Quarter 1 Member Teaching: How to Make and Understand a Proforma Statement
As part of our Quarter 1 focuses on Financials and Valuations, here is a great video from Dan from 2024 going over how to create and budget a proforma. Here at Peer Executive Groups, we go thru the same process each year to create a proforma for the coming year. You should be doing the same! Though created a couple of years ago, these videos stay focused on the basics – watch the video and contact us if you want to get this started today!