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BRIDGEPOINT FINANCE / GLOBAL

Consulting Toolkits

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BRIDGEPOINT FINANCE
BRIDGEPOINT FINANCE / BUSINESS TOOLS

Financial planning

Build a financial view from your own assumptions.

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Financial planning

Business owners, finance teams and analysts

Build a financial view from your own assumptions.

9 components

Illustrative previews with fictional data. Your toolkit is generated for your business.

Assumptions and fictional examples are labelled; no financial forecast is guaranteed.

Three-statement view slide, fictional exampleThree-statement view

Linked operating view, built from assumptions.

Illustrative previews with fictional data. Your toolkit is generated for your business.
Cash timing slide, fictional exampleCash timing

Illustrative inflows and planned outflows.

Illustrative previews with fictional data. Your toolkit is generated for your business.
Budget vs plan slide, fictional exampleBudget vs plan

A management view with editable assumptions.

Illustrative previews with fictional data. Your toolkit is generated for your business.
Break-even bridge slide, fictional exampleBreak-even bridge

Contribution and fixed costs shown as a scenario.

Illustrative previews with fictional data. Your toolkit is generated for your business.
Ratio review slide, fictional exampleRatio review

A compact view of liquidity, margin and leverage.

Illustrative previews with fictional data. Your toolkit is generated for your business.
Cash movement slide, fictional exampleCash movement

A fictional bridge from opening to closing cash.

Illustrative previews with fictional data. Your toolkit is generated for your business.

components

Included formats

01

Three-statement model

Link income statement, balance sheet and cash flow using your assumptions.

Excel
02

Operating budget

Plan revenue and expense lines over the period you choose.

Excel
03

Cash flow forecast

Map expected cash inflows, outflows and timing.

Excel
04

Break-even analysis

Estimate the volume or revenue needed to cover costs.

Excel
05

Unit economics

Understand contribution, acquisition cost and value per unit or customer.

Excel
06

DCF valuation model

Estimate value from cash flows, discount rate and terminal assumptions you provide.

Excel
07

Financial ratio review

Review liquidity, leverage, margins and efficiency from entered figures.

Excel
08

Financial scenario analysis

Compare user-defined base, upside and downside assumptions.

Excel
09

Finance review memo

Summarize key financial assumptions, movements and questions for review.

Word