UPDATED: Deep-Dive Analysis Standard Report Options

Once a Deep-Dive Analysis is complete, you will have access to several types of reports to present to your client.

Reporting is a key component of your client engagements. The CoreValue system offers several options to choose from; this article address STANDARD REPORTS. In addition, the CoreValue system automatically generates the Operational Value Report and Growth Strategy Report.

See also: Sample Strategic Plan  and  Sample 'Assessment of Operational Effectiveness'

See also: Article: What is Strategic Growth Planning?

See also: Build or Audit a Business Plan

 

Here, we are looking at the Standard Reports. All Deep-Dives result in a standard set of reports. These are viewed and can be printed from both the Advisor and Client Dashboards. Here's a brief look and description of each.

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Selecting the Reports icon from the business review portal will open up a set of six standard reports detailing the results from the Deep-Dive Analysis.

1. Overview. The overview provides six charts that detail client fundamentals, current and potential enterprise value, value gap, current CoreValue Rating, top critical drivers from the value gap analysis, red flag conditions and progress made since the initial Deep-Dive was completed. This report provides a brief highlight of current company conditions.

2. Rating. The Rating report lists all 18 drivers, broken out by Market vs. Operational drivers, and shows the scores (0-10) for each driver based on the answers provided in the Deep-Dive Analysis. The Ratings report provides a summary picture of performance to show relative strength of each driver and how the overall CoreValue rating is derived.

3. Value Drivers. This report allows the user to examine the driver questions to see how the underlying indicators of each driver contributes to the overall driver scores.

4. Value Gap. This report details the overall value gap in dollars, and shows how each of the drivers contribute to or make up that gap. This is an essential report to review with your client so that he or she can understand the impact of operational best practices on their company's overall value.

5. Red Flags. Red flag conditions are an indicator of risk, and could mean that other factors at play in the company are working against overall progress. These should be considered a top priority for fixing in any company.

6. Progress. Progress reports can be consulted from time to time during the Growth Plan phase to track the changes in CoreValue Rating, Enterprise Value, Value Gap, Revenue and EBITDA.

To view a sample of Standard Reports, click on a report icon below.

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Overview Report

 

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Ratings Report

 

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Value Drivers

 

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Value Gap Analysis

 

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Red Flags

 

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Progress