Overview:
Pro Forma Models created this model to prepare, forecast, and analyze personal net worth. The model has the ability to model liquid assets, investments, personal property, current liabilities, and long-term liabilities to forecast personal net worth for up to 10 years.
Model Highlights:
- Dynamic pro forma financial model allowing for up to 10-year projection
- Fully customizable user defined assumptions
- Institutional-quality actionable reporting output to drive investment decision making
- Fully unlocked and transparent model allowing users to customize
- Support from a team of highly qualified investment and financial professionals
Key Features:
Built for anyone looking to accurately prepare and analyze their own or a client's personal net worth. The model:
- Provides institutional-quality actionable reporting output to drive investment decision
- Provides visualizations of assets, liabilities, and equity to more easily walk through net worth positions and growth
- Forecasts net worth based on a robust preprogrammed list of major assets and liabilities with built-in flexibility to accommodateline item customization
- Projects up to 10-years in advance
Support:
Built by investment and finance professionals with institutional experience in private equity, real estate, investment banking, consulting, entrepreneurship, and asset management.
Personalized and responsive support is available from our team of highly qualified investment and financial professionals. Please email hello@ProFormaModels.com for support.
Our team is available for custom financial model development and consulting engagements. Please email hello@ProFormaModels.com for a quote.
Personal Net Worth Statement
- Institutional-quality Pro Forma Model developed utilizing best in class standards by a team of experienced investment and finance professionals
- Unlimited downloads and uses of the purchased model
- Lifetime access to updates and future versions of the model
- An example case study showing how to use the model
- Support from our team of experienced professionals