Financial Analysis - Potential Acquisition, Indianapolis, IN

Financial Analysis - Potential Acquisition, Indianapolis, IN.jpg

PBC Global was asked to analyze the business and financial statements of a potential acquisition in Indianapolis, Indiana.

Financial Analysis Requested By: Potential Buyer/Entrepreneur/CEO

Solution:

  • A series of financial ratios showing comparison across several years and to industry standards including:
    • Gross Profit Margin
    • Operating Margin
    • Net Profit Margin
    • Current Ratio
    • Quick Ratio
    • Sales to Receivables Ratio
    • Return on Assets
    • Debt to Worth Ratio
    • Working Capital
  • A comprehensive list of questions for the current owner related to sales, customers, marketing, target markets, service delivery, accounting, personnel, fixed assets, IT systems, suppliers, competition, inventory and reputation

Results/Deliverables:

  • A detailed report analyzing the financial information
  • A fluctuation analysis of the income and expense items on the trial balance including a list of questions for the current owner related to unusual fluctuations
  • An overall recommendation regarding whether the company should be purchased

Location: Indianapolis, IN - 46201

Please contact us today to discuss your Financial Analysis and Reporting: 
Patrick Brogan, President
CPA, CIA, CFE

PBC Global
440.915.1180