Financial Analysis
Financial Analysis
Historical performance, ratio, and diligence-grade financial analysis supporting a decision or transaction.
Overview
Financial analysis covers the review of historical performance, trends, ratios, working capital, and capital structure needed to understand a business's financial position and support a decision.
This work often runs alongside valuation or modelling engagements, but is also requested independently — for diligence, internal reporting, or a specific question a client's own team doesn't have capacity to work through.
When This Applies
- Financial due diligence for a transaction or investment
- Internal decision support requiring outside analytical capacity
- Reviewing a target company's or client's historical financial performance
Typically Includes
- Historical financial statement analysis
- Trend, ratio, and working capital analysis
- A summary of findings appropriate to the intended use
Discuss This Engagement