Growth / Guide
Get your financial story organized
Prepare to explain your business with consistent records and a clear plan.
Align the financial records
Make sure your income statement, balance sheet, and cash reporting are consistent. Resolve open questions before distributing financial information.
Explain your assumptions
Show how the operating forecast connects to customer demand, staffing, spending, and milestones. Distinguish assumptions from historical results.
Prepare for questions
Maintain organized supporting documents and a clear point of contact. Discuss transaction-specific requirements with your financial and legal advisors.
Use this as a discussion framework. Decisions should reflect your business, current information, and guidance from your advisors.
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