Developing and refining strategic planning initiatives from financial statement
data has long been a time-consuming challenge. Today there's an easier way. With
Optimist effortlessly turn your latest financial data into powerful strategies and
improved profitability.
Optimist provides assistance with:
- Business health checkups
- Working capital management
- Financial forecasting and budgeting
- Succession planning and business growth
- Credit risk assessment
- Bank financing and annual reviews
- Benchmarking against industry peers
- Clients in distress
- Going concern analysis
- Strategy illustration
- Due diligence and business valuations in trade sale or company acquisition
- Assessment of tax position, to assist in financial planning and wealth management
- Creation of realistic management accounts from tax accounts
- Analysis of price vs. volume
- Assess the impact of new asset purchases
- Scenario planning, such as price changes, promotions, revenue growth vs. discounting
The following links provide examples of Optimist Printable Reports:
Click Here to obtain Optimist reports through your local SBDC office.
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