Welcome to your 14 Day Free Trial of
'Advisory Edge'
Discover how our tools can transform your client conversations and strategic planning
What Advisory Edge Delivers
Business Overview Report
A concise, yet comprehensive, two-page report providing a snapshot of your client’s financial performance over the past two years. It includes:
- Sales, Margins, and Profitability
Understand key financial metrics at a glance
- Revenue Drivers
Analyse customer retention and acquisition trends.
- Working Capital Metrics
Monitor debtor days, creditor days, and cash movement.
- Net Worth Analysis
Assess the overall financial health of the business.
Ideal for initiating strategic discussions and identifying immediate areas for improvement.
Enhanced Business Growth Model
A forward-looking, data-driven framework that enables you to:
- Evaluate Business Performance
Quickly assess current financial standing.
- Model Financial Impact
Simulate future scenarios based on strategic decisions.
- Forecast Growth
Project revenue, profitability, and valuation over a five-year horizon.
- Strategic Planning
Align business goals with financial projections.
Designed for finance professionals aiming to provide high-impact advisory services.
Getting Started
To make the most of your trial:
- Generate Reports: Use your client’s data to create both reports.
- Review Insights: Analyze the findings to identify key opportunities and challenges.
- Engage Clients: Use the reports to facilitate strategic discussions and planning sessions.
Need assistance? Training & Support resources are available to guide you through each step.
By leveraging these tools, you can enhance your advisory services, deliver greater value to your clients, and position yourself as a strategic partner in their business growth journey.