Historical Financial Analysis Tool and benchmarking ratios using Excel

This presentation will focus on analyzing the financial health of a company. We will show you how to input the data and then use a prefilled example Excel spreadsheet that automatically calculates many common ratios, break-even points and compares them to industry benchmarks. We will analyze the financial health of a sample company. With this knowledge, you can help your clients understand their financials and make decisions to improve their financial standing. The spreadsheet is a free tool provided by the Northland SBDC and downloaded from our website. We have presented this tool many times at previous conferences and it has always received high marks.

Presenter: Curt Walczak, Northland SBDC (Minnesota)