How do you know if you have all the information needed to make important financial decisions for your company?
The Trender® gives you the best financial fundamentals about your business so you can make the most informed decisions possible.
Financial Fundamentals For Your Business
Informed decision-making means having on-going clarity of the essentials.
Trends and drivers provide important insights.
5 Elements® of a company's financial fundamentals are:
How do lenders and investors perceive your company?
Is your company growing, merging, surviving, or contemplating a sale?
How much can your company borrow &/or how much is it worth?
Know the on-going answers to these questions before they are asked…their answers, trends and drivers are important and insightful.
Speak the same financial language as bankers and investors.
Understand what you and your financial team need to know about how the
5 Elements of financial fundamentals are impacting each other, and your business.
The Trender Reports clarify and simplify the financial workings of your business
giving you a complete update of your financial situation every 30-days.
Each report includes both a summary and written analysis to
provide context and help you understand what the information means.
Remember, the information given to auditors and the IRS are not business planning tools and will not provide a full set of financial facts for making informed decisions.
Audits and tax returns are required by banks and the government and serve their purposes.
But this information is not what you, the business decision-maker, needs on an ongoing basis to evaluate, operate, and grow your company.
The financial circumstances of your business will change over time.
Don't let your business grow faster than your ability to track
the evolving financial needs of your company.
Stay one step ahead of your changing financial conditions
by having timely and accurate information about the 5 Elements.
The monthly Trender Reports will ensure you always have the important information
needed for you and your financial partners to truly understand your business.
The 5 Elements
Change your view of your company's finances. The unique Trender Reports clarify and reflect the economic reality of your business with a complete update every 30-days.
Each report includes both a summary and brief written analysis
to provide context to help you understand what the information means.
The Trender Reports are more about simplicity and business insights
than traditional financial reports, spreadsheets and conglomerations of disjointed numbers.
The 5 Elements of financial fundamentals are:
Condensed Operating Earnings
With the Operating Earnings portion of your P&L condensed into a single page trends report plus an accompanying insightful graph, you can more effectively identify business issues.
Understand changes in your company's cash position and financial strength with this unique and common-sense reporting format.
See the liquidity of your business calculated in an objective, on-going manner to know the dollar amount of your liquidity and its relationship to the amount of capital needed by the company.
Know the value of your business as well as the factors that determine if your company is creating wealth, or consuming it.
These are the facts every owner will want to know.
A comprehensive and candid view of your borrowing
capacity based on term debt supported by cash flow.
This is an essential tool for meetings with bankers.
Contact us today to learn more about the 5 Elements of financial insight.
Since 1976, Ed Patton has worked as a CPA, held private company controller positions, spent a decade as an investment banker, and is now the owner of a corporate financial advisory firm.
The financial insights provided by the Trender Reports come from real-world experiences:
Arranging debt & equity funding for private and public companies
Participating in the purchase and sales of privately held companies
Facilitating bank loans for corporate businesses
Making private company equity valuations
Developing "cost of equity" calculation to meet state regulatory requirements
Analysis of financial statements for money management firms
Working with "Big 4" accounting firms
Worked as a controller of privately-owned companies