Analyze the financial statements for clues that point to business successes, constraints and decision mistakes.
Inquiry into, marketing, sales, production and finance to determine the path and state of the business
Compare financial ratios against competition
What critical executive decisions in Sales, Marketing and Production were made that altered the course of your business?
Investment “ask”
Prioritize top (3-5) investments you need for future success.
Calculate how much funding your need (the “ask”)
Value your company based on future earnings and earnings per share
How much equity must be given up for new investment funds?
