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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:

  • Identify financial strengths and weaknesses and evaluate financial performance in relation to the industry performance as a whole, and acquire useful information concerning competitors.
  • Historical financial ratio analysis can be used as an effective preliminary step in preparing a budget or in making a forecast.
  • Evaluate past performance and set objectives for future performance. Also provides an ongoing means to evaluate a company’s performance financially.
  • Evaluate a proposed sale, merger or acquisition. Determine the financial strengths and weaknesses of the company and ultimately the transaction.
  • A greater awareness of financial statements and their interrelationship can lead to improved profitability or cash flow.

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



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.

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