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