PRO FORMA BALANCE SHEET TEMPLATE https://www.smartsheet.com/try-it?
trp=10522&utm_source=integrated-content&utm_campaign=/balance-sheet-templates&utm_medium=Sample+Pro+Forma+Balance+Sheet+google+sheets+10522&lpa=Sample+Pro+Forma+Balance+Sheet+google+sheets+10522
COMPANY NAME
Street Address DATE PREPARED MM/DD/YY
City, State 12345 START YEAR 2025
Phone: (000) 000-0000 END YEAR 2029
ASSETS 2025 2026 2027 2028 2029
CURRENT ASSETS
Cash $ 200.00 $ 300.00 $ 400.00 $ 500.00 $ 600.00
Accounts Receivable $ 20.00 $ 10.00 $ 10.00 $ 10.00 $ 12.00
Inventory $ (300.00)
Prepaid Expenses $ 400.00 $ 400.00
Short-Term Investments $ 200.00
TOTAL CURRENT ASSETS $ (80.00) $ 710.00 $ 810.00 $ 710.00 $ 612.00
FIXED (LONG-TERM) ASSETS
Long-Term Investments $ 200.00 $ 400.00 $ 500.00 $ 600.00 $ 700.00
Property, Plant, and Equipment $ 34.00 $ 56.00 $ 78.00 $ 90.00 $ 120.00
(Less Accumulated Depreciation) $ 4.00 $ 45.00 $ 78.00 $ 12.00
Intangible Assets
TOTAL FIXED (LONG-TERM) ASSETS $ 238.00 $ 501.00 $ 578.00 $ 768.00 $ 832.00
OTHER ASSETS
Deferred Income Tax $ 300.00 $ 310.00 $ 320.00 $ 330.00 $ 340.00
Other $ 100.00 $ 120.00 $ 140.00 $ 160.00 $ 170.00
TOTAL OTHER ASSETS $ 400.00 $ 430.00 $ 460.00 $ 490.00 $ 510.00
TOTAL ASSETS $ 558.00 $ 1,641.00 $ 1,848.00 $ 1,968.00 $ 1,954.00
LIABILITIES AND OWNER'S EQUITY 2025 2026 2027 2028 2029
CURRENT LIABILITIES
Accounts Payable $ 45.00 $ 56.00 $ 54.00 $ 67.00 $ 78.00
Short-Term Loans $ 30.00 $ 35.00 $ 40.00 $ 45.00 $ 50.00
Income Taxes Payable $ 10.00 $ 20.00 $ 30.00 $ 40.00 $ 40.00
Accrued Salaries and Wages $ 10.00 $ 20.00 $ 30.00 $ 40.00 $ 40.00
Unearned Revenue $ 20.00 $ 30.00 $ 40.00 $ 50.00 $ 50.00
Current Portion of Long-Term Debt $ 5.00 $ 6.00 $ 7.00 $ 8.00 $ 8.00
TOTAL CURRENT LIABILITIES $ 120.00 $ 167.00 $ 201.00 $ 250.00 $ 266.00
LONG-TERM LIABILITIES
Long-term debt $ 34.00 $ 45.00 $ 56.00 $ 67.00
Deferred income tax $ 67.00
Other
TOTAL LONG-TERM LIABILITIES $ 67.00 $ 34.00 $ 45.00 $ 56.00 $ 67.00
OWNER'S EQUITY
Owner's Investment $ 3.00 $ 4.00 $ 5.00 $ 6.00 $ 6.00
Retained Earnings $ 1.00 $ 2.00 $ 3.00 $ 4.00 $ 4.00
Other $ 5.00 $ 6.00 $ 7.00 $ 8.00 $ 8.00
TOTAL OWNER'S EQUITY $ 9.00 $ 12.00 $ 15.00 $ 18.00 $ 18.00
TOTAL LIABILITIES AND OWNER'S EQUITY $ 196.00 $ 213.00 $ 261.00 $ 324.00 $ 351.00
FINANCIAL RATIOS 2025 2026 2027 2028 2029
Debt Ratio (Total Liabilities / Total Assets) 0.34 0.12 0.13 0.16 0.17
Current Ratio (Current Assets / Current Liabilities) -0.67 4.25 4.03 2.84 2.30
Working Capital (Current Assets - Current Liabilities) $ (200.00) $ 543.00 $ 609.00 $ 460.00 $ 346.00
Assets-to-Equity Ratio (Total Assets / Owner's Equity) 62.00 136.75 123.20 109.33 108.56
Debt-to-Equity Ratio (Total Liabilities / Owner's Equity) 20.78 16.75 16.40 17.00 18.50
CLICK HERE TO CREATE IN SMARTSHEET
PRO FORMA BALANCE SHEET TEMPLATE
COMPANY NAME
Street Address DATE PREPARED MM/DD/YY
City, State 12345 START YEAR 2025
Phone: (000) 000-0000 END YEAR 2029
ASSETS 2025 2026 2027 2028 2029
CURRENT ASSETS
Cash $ - $ - $ - $ - $ -
Accounts Receivable $ - $ - $ - $ - $ -
Inventory $ - $ - $ - $ - $ -
Prepaid Expenses $ - $ - $ - $ - $ -
Short-Term Investments $ - $ - $ - $ - $ -
TOTAL CURRENT ASSETS $ - $ - $ - $ - $ -
FIXED (LONG-TERM) ASSETS
Long-Term Investments $ - $ - $ - $ - $ -
Property, Plant, and Equipment $ - $ - $ - $ - $ -
(Less Accumulated Depreciation) $ - $ - $ - $ - $ -
Intangible Assets $ - $ - $ - $ - $ -
TOTAL FIXED (LONG-TERM) ASSETS $ - $ - $ - $ - $ -
OTHER ASSETS
Deferred Income Tax $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
TOTAL OTHER ASSETS $ - $ - $ - $ - $ -
TOTAL ASSETS $ - $ - $ - $ - $ -
LIABILITIES AND OWNER'S EQUITY 2025 2026 2027 2028 2029
CURRENT LIABILITIES
Accounts Payable $ - $ - $ - $ - $ -
Short-Term Loans $ - $ - $ - $ - $ -
Income Taxes Payable $ - $ - $ - $ - $ -
Accrued Salaries and Wages $ - $ - $ - $ - $ -
Unearned Revenue $ - $ - $ - $ - $ -
Current Portion of Long-Term Debt $ - $ - $ - $ - $ -
TOTAL CURRENT LIABILITIES $ - $ - $ - $ - $ -
LONG-TERM LIABILITIES
Long-term debt $ - $ - $ - $ - $ -
Deferred income tax $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
TOTAL LONG-TERM LIABILITIES $ - $ - $ - $ - $ -
OWNER'S EQUITY
Owner's Investment $ - $ - $ - $ - $ -
Retained Earnings $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
TOTAL OWNER'S EQUITY $ - $ - $ - $ - $ -
TOTAL LIABILITIES AND OWNER'S EQUITY $ - $ - $ - $ - $ -
FINANCIAL RATIOS 2025 2026 2027 2028 2029
Debt Ratio (Total Liabilities / Total Assets)
Current Ratio (Current Assets / Current Liabilities)
Working Capital (Current Assets - Current Liabilities) $ - $ - $ - $ - $ -
Assets-to-Equity Ratio (Total Assets / Owner's Equity)
Debt-to-Equity Ratio (Total Liabilities / Owner's Equity)
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