More than a spreadsheet, COFIA is an automated, integrated & customizable program that performs deep dive financial analyses on all aspects of financial performance, provides unique insights, values the business, creates in-depth financial plans, and summarizes it's findings.

 

A Swiss Army Knife © for private company financial professionals, COFIA provides a wide array of integrated tools so you can:

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• Review an in-depth color highlighted analysis of historic and projected performance

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• Automated, 3-statement projections; customize over 50 assumptions

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• Dynamic Business Values under any assumptions

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• Determine Debt Capacity/Credit Strength

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• Perform Peer Benchmarking on a wide range of metrics

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• Compare dozens of metrics on KPI Dashboard

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• Value an Acquisition, and easily incorporate into company projections

 

• Answer any “what-ifs?” with a few clicks as business conditions & results change   

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​   Markets & Solutions

 

   Private Business Owner & CFO

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• No automation with current analysis and forecasting

• No cash flow plan – no time to prepare

• No integrated financial model - separate spreadsheets for each analysis

• No tool to forecast working capital and its cash requirements

• Uncertain how they compare to peers

• Inadequate package of information when approaching lenders

• No consistent set of metrics to evaluate performance over time, how each impacts value

• Difficulty valuing & modelling a potential acquisition with balance sheet and cash flow impacts

• More fun to use than current spreadsheets, see impact to a range of metrics with each assumption change    

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    Private Equity/M&A

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• Much faster vetting of financials and company value than current methods

• Finish financial review in hours, not days, more marketing time

• Screen prospective acquisitions on a variety of metrics at once

• Offer clients gaap-compliant 3-statement projections and estimates of future net value

• Helps with deal review fatigue-color-cue analysis evaluates important results

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    Fractional CFO’s

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• Big differentiator, reports provide a wide range of insights to share with clients  

• Present clients comprehensive, value-add financial plans without hours of work

• Colorful, easy to read graphs to visually demonstrate the financial impact your recommendations will have on their business value under a variety of one-click scenarios 

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    Business CPA's

 

• Great way to begin a consulting relationship with tax only clients

• Facilitates conversations and potential engagements on a range of topics, from cash flow forecasting, tax planning, and margin improvements, to business valuation work and more

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   Banks

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• Screen prospective borrowers on a variety of metrics with automated, color cue analysis

• Model includes Risk Rating system that can be modified to match your bank's scoring

• Collateral is margined (customizable) and compared to debt outstanding

• Great tool for bank workout groups to create repayment structures under various scenarios

• Model can answer hundreds of what-if questions with a mouse click 

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