Services
Financial Reporting & Controls
Accounting is the language of business. IFI helps you design, compile and interpret your business information to give you a clear picture of how your business is doing and where adjustments may be needed. Financial controls ensure your financial information is accurate and your assets are protected. IFI can create the policies and procedures to prevent nasty surprises. We can be that second set of eyes protecting your business.
Month and Year End Reporting
Management Reporting
Financial Metrics
Business Plans
Budgeting and Variance Analysis
Balance Sheet Reconcilement
Cash Flow Analysis
Data Integrity & Accuracy
Value Builder Services
Value Builder is a proven system with the focus on increasing the value of your company. It has helped thousands of owners identify, and then improve, the 8 key drivers that increase business value. IFI assists you in answering one or more of the short-online questionnaires. We then provide you with the results in an insightful report. Using the Value Builder system, IFI then works with you to improve those areas that may be holding down the value of and your satisfaction in your business.
Value Builder Report
Provides an overall assessment of your current business. It includes an estimated value that a potential buyer may be willing to pay. More importantly, it provides a quantitative score on each of the 8 key drivers. It is the basis for implementing a plan of action to drive up the value of your business.
Freedom Score Report
Provides an evaluation of your financial readiness to exit your business. Starting with the estimated sell price of your business the Freedom Score takes into account items such as selling transaction costs and taxes, other non-business income, expenses and investments to provide insight into your financial condition post-sale.
Prescore Report
Is designed to measure your ability to exit your business with no regrets. It explores areas such as your vision of life post sale, how flexible are you in the terms of the sale, your personal and emotional attachment to the business and finally what is your attitude towards the treatment of employees, suppliers and customers by the new owner.
Business Process &
Operational Efficiencies
Human Resources Process & Compliance
Automation Assistance
Information & Financial Management Systems
System Implementation / ERP
Start-Ups, Growth &
Right-Sizing
Startup Assistance and Planning
Mergers & Acquisitions / Company Sales
Due Diligence and Implementation
Right-Sizing of Operations and Assets
Integrated Financial Insights, LLC
Newark, DE 19711
302-299-6339
