Planning and Analysis

With the financial reporting baseline established, we take a deeper dive to identify operating and investing activities where profits are made or lost. Our modeling provides opportunities to improve profits and pinpoint operating risk. As with any charted course, constant assessment of progress and adaptation to new variables improve opportunity and outcome. We strive for continuous improvement. Initiating and following directive metrics enable better decision to improve profits and business value.

Business Value SCORE

With or trademarked BVSCORE framework, we guide private company investors to produce value that will become attractive to other investors. BVSCORE focuses on all of the elements that an acquiring investor will analyze for their Investment Thesis. SCORE is the acronym for Strategy, Commercial Viability, Operations Alignment, Return on Effort, and Enduring Value.

We develop and provide financial statements and operating reports to present the quality of earnings and the level of financial fitness.  Our reports examine trends and pertinent ratios related to profitability, liquidity and operating effectiveness.

Corporate Finance Office Support

Charted course is the concept of being proactive.  Our services chart the course to improved profits, cash flows and business value.



Next Steps…

We will examine your company’s charted financial direction for the key components of accounting^analysis^action to prioritize how you benefit from accounting and finance to enhance your competitive advantage.

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