Reports

Once customized to your brand, style and verbiage, at the click of a button, the FAT’s reporting ability is comprehensive and limited only by your imagination.

Below is a synopsis of the standard reports available pending your version of the FAT. Should your needs require a custom report, please contact us for a free quotation to customize and integrate your custom report to your FAT.

FAQ (Financial Analysis Questionnaire)
Available in both Basic and Advanced

The FAQ is a template designed to help brokers create a questionnaire used to gain the vendor’s insight towards the company’s financial performance. It is most useful in the analytics process and the recasting and normalization of the financial statements for the purpose of valuing the business. This is a time saving analysis tool prompting specific questions, fully customizable to your own specific brand and style of communication. The FAQ also provides a detailed record for archiving the information used during the information gathering stage of a valuation.

MPSP (Most Probable Selling Price Report)
Available in both Basic and Advanced

The MPSP Report is a document that provides the vendor with the requested Broker’s Opinion of the MPSP. It summarizes and interprets the output generated from the FAT as well as assumptions applied in determining the business value.  This is a valuable report that can be customized with your own logos, colors, fonts, verbiage, disclaimers and more. Please note that this report can be customized to use SDE, EBIT or EBITDA as the earnings base.  A distinction can also be made between a “Main Street” report versus an M&A report. (If your practice is both Main Street and M&A, the FAT is customizable to generate both inputs with separate brands and at the click of a button, generate either report  for an additional $8 per month over and above the Advanced license fee).

CBP/CBR (Confidential/Comprehensive Business Profile/Review)
Available in both Basic and Advanced

The CBP/CBR is a marketing tool designed to concisely describe the key elements of the business including an overview of the business, its history, location, and other specific information relative to the business including detailed financial information for a fully screened and qualified buyer to assess the feasibility and interest in the business opportunity.This comprehensive marketing tool is fully customizable to your own brand, verbiage and disclaimers and can be added to or edited down to fit your specific needs.

CBO (Confidential/Comprehensive Business Overview)
Available in Advanced Package

The CBO is a limited information marketing tool designed to generically describe the key elements of the business including an overview of the business, its history, location, and other specific information relative to the business but excluding specific financial information.This is especially useful to those business broker practitioners who prefer to provide the information in stages, and subject to the level of qualification and or interest of the prospective buyer. The CBO is fully customizable to your own brand, verbiage and disclaimers and can be added to or edited down to fit your specific needs.

CFO (Confidential/Comprehensive Financial Overview)
Available in Advanced Package

The CFO is a limited information marketing tool designed to generically describe the financial overview of the business.It can be used in conjunction with the CBO, or on its own and is especially useful to those business broker practitioners who prefer to provide the information in stages, and subject to the level of qualification and or interest of the prospective buyer. The CFO is fully customizable to your own brand, verbiage and disclaimers and can be added to or edited down to fit your specific needs.

CFA (Confidential/Comprehensive Financial Analysis)
Available in Advanced Package

The CFA is the most useful document in the defense of the business value or asking price, and it is most useful to the buyer and/or their influencers and advisors. Its major purpose is to go beyond the overview and present the financial information and related analytics in a defensible manner with sound financial exhibits. It can be used in conjunction with the CBO, or on its own, and is especially useful to those business broker practitioners who prefer to provide the information in stages, and subject to the level of qualification and or interest of the prospective buyer. The CFA is fully customizable to your own brand, verbiage and disclaimers and can be added to or edited down to fit your specific needs.

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