Financial Statement Analysis using the treasure map
17
Financial Statement Analysis using the Treasure Map Part 1 Its all about growth Analyze Discover Surpri se
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In this chapter we look at how only revenue growth can be reviewed within the financial statement treasure map. We guide an innovative way to use financial statement analysis engaging discovery leading to the extraction of more profit, cash and business returns. Financial statements can be a very effective management tool to aid business improvement initiatives. We provide managers with a creative way to align business strategy with financial statement performance. The art of financial statement analysis can be a powerful core capability that will enhance your career
Transcript of Financial Statement Analysis using the treasure map
Financial Statement Analysis using the Treasure
MapPart 1
Its all about growth
Analyze Discover Surprise
What’s it all about Demystifying key financial statements
elements within a map Using these elements to discover improved
profit, cash and returns Creating visual engagement, motivating
powerful outcomes. Ensure focus is maintained and measured
within your financial statements
Who is it for
All people in management (innovators especially)
People aspiring towards management
Your tools
Whiteboard / canvasGroup of enthusiastic participantsThe treasure mapFinancial statements
Periods review•2 comparative periods•Monthly •Quarterly•6 monthly •Annual
MethodologyAnalyze
Discover
Surprise (Extracting the treasure)
The 5 chapters to the story
Growth – How well are we growing
Converting growth in superior profitability
With the appropriate balance sheet rigor
Providing the cash flow excellence
Delivering value
Cash is the outcome of how we manage the first 3 chapters
Value is the result of the
first 4 chapters
This session we focus on growth
The amount of growth achieved
Compare with the growth rate
Treasure Map principlesWe integrate the way we make money.
With the way we create wealth.
Into the 5 chapters of the financial statement story
Engaging discovery
To unearth those hidden riches in your business
Income Statement
Discovery
The StoryBalance Sheet
The way we make money The way we
create wealthThe 5 chapters
to the story
What we discover and what we will do about it
The Treasure Map
Income Statement
Discovery
The StoryBalance Sheet
Revenue Growth %
Profitability
Hunger measure
Cash
Value
$21.5
The value of revenue growth from previous
period
Where did the growth come
from
What was the quality of the
growth
Would we want to continue the
same growth next period
The Treasure Map
The Treasure MapIncome Statement
Discovery
The StoryBalance Sheet
Revenue Growth %
Profitability
Hunger measure
Cash
Value
$21.5 M
Growth rate is below previously
achieved
Growth rate is below
expectations / budget
What is causing growth decline
Define the growth rate7 %
Previous Current
12 %
Income Statement
Discovery
The StoryBalance Sheet
Revenue Growth %
Profitability
Hunger measure
Cash
Value
$21.5
Growth rate is below previously
achieved
Growth rate is below
expectations / budget
What is causing growth decline
Define the growth rate
Restructure value offer
New segment targeting
Enhance cross sell
Revamp loyalty program
The Treasure Map7 %
Previous Current
12 %
Grab our free E book
http://www.financialstatementstory.com
Its not the numbers it’s the fundamentals
That Improves profit, cash and
returns
Creating the treasure map to
explore and discover
Mick is Chief Treasure Hunter. Over the last 30 years Mick has consulted with the world’s leading companies to identify and implement performance improvements. He has discovered that behind every person and company is a story. Sometimes it’s a rocking adventure, sometimes a comedy, a mystery, a drama and on occasion, a tragedy. Going beyond mundane numbers and engaging in the story is the key to helping companies and individuals build corporate and personal wealth. Mick Holly
Andre is our Evidence Wizard. He combines the Passion of intuition with the Power of Evidence to weave amazing stories that reveal the secrets and treasures that are locked within financial statements.He has deployed the financial statement story discipline in over 150 different companies releasing more than $500million in value and more importantly, demystifying the financial statements for thousands of people.Andre's favorite quote:"If you change the way you look at things, the things you look at change"
Andre Gien
When you have some time
(yeah right) To chat further give Andre a call 925 323 2802 or
[email protected] [email protected]
Possibly want to join Mick and Andre on our podcasts www.financialstatementstory.com
Or just want to browse www.gfbridge.com
Next session
Review how growth impacts superior
profitability (chapter 2 of the story)
