UnderstandingFinancials
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ARTICLES published in Competitive Intelligence Magazine - Society of Competitive Intelligence Professionals

Understanding Financials

What does a SEC 10K tell you?

 

   

Consulting Services: ...........................
Basic Report - no support included Report - some training support Report - with training support

Independent company internal and external financial analysis:

  • Cash Flow analysis, DCF (NPV, IRR)
  • WACC
  • Ratio Analysis - liquidity, efficiency, solvency, profitability, valuation
  • Market Value and Economic Value Added (EVA)
  • Performance Analysis
  • Vertical and Horizontal analysis
    • (IS, BS, CF)
  • Dupont analysis
  • Industry Analysis

Presentations:

I am building a series of presentations based on all consulting service topics that are geared to train middle and senior management to better understand financial statements and accounting principals.