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You don’t need to be a financial expert to know where your business is headed.

Build a budget, assess feasibility, and estimate your business valuation range using data you already have in your financial reports.

BudgetSmart Pro turns the data already available in your financial reports into a budget, cash flow forecast, feasibility analysis, and estimated business valuation range - without formulas or spreadsheets.

BudgetSmart Pro – The Financial Tool That Stays With You.
$298 one-time payment · No monthly subscription · The software and your data stay on your computer.

Why BudgetSmart Pro
Your data is already available – Everything BudgetSmart needs is already included in the financial reports your accountant prepares.
All the results in one place – Budget, cash flow forecast, feasibility analysis, and an estimated business valuation range.
CFO-based methodology – BudgetSmart was developed by Ezra Eliezer, an external CFO and business consultant with more than 30 years of experience, and is based on dozens of real-world budgets and feasibility analyses.
Your information stays with you – Payroll data, profitability figures, and forecasts are stored locally on your computer and are not uploaded to the cloud.
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What BudgetSmart Pro Produces

Once you enter your data, BudgetSmart Pro generates clear reports that help you understand profitability, cash flow, financing needs, and risk,

Budget & Forecast for an Existing Business: Profitability, cash flow, break-even point, and an estimated business valuation range.

Investment Feasibility Analysis: How much funding is required, when the investment is expected to pay back, and the level of financial risk.

Sample Report — Budget & Forecast for an Existing Business​

Sample Report — Investment Feasibility Analysis

Choose the Right Package for Your Decision

BudgetSmart™ Pro + Personal Guidance

$969 – One-Time Payment Including Personal Guidance.

Ideal for significant financial decisions such as buying a business, making an investment, arranging financing, or evaluating a project.

What You Get:

  • Everything included in BudgetSmart Pro

  • One personal Zoom session for one project

  • Guidance with data entry and defining key assumptions

  • A joint review of the results and scenarios

  • Support: Personal guidance during the Zoom session

  • System requirements: The software runs in a browser on a computer. Saving a work file and PDF and Excel export are available on a computer only.

BudgetSmart™ Pro – Standard Package

$298 – One-Time Payment

Ideal for building a budget, evaluating a business idea, and gaining a complete financial picture.

What You Get:

  • Full BudgetSmart license

  • Two complete workflows: Budget & Forecast; Feasibility Analysis & Estimated Valuation Range

  • Reports and forecasts in Excel and PDF

  • License for use in your business, with unlimited projects

  • System requirements: The software runs in a browser on a computer. Saving a work file and PDF and Excel export are available on a computer only.

Secure payment via SUMIT and UPay | Your personal file is sent by email

No installation required | Your data stays on your computer

Once your payment is approved, you will receive a personal ZIP file by email containing BudgetSmart Pro and the user guides.

The purchase is subject to the [Purchase, Delivery and Cancellation Terms]. Once the digital product has been delivered, no refund will be provided due to a change of mind or non-use, subject to applicable law.

 FAQ - Frequently Asked Questions

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  • Is this a subscription? No. It is a one-time payment, and the software remains yours.

  • Can I use BudgetSmart for more than one company?Yes. You can use the tool for as many companies, budgets, and projects as you need for your own use.

  • Where is my data stored?Your data is stored locally on your computer and is not uploaded to the cloud.

  • What is included in the Zoom session?Data entry, defining key assumptions, and a joint review of the results and scenarios for one project.

  • Can I present the estimated valuation range to a bank or potential buyer?Yes, as a working document and for informational purposes. It does not constitute a formal business valuation or professional valuation opinion.

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