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How to: Create Business Plans: Financial Data

Private Company Financial Data

If the company is private, little or no specific financial information beyond sales figures may be available about the company. Try to find articles via Factiva or LexisNexis. Both contain thousands of full-text newspapers and business periodicals; you may be able to locate articles which quote company officials discussing the firm's finances.

Also, consider using ratio books.  They will allow you to create your financials using industry averages.  Several Cornell libraries have the print copies of these recommended books:  

Public Company Financial Data

Public companies are required to file detailed reports of financial activity. In the US, these filings are available directly from the SEC (the Securities and Exchange Commission), or via the selected databases listed below.

How to...

Are you new to looking at company filings?

Are you just starting to become familiar with the term "balance sheet"?  If yes, you might want to read Merrill Lynch's excellent "How to Read a Financial Report"