WHY SBXC Insight?

Financial analysis is the process of understanding the financial performance and risk of a company by analyzing the reported financial information. Whereas, valuation is the analytical process of determining the worth of an asset or a company. Both financial analysis and valuation are central to an organization as they provide internal and external stakeholders with the opportunity to make informed business and investing decisions. Financial analysis and valuation are also indispensable to corporate finance processes such as mergers and acquisitions, restructurings, fundraising, etc.

  1. Investment Due Diligence
    Due diligence is a process of verification and audit of a potential deal or investment opportunity to confirm all relevant facts and financial information before the investment decision is made. A financial analysis and valuation report is an indispensable element of a thorough corporate finance due diligence review as it sheds light on how the firm is performing financially, as well as its various risk factors. Therefore, a well-written and thorough report is a necessary part of a merger and acquisition, restructuring, and fundraising exercise.

  2. Business Intelligence
    A financial statement yields valuable insights into a company's strengths, weaknesses, as well as how well it takes advantage of environmental opportunities and challenges. That makes financial analysis and valuation a key part of industry and competitor analysis, and the findings will be extremely helpful in strategy and business planning. Sun Tzu said: Know the enemy and know yourself; in a hundred battles you will never be in peril

  3. Management Consulting
    Other than the typical corporate finance setting, financial analysis and valuation will be very valuable in a management consulting context. For instance, financial analysis and valuation are central concepts in operational profit planning, human resource's balanced scorecard, marketing cost-benefit analysis, and engineering differential analysis, etc. So, a well-written and thorough financial analysis and valuation report are fantastic complements to your management consulting work.

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The SBXC Insight financial analysis and valuation report is designed for buy-side corporate buyers who are interested in taking over another corporate entity, sell-side businesses which are looking at prospective fundraising, organizations that are interested in a comprehensive financial diagnosis so as to make recommendations for improvement, and management consultants looking to value-add to their consulting solution. A typical SBXC Insight financial analysis and valuation report include the following.

  1. Financial Analysis
    This portion contains analytical insights on the company's finances based on publicly available and provided information, as well as an in-depth assessment of the material soft qualitative factors surrounding the firm. The goal is to uncover the underlying narrative that lies beneath the figures by evaluating the firm's sales, profitability, liquidity, operational efficiency, solvency, and cash flow. The outcome will be a clear view of the firm's strengths and weaknesses.

  2. Modeling & Valuation
    A financial model will be created and customized to meet the requirements of the context. The financial model's purpose is to synthesize the financial analysis findings, underlying financial narrative, and management assumptions to create a financial projection. The financial projection will help you assess the viability of the investment, as well as help to formulate a value for the business of interest.

  3. Risk Management
    As financial modelling and valuation are forward-looking in nature, risk management has to be done to account for future uncertainties. The risk management method shall depend on the context of the analysis and the availability of information. Generally, you can expect a distribution of values, as well as a deeper understanding of the drivers being value and risk.


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Do you need a business plan and budget for performance planning, controlling, and fundraising purposes? Looking to up your company's internal controls to better safeguard its assets?

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SBXC Justify

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Do you require independent analyst coverage for a stock or bond issue? As investors and financial advisers, do you need due diligence on an investment before making a decision? Look no further.

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SBXC Knowledge
Training Programs & knowledge Bank

Our training programs are designed to equip participants with the expertise to succeed in financial planning and analysis. Learn more about what SBXC Academy can offer.