Elevate Your Business Conversations

Do you see financial statements as a necessary evil?

The Business Trend Analysis (BTA) tool was developed in an effort to help business owners unlock the powerful data that is otherwise “hidden” in their financial statements.  This data, combined with industry benchmarking data provides a fresh perspective about where to focus attention to improve the business’s financial performance going forward.

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.

  Benchmarking to Peers

– Compare your company’s financial performance to its peers.
  An Insider Report of Your Industry’s Outlook

– Provides knowledge and insight into the key issues facing your industry.
  Value Indication–Increasing or Decreasing

– Historically, is your business value directionally increasing or decreasing?
  Interpreting Business Trends Graphically

– Discovering and understanding the story behind your company’s financial statements.
  7 Key Ratios Every Business Owner Should Track

– These ratios identify the different drivers of your company’s ROE (return on equity).
  Decoding and Comparing Your Financial Information

– Using your past financial performance to prioritize ways to increase value.


 


 

What’s the process?

  1. Gather 3-5 years of financial statements or tax returns.
  2. Follow the BTA prompts to enter the data or upload your information to have a BTA team member input data on your behalf.
  3. BTA generates trend graphs, calculates ratios and creates business trend and industry reports.
  4. Your reports are ready for immediate review online or to print.

 

BUY Business Owner Plans
BUY Business Advisor Plans

 

Still have questions? Please Contact Us.


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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