McGrathNicol enhances our clients understanding of the forecasting process to assist our clients in their assessment of the achievability of the forecast results and appropriateness of the key assumptions.

McGrathNicol Forecast Assessment and Evaluation service focuses on assessing the key forecast assumptions and the robustness of the process underpinning the financial forecasts.

We provide our clients with rigorous financial analysis to critically assess and evaluate forecast financial information and the underlying process.  This independent assessment helps our clients to consider potential benefits, as well as provide opportunities to minimize risks when making transaction decisions.

Our Forecast Assessment and Evaluation services include:

§         identifying key revenue, gross margin and cost drivers and trends;

§         understanding underlying cash flows and the relationship with earnings;

§         comparing historical drivers and trends to forecast assumptions;

§         comparing forecast assumptions to supporting documentation and financial model;

§         evaluating management’s forecasting track record;

§         comparing year to date trading review compared to history and forecast;

§         understanding working capital and capital expenditure requirements;

§         comparing the consistency of accounting policies with historical practices; and

§         evaluating the forecast financial impact of commercial and operational opportunities and risks.

 

 Forecast Assessment and Evaluation Brochure

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