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using-offtoa:assumptions:general-assumptions [2016/05/26 19:35] 127.0.0.1 external edit |
using-offtoa:assumptions:general-assumptions [2016/05/28 13:43] (current) mdavis |
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| * Plan name. What is a good name so you can remember this plan? For example, Fast Growth or Conservative or Sally's Plan. | * Plan name. What is a good name so you can remember this plan? For example, Fast Growth or Conservative or Sally's Plan. | ||
| * Company name. This is the name of the company that you want to have appear at the top of your financial statements. | * Company name. This is the name of the company that you want to have appear at the top of your financial statements. | ||
| - | * Industry segment. In what industry is your proposed new start-up company? By selecting an industry, <php>echo $conf['comp_name'];</php> will be able to (a) advise you when some assumption value entries are out of range for other companies in your industry, (b) compare your financial results to norms for your industry, and %%(c)%% determine a valuation for your company based on other companies in your industry that have experienced acquisitions or IPOs. | + | * Industry segment. In what industry is your company? By selecting an industry, <php>echo $conf['comp_name'];</php> will be able to (a) advise you when some assumption value entries are out of range for other companies in your industry, (b) compare your financial results to norms for your industry, and %%(c)%% determine a valuation for your company based on other companies in your industry that have experienced acquisitions or IPOs. |
| - | * Founding date. On what date was the company founded? Or, if not yet founded, on what date do you expect it to be founded? This is the date when the company was officially registered with the government. | + | * Founding date. On what date was the company founded? Or, if not yet founded, on what date do you expect it to be founded? This is the date when the company was officially registered with the government. We will also assume that the "founders' round" will (or did) occur on this date. |
| * First month of company's fiscal year. Companies are managed based on a 12-month fiscal year, usually starting on the first day of a calendar quarter (January 1, April 1, July 1, or October 1). If you have no reason to do otherwise, keep your life simple and choose January 1. | * First month of company's fiscal year. Companies are managed based on a 12-month fiscal year, usually starting on the first day of a calendar quarter (January 1, April 1, July 1, or October 1). If you have no reason to do otherwise, keep your life simple and choose January 1. | ||
| * Calendar year for start of analysis. In what calendar year would you like to start your analysis? <php>echo $conf['comp_name'];</php> will analyze your company using your fiscal years. Enter the year that you want the analysis to begin. Note that if your fiscal year begins on any month except January, the name of the first fiscal year that will appear at the top of the first column on many of your financial statements will actually be one more than the year entered here. | * Calendar year for start of analysis. In what calendar year would you like to start your analysis? <php>echo $conf['comp_name'];</php> will analyze your company using your fiscal years. Enter the year that you want the analysis to begin. Note that if your fiscal year begins on any month except January, the name of the first fiscal year that will appear at the top of the first column on many of your financial statements will actually be one more than the year entered here. | ||
