Services
Financial Services
We create your financial business plan
A business plan is all conceptual until you start filling in the numbers and terms.
The sections about your marketing plan and strategy are interesting to read, but they don’t mean a thing if you can’t justify your business with good figures on the bottom line with our financial services in Panama.
The financial section of a business plan is one of the most essential components of the plan, as you will need it if you have any hope of winning over investors or obtaining a bank loan. Even if you don’t need financing, you should compile a financial forecast in order to simply be successful in steering your business.
Purpose of the Financial Section of a Business Plan
The financial section of your business plan is not the same as accounting. The financial projections that you include, profit and loss, balance sheet, and cash flow, look similar to accounting statements your business generates. But accounting looks back in time, while business planning or forecasting is a forward-looking view.
There are two main reasons for the financial section of a business:
- If you are seeking investment from venture capitalists
- For your own benefit, so you understand how you project your business will do
The financial section for your business plan must be realistic. Break the figures into components, by sales channel or target market segment, and provide realistic estimates for sales and revenue.
Elements of the Financial Section of a Business Plan
- Sales forecast. Project your sales over the course of three years for every month for the first year and either on a monthly or quarterly basis for the second and third years.
- Expenses budget. Differentiate between fixed costs (i.e., rent and payroll) and variable costs (i.e., most advertising and promotional expenses) as part of our financial services in Panama.
- Cash-flow statement. Based partly on your sales forecasts, balance sheet items, and other assumptions.
- Income projections. Using the numbers that you put in your sales forecast, expense projections, and cash flow statement.
- Assets and liabilities. A projected balance sheet deals with assets and liabilities that aren’t in the profits and loss statement and project the net worth of your business at the end of the fiscal year.
- Breakeven analysis. This is when your business’s expenses match your sales or service volume. The three-year income projection will enable you to undertake this analysis.
Creation of Financing Concepts
Do you need a skilled partner to create your business plan financials / financial business plan, profit and loss sheet, balance sheet, or professional profit forecasts? We will create your professional financial business plan with diligence, reliably, and producing a financial planning documentation with versatile uses.
Use our financial plan creation for the following areas of application:
- Financing concepts for new startups, this service is somewhat related to our financial services in Panama.
- Projection planning for investment projects, especially real estate development.
- Market launch scheduling.
- Financial plans for franchise projects, take over / succession, business development or turn-arounds.
- Calculation of different scenarios and text elaboration for business plan recommendations.
- Creation of investment brochures and pitch decks.
- Amortization/Financial plans for buildings, machines, and equipment.
Why Choose Guianalisis to Create Your Business Plan Financials in Panama?
Our expertise is your benefit. We know the reality of successful business models and strictly focus on what is important to make your financial plan, your idea, your concept successful. Real brain work by proven professionals, to get you closer to your business goals.
Our efficiency in financial plan creation is hard to beat. We have professional know how, financial plan libraries for different sectors in Spanish and English, which we have collected over the years.
The result: A High quality, and precise financial plan

