How would an outsider look at your business?

When looking at your business, the first thing an outsider (a banker, buyer, investor) does is gain an understanding of your company’s historical financial performance and trends. This information comes from your financial statements.  Whether you plan to sell in the near future or not, analyzing your business as an outsider means you are managing your company as an investment, working on your business not just in your business.

The Business Trend Analysis (BTA) puts you in the driver’s seat to decode and understand your trends as an outsider would, and use them to manage wisely and increase value – before a buyer comes knocking.

By simply entering 3-5 years of financial information into the secure, encrypted portal, the BTA will show you:

  • What is the story behind your numbers? For example: What’s causing my gross profits to decrease and how do I increase gross profits? How are my operating expenses increasing relative to sales? What’s going on with my labor expense?
  • The 7 key ratios you should keep your eye on to track the overall health of your business and how you compare to your peers.
  • What’s currently happening and what’s the outlook for your industry through the iExpert Industry report.
  • Based on historical performance, is the value of your business generally increasing or decreasing?

To see how the BTA works, click here.

 

Licensing Options – All Plans Include a One-Time BTA License

Information that you enter into the BTA software for analysis is encrypted and secure to the best of current technology. Capital Valuation Group will hold all user-entered data in confidence. User-entered data will not be shared or used by Capital Valuation Group for any other purpose beyond the user-requested analysis performed by the BTA software.

Self Service License Plan
$395/per BTA

You will enter 3-5 years of your company’s financial data and interpret your results from the reports provided. Your reports will be available immediately upon completion of entering your data.

Your Business Name  

 

Concierge
$300/per BTA

Short on time? Our team can enter your company’s financial data after you’ve securely uploaded it. You will interpret your own data and benchmarks from the reports, which will be accessed via our secure system.

Your Business Name  

*Purchased in conjunction with Self Service or Concierge BTA.

Additional Services

Interpreting Data & Benchmarks
+$300/per BTA*

Schedule a 1-hour work session with a BTA expert to interpret and discuss your individual data and benchmarks.

Your Business Name  

*Purchased in conjunction with Self Service or Concierge BTA.

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Test License
$2.00

Your Business Name

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Sample Reports


Information that you enter into the BTA software for analysis is encrypted and secure to the best of current technology. Capital Valuation Group will hold all user-entered data in confidence. User-entered data will not be shared or used by Capital Valuation Group for any other purpose beyond the user-requested analysis performed by the BTA software.

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