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Normalize and Insightfully Analyze Historic Financial Statement Data
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PDQ Value
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CVPro
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Flexible Chart of Accounts for Financial Statement accommodates up to 10 Years of Data
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Input & Adjust Interim Financial Statements
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Annualize Interim Statement
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Presents a full set of normalized (re-cast) Financial Statements including Income Statement, Balance Sheet, Statements of Cash Flows, Retained Earnings, Sources & Uses of Funds, and Summary of Earnings & Cash Flow
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34 Business Ratios & Summary Common-Size Statements using Normalized Data
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RMA Ratio & Common-Size Comparison using Normalized Financial Data
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RMA Ratio & Common-Size Comparison using Historic Financial Data
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Detail Common-Size Statements using Historic Financial Data
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Integra Information 5-Industry Data Comparison for both Historic and Normalized Data
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DuPont Analysis with Account Detail
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Sustainable Growth Rate with Account Detail
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Z-Score Bankruptcy Predictor with Account Detail
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MoneySoft Proprietary 5-Minute Diagnostic Analysis
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Optional Industry Financial Benchmarking Data
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PDQ Value
|
CVPro
|
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Risk Management Association's (RMA) Annual Statement Studies®
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Integra 5-Year Industry Data
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Financial Projections Based on Current Ownership & Management
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PDQ Value
|
CVPro
|
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Detailed Annual Projections for up to 10 Years.
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Detailed MONTHLY Projections
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24 months
|
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Complete Control over each Account Line-Item Assumption
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Projected Fixed Asset Disposals, Purchases and Capital Expenditure Financing
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Annual Only
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Annual & Monthly
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Built in error trapping for monthly / annual account balancing
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Tax Reconciliation Worksheet for a more accurate estimate of income tax expense
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Valuation Approaches & Methods
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PDQ Value
|
CVPro
|
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The valuation procedures conform to the rigid standards of Practitioners Publishing Company's (a Thompson Reuters Company) Guide to Business Valuations authored by Shannon P. Pratt, Jay E. Fishman, J. Clifford Griffith, D. Keith Wilson and Stanton L. Meltzer, recognized leaders in the field of business valuation.
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Auto-generates Customizable Fair Market Valuation Report
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Available Number of Valuation Methods
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10
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29
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Control Premiums, Minority Discounts & Marketability Discounts
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Ability to value Preferred Stock and Partial Interest
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Option to apply "Mid-Year" Discounting Convention on DFE and DCF
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Available Discount Rate Methods Include: Capital Asset Pricing Model (CAPM), Build-Up Method and/or Manual Input.
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"Reality Check" of selected value (includes Rule of Thumb)
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Optional Valuation Databases
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PDQ Value
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CVPro
|
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Done Deals®/Completed Middle-Market Transaction Data
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Mergerstat Control Premiums & Industry Price/Earnings Data
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BIZCOMPS® Small Business Valuation Data
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Available Reports
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PDQ Value
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CVPro
|
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Valuation Report incorporating AICPA Statement of Standards for Valuation Services No. 1
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Number of Printable Supporting Schedules
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98
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150+
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