Turn Business Data Into a Clear Performance Story
Business Sale Performance Reporting brings financial and operational information together to help buyers understand how a business has performed, what drives its results and how performance could develop. Financial statements are essential, but they do not always make it easy for a prospective buyer to understand the underlying performance of a business.
Generous Group brings financial and operational information together to show how the business has performed, what drives its results and how performance could develop based on transparent management assumptions.
Historical Performance → Business Activity & Revenue Drivers → Two-Year Outlook
What the Report Shows
The Business Performance Report brings together the key financial and operational measures needed to understand how the business has performed and what is driving its results.
Business Performance Snapshot
Key financial and operational measures in one concise executive view.
Financial Performance
Three years of revenue, margins, expenses, profitability and performance trends.
Business Activity & Revenue Drivers
Connect financial results with the operational activity behind revenue.
Two-Year Performance Outlook
Extend historical performance using clear and transparent management assumptions.
Understand What Drives Revenue
Financial results show what happened. Operational data helps explain why.
We identify the key activities that drive revenue and connect them with financial performance to show what is changing beneath the headline numbers.
Examples
Automotive: Jobs × Average Job Value → Revenue | Medical: Consultations × Average Billing → Revenue
Retail: Transactions × Average Spend → Revenue | Trades: Jobs × Average Job Value → Revenue
Professional Services: Billable Activity × Average Rate → Revenue
Two-Year Performance Outlook
Historical performance provides the foundation for understanding how the business could perform over the next two years. The outlook uses transparent management assumptions rather than presenting a complex independent forecast.
Typical assumptions may include:
Activity Growth | Average Revenue per Activity | Revenue Growth | Gross Margin | Operating Expenses | Operating Profit
Our Business Sale Performance Reporting solution allows buyers, sellers and advisers to understand, and challenge, the assumptions behind the outlook.
For Business Brokers
A specialist reporting partner that helps present business performance more clearly while you remain responsible for valuation, marketing, buyer engagement and the transaction process.
For Business Owners Preparing to Sell
Bring financial and operational information together into a concise performance story that supports discussions with brokers, advisers and prospective buyers.
A Complement to Valuation
Not a Replacement
Generous Group does not provide valuation, audit, financial due diligence, legal, tax or transaction advisory services as part of this solution.