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First Step of Your Family Business Systems Plan...
Exclusively for Forum Members

How does your business measure up to best practices? This service, a complete diagnostic review of the important financial and operational indicators in your business, is free to all Family Business Forum members.

The first step in developing your plan for future growth and business succession is to get a clear picture of your current situation. The Financial Scorecard tells you if your company is in a financial position to support your future plans or whether you need to consider changes in order to achieve your objectives.

The Financial Scorecard takes an overall view of business performance with an eye toward the future. By diagnosing your past performance and current financial position, you get an independent assessment of your company in these key areas:

• Profitability
• Liquidity
• Growth
• Leverage
• Efficiency
• Cash Flow
• Working Capital Management
• Return on Capital

Identify the Issues

• What can we learn about recent performance that can help us make better decisions?
• Does our financial condition support our future growth plans?
• How does our business stack up against its peers?
• Is our working capital sufficient?
• Are we generating appropriate return to owners?

The Benefits

• A graphical presentation of your businesses performance in key areas.
• In person meeting to discuss results and interpret findings.
• Feedback on areas where the business is strong and where improvements may be available.
• Suggestions on how to address the improvements needed.

The Process

• Attend an initial meeting with Mario Vicari to discuss your business operations.
• Provide 3-5 years of financial statements.
• Attend a feedback meeting with Mario Vicari to review the report and discuss the results of the scorecard.

Call today to schedule your complimentary Financial Scorecard, a benefit included in your Forum membership package.