A Big Market with a Big Problem Creates a Big Opportunity
- Ed Patton
- Jul 23
- 2 min read
Updated: Aug 28
One of the biggest challenges many leaders face is the lack of a clear, big-picture financial understanding of their businesses.
Big Market: Decision makers of small to mid-sized businesses (SMBs).
Big Problem: Many leaders don’t fully understand their company’s financial situation.
Big Opportunity: Deliver clear, simple financial fundamentals (FF).
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1. The Challenge and Why This Happens
The Challenge
Deliver simple, non-technical financial insights that SMB leaders can easily understand and act upon.
Why This Happens?
FF not defined: Financial fundamentals are rarely defined, therefore they can’t be calculated, summarized, or reported.
Information overload: Traditional reporting can overwhelm leaders with too much data.
Excessive detail: Key insights get buried in the “financial weeds”.
Decision-making impact: Without a clear, jargon-free, big-picture financial profile, leaders can’t confidently evaluate results or make the most informed decisions possible.
This disconnect between data overload and financial clarity creates a huge opportunity for accounting and financial advisors to step in and deliver actionable, easy-to-understand insights.
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2. The Solution – The Trender® Reports
The Trender Reports give leaders their company’s FF with the 5 Elements® of Financial Fundamentals, with each, in turn, being condensed down to a single dollar amount.
An overview of the company’s full financial profile can be grasped with just these five numbers.
This brings focus, simplicity, and clarity when evaluating past performances, current situation, and planning for the future.
Understanding these fundamentals impacts every aspect of a business.
Trenders don’t replace effective, existing reports – they enhance and complement them.
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Why It Matters:
Financial fundamentals are essential at every stage of every business...this is because they are "fundamental".
Leaders deserve reporting that shows whether their capital and time are well spent – and provides insights for more confident evaluations and effective decisions.
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Reach out for an introductory phone or video call to discuss how succinct and understandable financial fundamentals have helped the leaders of many privately owned businesses.
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Edward B. Patton
5701 Broadway, Suite 102
San Antonio, Texas 78209
Phone (210) 822-9977
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