McGrathNicol Transaction Services enhances our clients’ understanding of the forecasting process to assist in their assessment of the appropriateness of the key assumptions and achievability of the forecast results.
We provide our clients with rigorous financial analysis to critically assess and evaluate forecast financial information, the key assumptions and the robustness of underlying processes. This independent assessment helps our clients to consider potential benefits as well as provide opportunities to minimize risks when making transaction decisions.
McGrathNicol Transaction Services Forecast Assessment and Evaluation uses a balanced financial, commercial and cash focused approach to provide a robust and independent view of the:
+ key revenue, gross margin and cost drivers and trends;
+ underlying cash flows and the relationship with earnings;
+ historical drivers and trends to forecast assumptions;
+ forecast assumption’s consistency with supporting documentation and inclusion in the financial model;
+ management’s forecasting track record;
+ year to date trading compared with history and forecast;
+ working capital and capital expenditure requirements;
+ the consistency of accounting policies with historical practices; and
+ the forecast financial impact of commercial and operational opportunities and risks.