FINANCIAL REVIEW

THE FINANCIAL REVIEW IS THE CORNERSTONE

Financial Review

UVH Consulting, LLC

Bringing Balance to Financial Relationships

OUR PROCESS BEGINS WITH A MEETING. OUR GOAL IS TO LEARN ABOUT YOUR PAST AND PRESENT, WHERE YOU WANT TO BE IN THE FUTURE AND YOUR OPPORTUNITIES AND CHALLENGES IN GETTING THERE. FROM THERE OUR ROLE IS TO FORMULATE A FINANCIAL FRAMEWORK TO HELP MAKE IT HAPPEN. TO BUILD THIS FRAMEWORK WE WILL:

ANALYZE YOUR PAST FINANCIAL PERFORMANCE LOOKING FOR STRENGTHS AND WEAKNESSES IN YOUR HISTORICAL RESULTS THAT COULD IMPACT, POSITIVELY OR NEGATIVELY, YOUR ACCESS TO, AND COST OF, CAPITAL.
REVIEW YOUR CURRENT FINANCIAL RELATIONSHIPS TO IDENTIFY AREAS OF OPPORTUNITY RELATIVE TO LOWERING COSTS AND IMPROVING STRUCTURE AND FLEXIBILITY.
ASSESS YOUR CAPITAL REQUIREMENTS ON A FORWARD LOOKING BASIS BASED ON REQUIRED CAPITAL EXPENDITURES AS WELL AS FORECASTED GROWTH, EXPANSION OR ACQUISITIONS.
ASSESS HOW EFFECTIVELY YOU ARE USING YOUR INTERNALLY GENERATED CAPITAL IN ORDER TO KEEP BORROWING, AND INTEREST EXPENSE, TO A MINIMUM.

THE GOAL OF THE FINANCIAL REVIEW PROCESS IT TO PROACTIVELY MANAGE YOUR FINANCIAL RELATIONSHIPS AND TO HAVE A PLAN IN PLACE SO YOU CAN CONTINUE TO MOVE FORWARD TOWARD YOUR GOALS.