Creating accurate financial projections doesn’t have to be complicated or expensive. A pro forma balance sheet helps you forecast your company’s future financial position by estimating assets, liabilities, and equity based on anticipated business activities.
Whether you’re seeking funding, planning for growth, or evaluating a significant business decision, this financial tool provides the clarity you need to make informed choices.
Our free downloadable template makes building professional pro forma balance sheets straightforward, even if you don’t have an advanced accounting background.
Available in Google Sheets, Excel, and PDF formats, you can start projecting your financial future today.
What Is a Pro Forma Balance Sheet Spreadsheet?
A pro forma balance sheet spreadsheet is a financial projection tool that estimates a company’s assets, liabilities, and equity at a future date based on planned transactions, strategic decisions, or hypothetical scenarios.
This spreadsheet helps management and stakeholders evaluate the potential financial impact of business decisions before they’re implemented.
Download Spreadsheet Daddy’s Free Pro Forma Balance Sheet Spreadsheet
Our Pro Forma Balance Sheet Template helps you project your company’s financial position over multiple years, giving you a clear picture of where your business is headed.
The template is fully customizable, so you can easily add or remove rows to match your specific business needs, whether you need additional asset categories, liability types, or equity accounts.
What’s included
- Five-year financial projection structure: Project your company’s financial position across 2025-2029 with dedicated columns for each year. This multi-year format enables easy comparison of balance sheet trends and helps you visualize how your assets, liabilities, and equity evolve.
- Comprehensive asset tracking sections: Capture both Current Assets (cash, receivables, inventory, and other short-term holdings) and Fixed Assets (property, equipment, vehicles, and long-term investments) with organized line items. Automatic subtotals for each category roll up into Total Assets for complete visibility.
- Complete liability categorization: Separate Current Liabilities (obligations due within one year) and Long-Term Liabilities (extended debt and commitments) with multiple line items for different obligation types. Built-in subtotals help you accurately track total debt and financial commitments.
- Flexible shareholders’ equity section: Includes line items for common stock, preferred stock, retained earnings, paid-in capital, and owner’s equity accounts. This structure works for various business entities, including corporations, partnerships, and sole proprietorships.
- Automatic balance verification: The built-in Balance row calculates the difference between Total Assets and Total Liabilities & Equity to ensure your balance sheet is accurate.
How to Use Our Pro Forma Balance Sheet Spreadsheet Template
1. Access this Pro Forma Balance Sheet template by saving it in Excel or PDF format, or duplicating it to your Google Sheets account.
2. Add your company’s basic information at the top, including your business name and address.
3. Next, enter your projected asset values in the Assets section. As you enter each figure, the template automatically calculates subtotals and your total assets.
4. Then, move on to the Liabilities and Shareholder’s Equity sections. Enter your projected figures for items, and the template automatically calculates subtotals for current and long-term liabilities, total liabilities, and total equity.
5. Finally, the Balance will be calculated based on all the financial records you supplied.
