Historical Performance Analysis: Our Business Advisory team begins with a thorough assessment of a company’s past financial performance, analyzing historical financial statements to uncover growth trends, cost dynamics, and financial stability indicators. This initial review offers valuable insights into a company’s foundational strengths and weaknesses, serving as the groundwork for strategic financial planning. Our analysis identifies the key drivers of past performance, providing clients with a clearer understanding of historical results and positioning them to build stronger future projections and strategies.

Assumption Development and Ratio Analysis: Leveraging insights from past performance, Andersen helps clients develop robust assumptions and financial ratios, using industry standards and economic data as reference points. These assumptions cover revenue growth rates, cost of goods sold, operational costs, and other key financial metrics, creating a realistic and data-backed foundation for the financial modeling process. Ratio analysis further enriches these assumptions by assessing profitability, liquidity, efficiency, and solvency metrics. By tailoring these elements to each client’s operational realities, we ensure financial forecasts that are accurate and aligned with market conditions.

Financial Projections and Budget Preparation: Andersen develops detailed forecasted financial statements, providing clients with forward-looking budgets based on robust models. Our forecasts outline expected revenues, expenses, cash flows, and profitability, allowing clients to plan their financial resources, optimize capital allocation, and anticipate future funding needs. For businesses seeking to expand, launch new projects, or improve performance, our budget preparation offers a vital roadmap for resource allocation, investor relations, and operational strategy, grounded in financial rigor and strategic foresight.