Financial statements provide a snapshot of a company's financial health at any given time.
While financial statements offer a clear view of a business's past or current performance, pro forma statements may give a more informed picture of future performance.
Pro forma financial statements show what a company's financials would look like after a significant event, such as an acquisition or merger. They help businesses budget, forecast, and plan for their financial future.
Pro forma statements can be complex to understand and calculate, so we’ve provided free templates to simplify the process.
Download the pro forma templates below or keep reading for a full breakdown of pro forma statements.