Forevisor Financial Services Forevisor Financial Services | Page 3

Pro?t • Reverse engineers gross pro?ts to illustrate margin drivers and opportunities • Separates ?xed and variable cost structure for complete break-even analysis • Pinpoints individual customer pro?tability plus provides sales growth, attrition, and backlog analytical tools • Condenses cost accounting into simpli?ed language for reducing waste • Ease of use in early month-end results and key measure indicators “Our team will work with you to implement, interpret and provide ongoing guidance and support to create greater success.” - Steve Bailey, CPA Includes: • • • • • Ongoing pro?t enhancement & focus Margin generators by customer/product Ef?ciency disciplines & cost containment Breakeven analysis Backlog analysis Communication • You gain Barnes Dennig’s ?nancial insight and objectivity • Financial events and opportunities are made clear and understandable • More effective bank meetings • Greater peace of mind Includes: • Detailed monthly, quarterly and annual actual-to-forecast reporting • Detailed ?nancing reports • Barnes Dennig’s assistance with your banking relationship Balance Sheet • Provides insight into leveraging your liquid assets • Graphical reporting of Account Receivable trends • Trend reporting of critical balance sheet accounts • Borrowing base trending for future forecasting Includes: • • • • • Accounts receivable & payable analysis Inventory SKU analysis Seasonal needs analysis Ongoing balance sheet strategies Visuals illustrating capital requirements Financing With Your Bank • “Getting to Yes” with your bank by creating comprehensive ?nancial documentation • Planning, strategy and growth tools to maximize pro?t • Learn how to build your company for wealth creation • Comprehensive history and outlook via the multi-year snapshot • Integrates bank spread from your ?nancials so you and the bank are on the same page Includes: • Stress testing capability for your ?nancial projections • Integration of your projected P&L results with you balance sheet and line-of-credit and includes projected monthly line-of credit borrowing base reporting and covenant testing • Assumptions identi?cation • Capital adequacy for sales and revenue growth