We develop comprehensive and professional financial plans along with solid projections, a key factor in securing financing and planning and managing your business. A powerful tool that we developed years ago, the IHRSA Financial Management Tool (FMT), provides customized, interconnected spreadsheet capabilities that enable the construction of financial projections from the ground up. It makes an impressive presentation and provides financiers with the information they need to decide to invest in your business, and can be used after you open your business for comprehensive financial planning and management.

Our Financial Plans include:

  • Financial Summary
  • Income Statement
  • Balance Sheet
  • Benchmarks and ratios
  • Payroll
  • Graphs of key numbers
  • Membership statistics and price averages
  • Program statistics and price averages
  • Equipment costs
  • Start-up costs
  • Debt and equity statements

Coaching and Support

If you have never raised capital before, we will coach you on working with bankers and private investors, and if you would like, we will participate in banker and private investor discussions. Having the professional financial documents you need, and knowing what to focus on when speaking with potential investors or banks will help you procure the financing you need to make your dream a reality.

Learn how we can help your business