Financial Analysis Services

Financial Analysis Services

You're in business to make money, right? By truly understanding your financials, you can reduce costs and increase profits. Strong financial analysis is what separates industry leaders from the rest of the pack.

Make tough business decisions a little easier by gaining an understanding of your costs and determining profitability at a product level. Create efficiencies, too. Have you evaluated your processes? Simple changes in how you operate can reduce costs.

And, wouldn't you love to know how you stack up against the competition? Benchmarking allows you to see industry trends and performance gaps. Rea & Associates' business financial analysts can help you determine your true costs so you see where you are making - and losing - money.

Coupled with an evaluation of work processes, a pro forma or projection of revenue and expenses can be prepared to integrate gains and enhancements for your company. By utilizing this tool, we are able to determine financial goals and targets, foresee potential for increased financing capabilities, project impact from system improvements and enhance the company's merger and acquisitions value. A periodic financial analysis is also available, which takes a professional look at the organization's financial performance and identifies areas for improvement.

Our Expertise

We focus on helping companies analyze data better and make smarter decisions. Our financial analysis services provide information regarding the profitability, efficiency, liquidity and stability of the company.

We prepare reports using financial ratios that make use of information taken from financial statements and other available reports. These reports are presented to top management as one of their bases in making business decisions:

  • Decisions regarding investing or lending capital
  • Issue stocks or negotiate for a bank loan to increase its working capital
  • Continue or discontinue its main operation or part of its business
  • Select on various alternatives in the structure of the business.

Capital Formation Strategy

Capital Formation Strategy is the process of planning financing and obtaining capital. The Strategy considers the determining factors in which businesses form and which sources of financing are appropriate, as well as preparing an appropriate business plan and financial statements, and a representation for investors that focuses on their needs. Winning Strategies for Capital Formation includes detailed coverage on: Mental strengthening and preparation for "the money hunt"; Building credibility with investors; Structuring your business to meet your needs as well as your partners'; Understanding the options; Attacking myths that clock your path to success.

Our Expertise

We can evaluate growth opportunities for your business plan and help you develop an appropriate capital formation strategy. In doing so, we analyze your capital needs, evaluate your capital structure, and identify appropriate sources of capital (Angels, venture capital, grants, SBA-guaranteed loans, bank financing, internal cash flow, etc.) to help you achieve your full potential.

Risk Analysis & Management

Understanding and managing financial risks are central to the success of every business. Businesses must quickly identify, manage and capitalize on financial risk. What can go wrong, and what can you do about it? Every business faces a unique set of risks. Identifying, analyzing, and mitigating those risks can provide peace of mind and a strong competitive advantage.

Our Expertise
We help companies manage risks by identifying risks facing the organization and advising them which precautions they must consider.
Our business/financial risk service provides not only consultation on a short-term fix, but also provides a long-term supportive relationship that will help your business continue to grow.

We can help you identify and quantify these risks through a risk audit and the development of sophisticated risk models. Some of the techniques we can employ include the development of Monte Carlo simulation models so that you can visualize the full range of potential outcomes.