Nobody has a crystal ball to tell the future, but a well-thought out pro forma can help you project to the best of your ability and explore different scenarios. A pro forma is simply a financial ...

Pro forma financial statements may be required in a securities offering where an acquisition or disposition has occurred or is probable within a certain period of the offering. In a Rule 144A offering ...

UBS released an updated F-4 filing, outlining some positive new insights into the pending Credit Suisse deal. The case for pro-forma balance sheet accretion looks compelling, while conservative PPA ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. David Kindness is a Certified Public Accountant (CPA) and an expert ...