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Proforma, in business context, is a method that managers use to provide useful information to investors. It's a kind of financial statement that reflects the projected future costs, revenues, and cash flows of a business. It's used for planning and decision-making purposes. It helps in understanding how the future transactions might affect the company's financial position. However, it's important to note that proforma statements are based on assumptions and estimates, and actual results may vary.
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In his article for Harvard Business Review, Baruch Lev – the Philip Bardes Professor of Accounting and Finance at the Stern School of Business in NYU, talks about proforma as one of the ways in which managers can impart useful information to investors. (For more like this, check out our book summary). Lev stresses that "research shows that proforma earnings statements prominently displayed in the headline or first paragraph of a company's news release have a much stronger impact on stock prices than proforma earnings reported elsewhere in the document."
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How to effectively show the investment and reward opportunities of a new venture or project? Use our "Ultimate Startup Pro Forma" model to showcase a...
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