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Guide Strategy: Attract Investments with Financial Forecasting

A practical framework to project revenue, expenses, and cash flow for accurate business valuation and strategic planning.

Created byEric Knight
BeginnerUpdated Oct 19, 2026

What You'll Learn

  • check_circleAnalyze historical financial data to identify and remove non-recurring items for accurate forecasting.
  • check_circleApply revenue-based drivers to project income statement and balance sheet line items.
  • check_circleMaintain articulation between the income statement, balance sheet, and statement of cash flows.
  • check_circleCalculate and adjust for non-controlling interests and deferred tax assets in financial models.
  • check_circleEvaluate cash flow requirements using a cash plug to ensure balance sheet equilibrium.

About This Course

This course provides a comprehensive methodology for forecasting financial statements, including the income statement, balance sheet, and statement of cash flows. It covers the essential steps for adjusting historical data to reflect ongoing business performance, such as normalizing sales allowances, accounting for non-controlling interests, and excluding non-recurring items. The material details how to use revenue as a primary driver for projections and how to maintain articulation and consistency across all financial statements. Participants will learn to apply quantitative methods to estimate future performance and use a cash plug to ensure balance sheet integrity.

Topics Covered:

  • Historical financial statement normalization
  • Revenue forecasting and growth modeling
  • Cost of goods sold and operating expenses
  • Working capital and asset projections
  • Debt and interest expense estimation
  • Non-controlling interest accounting
  • Cash flow statement articulation
  • Capital expenditure and depreciation planning

Course Content

2 activities • 1 videos • duration: 1h 41m

  • videocamGuide Strategy: Attract Investments with Financial Forecasting
    Duration 101:56

Your Instructor

Eric Knight

menu_book12 courses
star9 reviews

Dr. Eric Knight is a Certified Public Accountant (CPA) with a career that bridges professional accounting and academia. He earned a B.S. in Accounting from Louisiana State University, an M.S. in Accounting from the University of North Texas, and a Doctor of Business Administration (D.B.A.) from Baker College, where his research focused on student perceptions of accounting education. With more than 25 years of combined professional and academic experience, he brings both practical expertise and scholarly perspective to my work. My professional career includes roles as a tax accountant and positions in corporate finance, where he specialized in financial analysis, reporting, and compliance. He also managed budgets, contracts, and fiscal operations across multiple departments in higher education. Dr. Knight was invited to speak at the 2025 Fall Continuing Professional Development Conference for CPA New Brunswick. Since 2008, he has dedicated himself to teaching and mentoring future professionals. Dr. Knight teaches courses in financial accounting, managerial accounting, and taxation, with a focus on clarity, engagement, and real-world application. His goal is to bridge the gap between theory and practice, equipping students with the knowledge and confidence to succeed in today’s dynamic business environment. Dr. Eric Knight’s areas of expertise include Managerial Accounting and Financial Statement Analysis, with research examining the challenges business majors face in accounting courses.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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