Case Study: Preparing Projections

Background

 A proprietor wanted to move his center to a new and larger building but needed projections to support his loan request.  

Challenge

Although the proprietor had extensive experience with his current small center, he did not have any data on how much revenue he might generate with a larger building in the new location or what his expenses might be in a newer building.

Solution

I was able to pull data from a variety of sources to prepare a spreadsheet with the projections for him to review.  He was able to see how his new facility compared to the comparable data and submitted it to his lander. The loan was approved.