Conseil Progressio provides management consulting services to small and medium enterprises. Our clients require assistance in the development of financial plans to apply for funding.

We would like to collaborate with students to develop financial projections for various projects.

This will involve several different steps for the students, including:

• Learning about our business strategy from various employees to become familiar with our goals, mission, and products.
• Creating forecasts using Excel (or another financial software) for sales in the first year of operation as well as an income projection (conservative and aggressive).
• Working with our team to develop an expense budget.
• Conducting a break-even analysis timeline using financial projections.
• Reporting on projected assets and liabilities.
• Including visual comparisons such as graphs and charts to show the differences between the conservative and aggressive income projections.
• Conduct market size and market growth research to establish assumptions for financial projections.

By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):

• Completed a sales forecast and an income projection for the first year of operations.
• Conducted a break-even analysis using the sales forecast and expense budget.
• Analyzed projected assets and liabilities our company will have in the first year of operations.
• Included extra visuals in the report to help us understand the differences between the conservative and aggressive income projections.

Final deliverables:

• A final report including a sales forecast, income projection, expense budget, break-even point, assets, liabilities, as well as any calculations and assumptions used.
• A 30-minute presentation explaining all research and findings from the report.