Value MANAGER ON-LINE Summary Report

One challenge sellers often face is how to view and understand a client’s business in the same way client executives and investors do—through the evaluation and improvement of financial performance.  The next challenge many sellers must confront is where to access data, how to compile it and how to best analyze it.  When you combine all these factors with the immense time it takes to manually research and assemble all this information, it’s easy to see why more people don’t do it. 

By taking less than 60 seconds to run a FinListics Summary Report, you can quickly and easily view the client’s business from their perspective, through the lens of financial performance.  This helps you engage in a more effective dialog by better understanding:

• The financial metrics the client is focused on improving to advance financial performance and increase cash flow
• How to conduct more focused client research
• Possible root causes of gaps in financial performance
• Potential solutions the client would like to explore further

Our report also helps you build credibility with a client’s executive team by providing a logical link between financial performance, underlying business processes and your solutions.

The FinListics Summary Report starts with a high-level overview of the client’s financial performance. Subsequent pages detail financial performance over five years, along with industry benchmarking and peer comparisons.  The  report organizes trend and peer analyses into sections where relevant metrics are grouped:

• Growth & Profitability
• Capital Utilization
• Overall Performance
• Human Capital
• Liquidity & Leverage

Graphic markers also help you readily identify the best and worst performing areas. Moreover, gaps in financial performance are measured to help you to quantify each gap.  Not only that, the Summary Report measures first-year cash flow benefits from a one percent (or one day) improvement to seven key financial metrics, helping you further quantify gaps and place value on your solutions.