Financial & Operating Surveys


Nobody ever failed because they knew too much about their business.

Sometimes called Operating Cost Surveys, Ratio Studies, or Cost of Doing Business Surveys, a Financial and Operating Performance Survey provides benchmarks for:

  • Gauging performance vs. industry peers to identify strengths/weaknesses
  • Controlling expenses
  • Managing inventory
  • Tracking industry trends
  • Detecting early warnings of financial difficulties
  • Improving profits
  • Planning cash flow
  • Assessing overall company productivity and efficiency

Each study is specifically customized to the informational needs and sophistication level of the industry involved. The final output is comprehensive, yet easy-to-understand and use, typically including two separate reports:

Industry Wide Report - an in-depth compendium of overall industry performance, including detailed industry-wide results, analytical insights, ratio definitions, and how-to-use guidelines.

Individual Company Performance Reports (CPR's) - are prepared for each participant, showing their own confidential performance ratios (already computed) as compared to that of industry peers that are most similar to their own business.

Industry Insights is a proven leader in designing and conducting Industry Financial & Operating Performance Surveys for industries in North America as well as throughout the world. For more information contact:

Scott Hackworth, CPA
Vice President
(614)389-2100 x105
shackworth@industryinsights.com

 



What Users of the Survey Results are Saying:

"This survey is the most valuable part of being a member of this association."

"I take this report to my banker whenever I present a business plan or try to negotiate lending rates."

"I just received my report – you did an awesome job and I look forward to using your very thorough information in planning budgets and our overall business plan for 2007. Thank you for the insight!"