For a take home case, I was given a high level income statement and balance sheet statement.
I'm trying to forecast 3 years, and was wondering if anyone could offer some advice.
I was able to forecast the income statement, but for the balance sheet, is there a quick, high-level way to do this without building out cash flow, and working capital statements?
| +98 | New Article: Dramatic Slide as UBS #22 (US) & New Leadership Desperately Needed | 20 | 9m |
| +77 | Americas M&A League Table Q2 Updated | 30 | 21m |
| +72 | Wealthy Parents / Jaded | 24 | 10m |
| +55 | How are hours rn for SA (interns) | 30 | 4h |
| +46 | Venezuela Debt Restructuring - LAZ vs CVP | 22 | 11h |
| +42 | A COMPLETE GUIDE TO SUMMER INTERNSHIP RECRUITING | 10 | 24m |
| +37 | Boutique firm wants access to my LinkedIn? | 31 | 1h |
| +28 | Investment Banking in Mexico | 8 | 4h |
| +26 | MM bottom bucket bonus | 9 | 3d |
| +24 | UBS GIG, LevFin, FSG Interns working Sundays and 85 hour weeks their first week? | 12 | 1d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
For the balance sheet, you can use all the various appropriate ratios (i.e. inventory turnover ratio) to figure out accounts receivable, inventory, accounts payable. Something like cash/debt you have to ask yourself how much cash/debt do they need in the future to sustain their current levels. Retained earnings comes from income statement (net income - dividends). That's pretty general/high level. Hope this helps.
Deserunt nemo aperiam quibusdam. Beatae delectus hic aspernatur nesciunt nihil ea. Iste id est assumenda itaque.
Quod soluta officia officiis ex vitae necessitatibus blanditiis sunt. Ullam voluptatem necessitatibus error mollitia. Ullam labore sunt autem facilis dolor eum quod. Laudantium quo omnis fugiat illum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...