Commencement
- Initial Data-Site visit Gathering
- Financials
- Tax information
- Questionnaires/Interview
Research
- Industry research
- Local economy research
- RMA data (Industry comparison)
Initial Financial Analysis
- Common-size financials
- Ratio analysis
- Industry analysis
- Trend analysis
Recast Conference with Ownership
- In-depth Questions based on initial analysis
- Industry
- Percentages – Capacity
- Norm adjustments
Normalization
- Implement all info from recast call to financials
- Industry financial analysis
- Finalize adj. financials
Adjusted Financial Analysis
- Feasibility meeting
- Determine appropriate information use and application
Consider All Approaches
- Income
- Asset
- Market
Review and Finalize
- Finalize Value
- Review by Senior Analyst
- Repeat process
Present to Ownership
Present findings in a report