Exceeding Limits and Fintel®
Exceeding Limits has partnered with Fintel® to provide our clients with products to help understand and improve their company's financial performance, regardless of size. Exceeding Limits and Fintel® can provide you with profound strategic financial intelligence to help you grow your company and avoid fatal mistakes.
The Fintel database includes over 900,000 private and public companies in over 900 separate industries. Its financial data is trusted by the Kaufman Foundation, First Research, and the SBA in the U.S. It is the largest and most accurate of all private industry financial data banks. The Fintel tools are a product of the research of Dr. Robert W. Pricer, professor of Management and Entrepreneurship at the University of Winsconsin-Madison. Together the database and the tools provide: - powerful and unique benchmarking reports comparing your company financial information to an entire industry or only similar sized firms.
- interactive reports for evaluating and improving profitability and cash liquidity
- tools to help understand and improve your growth rate
- tools for helping to understand and develop the value of your business
- loan risk evaluation specifically designed for the lending industry, but available to all firms with debt financing
Our comprehensive analysis of your company's current financial situation can provide you, the business owner, with answers to questions such as: - What should I be paying for my debt?
- What is my industry's average inventory?
- How can I improve my cash position?
- How do I compare to others in my industry on sales? On profit? On costs?
- Will I have enough cash to pay my loans next year?
What can I do to increase my cash flow? My profit? The value of my business? Our analysis can also serve as a forecaster of future financial situations, based on your company's current trends or any chosen assumptions. If negative situations are forecasted (e.g. a lack of cash in the next fiscal year), we can identify and apply corrective actions before they impact your business. Furthermore, we can assess, instantly, what effects any of these actions would have on your bottom line. You are finally in total control and in full awareness of your financial situation with a deep level of detail, concrete actions to produce clear financial goals and a benchmark to compare your business against. This is the most profound financial analysis and database tool on the market today and it is unlikely your accountant or CFO can produce the level of strategic financial information Exceeding Limits with Fintel® can. That being said, Exceeding Limits does not replace your financial advisors, we complement them. We work with you and your advisors to help you make the decisions that will improve your company's financial performance. Programs
Company Financial Assessment
A comprehensive financial analysis of your company's financial situation and trends (previous and current financial statements are required). Includes benchmark comparison against other companies in the same indutry. Includes a 1.5 hour session with the advisor to interpret the results and discuss the findings. This assessment is included as part of one-on-one individual coaching. What-If Analysis Useful for business owners who want to act on the results of the Company Financial Assessment -or- have a strategic goal to attain and want to know what changes they need to make to achieve their targets. It comprises a 2 hour session with the advisor to discuss tactics and create action plans using real-time, interative tools to assess the impacts of the discussed tactics on the company's financial performance.
Not sure which program is right? Contact us. Together we will determine the best program for you.
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