Internal Corporate Planning/Financial Benchmarking

Maximizing value via growth and profitability is oftentimes a key goal of executive management teams. These factors certainly help to maximize the value of any business, but it is helpful to understand how a business’ growth, margins, and financial metrics stack up against other players in the same industry. After all, this is typically an important consideration in how investors value companies.

ValuAnalytics can assist you with benchmarking your company relative to its publicly-traded peers and analyzing how the various financial metrics considered (size, growth, liquidity, profitability, operating efficiency, and leverage) might impact your valuation. Understanding how your company compares to its peers can help to identify where certain metrics can be improved to drive additional investment value. We are happy to customize our analytics to address specific comparisons that you may want to see.

For your convenience, our memo is provided in word processor format (Microsoft Word) and exhibits are provided in spreadsheet format (Microsoft Excel) to allow for customization as needed for your internal files. Every engagement includes a 30-minute consultation to review the deliverable and answer any questions you may have regarding the analytics. Please contact us to request a redacted sample memo.

Need a full appraisal or other valuation related support services? Contact us to discuss your valuation requirements. ValuAnalytics is affiliated with Helios Consulting, Inc., a full-service business valuation firm, with professionals who have extensive experience with providing valuation services for internal planning purposes. We will deduct the cost of any services provided by ValuAnalytics from your final business valuation engagement invoice if Helios Consulting, Inc. is engaged.