Your financials are your brand. Whether you're sharing them with current investors, potential investors, or the IRS, they represent your company just like your marketing collateral. Not all firms have the necessity for a full-time CFO, but financial strategy is an integral part of any successful business. Let IB take the reins and help you manage your financial strategy moving forward. Beginning with your current financials, we will build a custom Pro Forma Income Statement based on inputs (variables) that you define to forecast future cash flows. This model is an effective tool for forecasting valuation, performing cost-benefit analyses, and stress testing different scenarios. Along with accounting oversight, your finances will be clear, concise, and easy to manage moving forward. IB works on a minimum 3 month retainer and provides the following deliverables:


  • Custom Microsoft Excel Model: Pro Forma Income Statement
  • Company Valuation(s)
  • Capital Structure
  • Balance Sheet
  • Income Statement
  • Statement of Cash Flows
  • Accounting Vendor(s) Selection, Oversight, and Operational Guidance

diligence is the mother of good luck. - benjamin franklin