graph
5 years of Net Cash Flow and Cash Balance represented in quarters
Level 2 and Level 3 Financial Statements Details
Custom built Excel spreadsheet (NOT pre-made)
All of our spreadsheets are custom built, unique and never pre-made from templates. We take pride in providing spreadsheets designed and built for each individual customer.
Word document that is linked directly to the Excel spreadsheet
The Word document will include all of the forecasts and statements listed below in a visually appealing manor. These tables can then be pasted into a business plan or any other document.
Microsoft Office has a linking function that allows the Excel spreadsheets to update the Word document. Changes made to the Excel budget will be reflected in the Word document by ‘updating links.’ The Word document can also be updated by simply copying and pasting the tables.
2 complete revisions in a 30 day period
Each customer is provided 2 free revisions in a 30 day period following the first draft delivery. Any change that needs to be made to the model can be done at this time. Revisions generally take 2-5 business days to complete.
Pre-operating source and use of funds
The pre-operating source & use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company’s business objectives. The pre-operating expenses and funding occur before the company receives revenue.
Revenue forecast
The revenue forecast section details the revenue that the company will receive. This section also details the direct costs. The proceeding graphs illustrate the amount of revenue and gross margin each line item contributes. The gross margin graphs are calculated by taking revenue and subtracting the direct costs.
Personnel forecast
The personnel section breaks down the payroll expense line on the income statement. It provides total headcount, average salary per category and total pay per category.
Income statement
The income statement is also known as a profit & loss statement. This table breaks down revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom-line earnings for the first five years.
Statement of cash flow
The statement of cash flow illustrates the company’s cash received and cash spent for a five year period. The table is broken down into three main categories: operating, investing, and financing. The operating activities report the company’s business operations. Investing activities detail the company’s property, plant, and equipment transactions. Financing activities account for the company’s paid-in capital and debt.
Balance sheet
The balance sheet shows the company’s assets, liabilities, and shareholders’ equity for a given time-period.
Break-even
The break-even analysis details two different break-even points. The operating break-even accounts for the company’s revenue and expenses on the income statement. The investment cash flow break-even takes the operating break-even one step further by including the inflow and outflows of the cash flow. The investment cash flow break-even looks at all transfers of money, except investments.
Best and worse case
The best and worse case analysis illustrates what the company’s financial statements might look like with an increase or decrease in revenue.
Year 1 monthly break down
Year 1 monthly forecast illustrates the company’s first 12 months, after the pre-operating stage.
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