|Historical Financial Performance Analysis
Historical Financial Performance Analysis
A historical financial performance engagement is an analysis of a company’s past and current financial performance and compares such performance to similar sized companies within its industry providing insight into a company’s historical growth, profitability, debt capacity and overall liquidity. All such factors can be important indicators of a company’s ultimate value. We analyze the past five-year history of financial statements as well as financial information relative to your industry. We calculate financial ratios (liquidity, coverage, leverage and operating) for the company, prepare common size financial statements, and analyze the information on a trended and composite basis. A financial performance analysis may provide the following benefits:
An 8-10 page report (without financial statement exhibits) is generated. The basis of the comparative analysis may be affected by the nature of the business, its size, geographic location, business practices, and other factors that may introduce differences between the client company and the comparable companies.
To learn more about how an Historical Financial Performance Analysis can help your business, contact: Leah Szlatenyi, CPA/ABV, CVA, MSPFP, MST at (401) 921-2005 or leah@BentleyCG.com.
As required by U.S. Treasury Regulations governing tax practice, Bentley Consulting Group, LLC informs you that any tax advice contained in this communication (including attachments) was not written or intended to be used for and cannot be used by the recipient or any taxpayer for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.