Tools and Resources

Financial Analysis with OPTIMIST


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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