Financial Trends Review

5290 Overpass Road, Suite 122, Santa Barbara, CA 93111
Ph: (805) 683-2755 Fax: (805) 683-4751
Email: alliance@alliance2.com

Project Summary

Financial Trends Review

This package provides an in-depth review of a tenants financials over a 3-4 year period, with the emphasis on understanding long-term trends in all key financial areas -- revenue growth, profit margins, overhead factors, cash flow, balance sheet accounts, debt coverage ratios, overall capitalization etc. Our analysis includes discussions with management about areas of concern and issues that require clarification.

The written report (see sample) provides observations about the tenant's obvious financial strengths and weaknesses.presents discussions and opinions about a tenants current financial condition. The report includes a detailed Trends Table that summarizes a companys key financial statistics and scrutinizes the trends over a multiple year period. This trends analysis enables us to discover areas of weakness (if they exist) that hint at future problems for the company.

Estimated fee range:* $800 - $1,400

Note:*
The pricing on the reports is presented in estimated ranges since analytical projects can change in scope and can vary widely in the complexity of financial documents, availability of market data, the cooperation of management, and other project-specific issues. The estimated fee schedules assume that a single company or market is being examined. The scrutiny of technology-based companies often require specialized research efforts: markets are frequently ill defined; the ability of management to productize a technology must be judged; and complex technologies need to be examined.

Expenses are in-addition to analytical fees.

All invoice payments are due on a net 30-day basis unless alternative arrangements are made prior to the start of a particular project.

	5290 Overpass Road, Suite 122, Santa Barbara, CA 93111 Ph: (805) 683-2755 Fax: (805) 683-4751 Email: alliance@alliance2.com
Project Summary
Financial Trends Review This package provides an in-depth review of a tenants financials over a 3-4 year period, with the emphasis on understanding long-term trends in all key financial areas -- revenue growth, profit margins, overhead factors, cash flow, balance sheet accounts, debt coverage ratios, overall capitalization etc. Our analysis includes discussions with management about areas of concern and issues that require clarification. The written report (see sample) provides observations about the tenant's obvious financial strengths and weaknesses.presents discussions and opinions about a tenants current financial condition. The report includes a detailed Trends Table that summarizes a companys key financial statistics and scrutinizes the trends over a multiple year period. This trends analysis enables us to discover areas of weakness (if they exist) that hint at future problems for the company. *Estimated fee range: $800 - $1,400**


Note:* The pricing on the reports is presented in estimated ranges since analytical projects can change in scope and can vary widely in the complexity of financial documents, availability of market data, the cooperation of management, and other project-specific issues. The estimated fee schedules assume that a single company or market is being examined. The scrutiny of technology-based companies often require specialized research efforts: markets are frequently ill defined; the ability of management to productize a technology must be judged; and complex technologies need to be examined. Expenses are in-addition to analytical fees. All invoice payments are due on a net 30-day basis unless alternative arrangements are made prior to the start of a particular project.