With basic pieces of financial information – numbers found right on their existing financial statements – you can reveal Performance Insights to your clients.

  • Guide each client to identify their 7 Fundamental Cash Drivers
  • Explain how they significantly impact what financially matters most in their businesses
  • Review your clients’ current cash drivers, and help them set actionable next steps at your next meeting and throughout the year
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Advisor and Client Meeting


Elevate Your Group with Shared KPIs for Increased Financial Performance

Three steps to help your clients thrive.

1. Capture Unclaimed Profit

Quickly see what your clients can achieve by making targeted improvements.

Fiscal Advantage’s Performance Insights Program combines industry databases with an innovative and analytical review of company operations to provide a thorough overview of your client’s company performance. This assessment identifies the best opportunities to improve cash flow, profit and business value for your client.

2. Keeping Financial Score

Help your clients see how value is created in the business.

Fiscal Advantage’s proprietary software accurately calculates the fair market value of a business. The Enterprise Valuation is a sophisticated analysis that serves as a communication tool that shows how past performance impacts the business value today.

3. Make Confident Decisions

Provide clients with a simple yet insightful forecasts of what they need to do to thrive.

Fiscal Advantage generates a three-year forecast of current operations and a forecast implementing user-selected improvements. Included are operational improvements that will increase the company’s borrowing capacity to fund cash needs.

Advantages of Performance Insights
What Sets Us Apart


We provide a sophisticated business valuation – at no additional cost.


We tie improvements in performance to increases in valuation – what clients can achieve if they take action.


We include extensive narrative – not just charts and graphs – we explain issues in plain English.


We create a custom, blended industry comparable ​using up to 5 NAIC codes to ensure accurate comparisons.


We calculate viability of business going forward.