Services

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 Whether you are a large company evaluating an expansion of your business or an entrepreneur developing your business plan, we can help you analyze your new venture’s potential for success. Our services include:  

• Market analysis, including competitive assessment
• Demand forecasting 
• Financial assessment (see “Valuation” for more information) 

 We have performed valuations of a large range of new businesses, from investments of less than $1M to over $500M. Let us help you in estimating the value of your business for investment, merger or acquisition. Our valuation services include: 

• Development of a detailed pro forma, including maximum supportable investment, projected annual revenue, costs, operating income, etc. 
• Calculation of key financial metrics (NPV, IRR, ROI, etc.)
• Sensitivity analysis to understand impact of changes to key assumptions
• Ongoing support in explaining and presenting financials 

 We offer strategic planning services to help your organization to assess the current state of your business, identify challenges and opportunities, and develop strategies to grow profitably. Our process includes:   

• Analyzing key financial and transactional data
• Evaluating marketing plan, including pricing, promotions and distribution strategy 
• Identifying challenges and opportunities your business currently faces 
• Assisting you in formulating business strategies that will best position your company for the future

 Got a complex business problem and not quite sure how to frame it up? Need to get a handle on your company’s data? Let us put our problem solving and spreadsheet modeling skills to work for you. We can help you by creating analytical tools that are easy to use and understand. We offer: 

• Customized data analysis tools
• Customized reporting tools that highlight your key performance indicators 
• Review and auditing of existing spreadsheet models

 Want to develop these skills in house? We can help you build your organization’s capability in these areas through one-on-one training or group workshops. Contact us for more information.