Peer Group Benchmarking

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

Project Summary

Peer Group Benchmarking

The goal of Benchmarking is to gain insights into industry norms, and whether a tenant is winning or losing within its competitive environment, by measuring its key financial statistics against those of a select peer group. We scrutinize and compare growth rates, profit margins, debt coverage ratios, capitalization, etc., and develop a frame of reference for judging the tenant’s financial results. These statistics are often discussed with senior management and areas of strength and weakness versus the competition are closely examined.

If Peer Group Benchmarking is included in a financial analysis, the written report (see sample) includes a comparative table and discussion that compares the target company’s financial trends versus those for a number of key competitors. With that added level of knowledge and perspective, we are able to offer more insightful opinions about possible problems that might exist or are developing.

Estimated fee range:* $400 - $700

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
Peer Group Benchmarking The goal of Benchmarking is to gain insights into industry norms, and whether a tenant is winning or losing within its competitive environment, by measuring its key financial statistics against those of a select peer group. We scrutinize and compare growth rates, profit margins, debt coverage ratios, capitalization, etc., and develop a frame of reference for judging the tenant’s financial results. These statistics are often discussed with senior management and areas of strength and weakness versus the competition are closely examined. If Peer Group Benchmarking is included in a financial analysis, the written report (see sample) includes a comparative table and discussion that compares the target company’s financial trends versus those for a number of key competitors. With that added level of knowledge and perspective, we are able to offer more insightful opinions about possible problems that might exist or are developing. *Estimated fee range: $400 - $700**


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.