INSIGHTFUL FINANCIAL ANALYSIS

CVPro includes the metrics you need to assess the financial performance of a business using both historic and normalized (recast or adjusted) financial statements.

• Flexible chart of accounts allows you to mirror the target company's financials and accommodates up to 10 years of historic Income Statement and Balance Sheet data and supporting information.



• Interim financial statements can be entered, adjusted and annualized. You have the option to use Interim Balance Sheet data in the valuation methods. This gives you the flexibility to use either the Interim or Year-End data depending upon which one is most appropriate given the valuation assignment.



• Statements of Cash Flows, Retained Earnings and Sources & Uses of Funds are calculated automatically.



• Easily make “normalization” adjustments for any account and for any historic period. Eliminate the effects of excessive, discretionary, personal, non-operating, deferrals, and non-recurring items to reflect the true economic condition of the company. Normalized (recast) financial statements are presented along with an Earnings & Net Cash Flow Summary that highlights the bottom-line effects of all adjustments.



• Explanatory notes can be made to document and track adjustments.



• Common-size Income Statements and Balance Sheets as well as 33 common financial ratios that measure liquidity, coverage, leverage and profitability are automatically calculated.



• Performance can be compared to the specific industry based on standard Risk Management Association’s (formerly Robert Morris Associates) Annual Statement Studies format.



• Performance can also be compared using Integra Information's 5-Year Industry data for common-size statements and 60 ratios.



• Z-Score Model measures the probability of the target becoming insolvent within the next 12 months. This widely used model helps assess economic viability.



• Sustainable Growth Model measures the maximum growth rate of sales that is sustainable without depleting financial resources. This helps determine whether revenue growth assumptions are in line with profit margins, dividend payout, asset turnover and financial leverage assumptions, both before and after the transaction.



• DuPont Analysis to help identify whether changes in ROE are being driven by Sales Margins, Asset Management or Financial Leverage.



• The MoneySoft Five-Minute Diagnostic™ provides a snapshot of a company's footing and highlights the factors that are driving or dragging its performance based upon financial statement data.

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