BUSINESS FINANCIAL PLANNING & VALUATION ANALYSIS

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Instant Financial Picture!

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Dr. John F. Richardson

Consulting Services

Introduction :
First, it is necessary to identify and outline the specific problem to be solved for the client. This can usually be done by a phone conversation followed by an e-mail and/or fax to transmit the details related to the problem. If the client has a specification write-up, this will be most helpful. If the client is located in the same geographic area as ILAR, a personal meeting might be arranged for large, complicated projects.

Credibility :
The new client can access sample printouts of prototype models on ILAR's home page on the Internet, where descriptive literature and a demo disk reside. This material can be viewed, or it can be downloaded to the client's site. ILAR Systems, Inc. and Dr. John F. Richardson have successfully assisted numerous firms, throughout the United States and internationally, to develop their financial models.

Analysis :
The prospect submits specifications to ILAR with printouts of financial statements and reports desired, as well as formulas for any unusual calculations or ratios. If additional data or information is required, the client is contacted by phone or fax in order to obtain the details. The input from the client is analyzed to determine the best approach to solve the client's problem(s).

Proposal :
ILAR professionals analyze the prospect's requirements and develop a mini-proposal which is usually faxed to the prospect or client who reviews the proposal and time-line for completion of the various phases of the project.

Acceptance:
The Prospect or client accepts agreement and pays the required deposit to get project under development. Based upon the agreement, ILAR presents work-product at various stages of completion until project is completed and accepted by client. If client changes specifications substantially from original requirements, an addendum will be made to the original agreement based upon mutual consent.

Completion :
After the project is completed and accepted by the client, ILAR professionals remain available to do future updates or enhancements to the system on a time and material basis, as specified in the proposal or agreed to thereafter.


blue point Multi-Division Strategic Planning Models
blue point Customized Financial Models for Any Business
blue point Business Valuation Diagnosis
blue point Financial Analysis for the First Business Plan
blue point Customized Real Estate Analysis
blue point Customized Credit Analysis Models
blue point Customized Bank Analysis Models
blue point Management Consulting and Planning
blue point Strategic Management Diagnosis and Analysis, etc.
blue point General Customization, Data Input, Fine-tuning and Training of Management


Types of Consulting Projects

1. Multi-Division Strategic Planning Models

Dr. Richardson has assisted several hundred multi-division firms to develop their strategic financial planning models which has allowed them to analyze historical performance, project future performance and simulate profitability, cash flow, ROI analysis, annual earnings growth rate and equity and debt capitalization planning, as well as manpower and space planning. In addition, multi-division consolidations are accomplished with a few keystrokes, including analysis of both historical financial performance and forecasted financial performance of the ten key financial statements.

2. Customized Financial Models for Any Business :

Often customers purchase ILAR's financial modeling software, and they don't have time to fine-tune it, key in their data and assumptions and run the models. Thus, they look to ILAR for assistance in doing this for them for a quoted fee which is based upon the estimated amount of time required by an ILAR professional to fine-tune their models and prepare their analysis.

3. Business Valuation Diagnosis :

Business owners and general managers frequently desire to obtain a complete analysis and valuation of their business, and they call upon ILAR to assist them to prepare this analysis using ILAR's financial valuation models. The firm usually purchases a copy of the business valuation software package for their own ongoing valuation analysis after ILAR prepares the initial analysis. The fee for this service will vary based upon the work required.

4. Financial Analysis for the First Business Plan :

Many businesses or entrepreneurs require a twelve-month budget and cash flow projection which includes cash receipts, disbursements, cost of goods, capital expenditures, monthly cash flow and cumulative cash flow. They also require a five-year financial forecast of Income Statement, Balance Sheet, Cash Flow Statement and Ratio Analysis Statement.

5. Customized Real Estate Analysis Models :

Before investing in a real estate property, whether it be an apartment complex, shopping center, office building, industrial property, condominium or housing development, a five-year to twenty- year financial analysis should be done, as well as a 24-month, monthly analysis. If the client does not have time to do it, an ILAR professional can prepare the analysis for the client. After receiving the requirements of the investor, a quote is made, and the analysis is immediately begun and should take about one to two days based upon the complexity.

6. Customized Credit Analysis Models :

ILAR Systems, Inc. offers a Comercial Loan Analysis software package which the end-user can readily customize. If the end-user requires assistance to customize a system for their exact needs, an ILAR professional can review the requirements and prepare a quote for ILAR to do the customization. This quote will be faxed to the customer, and upon approval, work on the project will begin at once.

7. Customized Bank Analysis Models :

ILAR Systems, Inc. offers a Bankers Compliance Model software package which the end-user can readily customize. If the end-user requires assistance to customize a system for his or her exact needs, an ILAR professional can review the requirements and prepare a quote for ILAR to do the customization. This quote will be faxed to the customer, and upon approval, work on the project will begin at once.

8. Management Consulting & Planning :

Dr. John F. Richardson's doctoral dissertation is entitled "Financial Performance of Technology-Driven Firms Related to the Alignment of Strategy, Capability and Environment." It is a classic study on the key factors that assist in making firms successful. Dr. Richardson has been a consultant to numerous firms over the past 20 years and has substantial expertise to offer to small, medium and large firms. Samples of his studies are avaiable for review by a prospective client. The client is interviewed to determine his or her exact needs, and after the necessary strategic data is gathered and the strategic information is formulated, an analysis and proposal is done with fee quotations for the client's approval.

9. Strategic Management Diagnosis & Analysis :

Dr. John F. Richardson is an experienced expert on the financial performance of technology-driven firms competing in discontinuous to surpriseful environments, using the most modern models of environment servicing organizations (ESO's) under Ansoff's Paradigm. He has had substantial experience in performing strategic management diagnosis and analysis on numerous firms. Before a client decides to acquire the services of a consulting firm to do strategic management diagnosis and analysis, it is important that the client, including its general managers, be educated on the basic concepts of strategic management so that they can intelligently assist in the change planning process of their organization. Dr. Richardson offers company seminars and a video tape course which can be found on ILAR's home page.

10. General Customization, Data Input, Fine-tuning and Training of Management :

ILAR Systems, Inc. offers all types of industries and various levels of management software installation to allow them to completely manage their business from a budget, cash flow planning, forecasting and business financial analysis standpoint The client's general ledger and historical financial statements are analyzed the appropriate model is selected, and the data is inputted. A proposal will be presented based upon the complexity of the financials, including number of chart of accounts and consisting from year-to-year, as well as the number of financial models desired such as monthly, quarterly, five-year and seven-years of history and five-year forecast.

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ILAR Systems, Inc. - 334 Baywood Drive - Newport Beach, CA 92660
E-Mail: jfrilar@yahoo.com
phone icon (949) 640-2985/2986
USA toll free: 1-800-357-3130
Cellular Phone: (714) 293-6681
fax icon (949) 640-7233 or (949) 720-1530

Copyright (c) 1996-2006 by: Dr. John F. Richardson and ILAR Systems, Inc.