COFIA is an automated, integrated & customizable program that performs deep dive financial analyses on all aspects of your company's financial performance, provides unique insights, values the business, creates in-depth financial plans, and summarizes its 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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• Gain insights from in-depth analyses of historic and projected performance

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• Customize 3-statement projections 

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• Estimate Business Value under any set of assumptions

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• Determine Debt Capacity & Debt Risk Rating

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• Evaluate performance with automated peer benchmarking​​

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• Value an acquisition & 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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• Automation of analysis

• Dynamic cash flow forecasting

• One file

• No tool to forecast working capital and its cash requirements

• Comparisons to peer performance

• Detailed loan request reports and schedules

• Integrated acquisition valuation & modelling

• More fun to use than current spreadsheets    

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   Private Equity/M&A

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• Efficient vetting of financials and company value 

• Financial reviews in hours, not days

• Provides clients with GAAP compliant, 3-statement projections​

• Produce detailed estimates of business value in hours

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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

• Updates all analysis and impacts to Cash and Debt Service for any assumption combinations

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