FinListics Client Opportunity Assessment (COA)

Our team of experts sorts and summarizes valuable information on your client's business challenges, strategies and goals

With the FinListics Summary Report, you take the first step toward understanding a client’s financial performance. By reviewing it, you gain easily targeted areas for further inquiry and research.  But the question is: Where do you start all this research—and how do you gather it in a concise and effective manner?  Given that the amount of information available is enormous, the novice researcher or busy seller can be overwhelmed contemplating where to begin. 

FinListics created the Client Opportunity Assessment (COA) to identify the client’s business challenges, strategies, initiatives, reasons for changes to its financial performance, and ultimately, where your solutions might potentially best provide value.  Our team of experts sorts through vast amounts of information from sources like annual reports, earnings calls, investor and analyst presentations, news media and regulatory filings.  From our research, we summarize the information into the Client Opportunity Assessment.  Sample sections:

• SWOT Analysis
• Stock Price Performance
• Business Goals
• Revenue Analysis
• Operating Income Margin Analysis
• Working Capital Analysis

Not only that, our team of experts is available for meetings or conference calls to walk you through the COA and help you decide where your solutions best fit with the client’s needs and expectations. 

FinListics provides the COA and subsequent review meeting as value-added services. But we don’t stop there. We’ve also created an instructional template for the COA and can teach you how to conduct the research for yourself.

Sample Report: