Where you are headed · A lender, an investor or a buyer
Be ready when a lender, an investor or a buyer asks how the business is doing.
Keep the figures, the plan, the risks and the decisions in one place all year. When someone needs to see the business, the answers are already there, each one traced to the records behind it.
What you will want ready
The figures, month by month
Revenue, expenses, profit and cash for each closed month, kept the same way every month, so one month can be set beside another.
The records behind them
Where each figure came from and who put it in, so a question about a number gets an answer instead of a guess.
Where the business is going
The plan, the risks you know about and what you are doing about each, and the decisions you made and why.
How the workspace keeps it ready
Each from your own records, kept as the month goes, so there is nothing to assemble in a hurry.
A packet from your own figures
Your last twelve closed months of revenue, expenses, profit and cash, printed as you recorded them, with up to 3 wins with a measured result as a track record. You issue it as a PDF with a fingerprint.
See it in the workspaceEvery figure opens to its records
The Inspector shows the rows behind a figure, where each one came from and who put it in.
See it in the workspaceA briefing for every month
Each month's briefing issued once, as a PDF with a fingerprint, so the history of the business is on file as it was said at the time.
See it in the workspaceRisks and decisions on file
Risks scored with an owner and a mitigation, and decisions with what you expected and whether it worked.
See it in the workspaceWhat a change would come to
A hire, a price change or a drop in revenue, worked out on your recent months: runway and break-even, with every step written out. Arithmetic, never a forecast.
See it in the workspaceYour own accountant or lender, let in
Invite your own accountant, attorney, lender or insurance broker, free for them. They see only the parts you open, download only if you allow it, and you can end their access at any time.
Where EPS can help
If you want a partner for it, these are the parts of EPS's work that fit. You choose who comes in and what they can do, and you can end our access at any time.
Assess and diagnose
An EVA™ assessment by an EPS assessor, a readout, and the few gaps ranked.
In the workspaceAssessment
EVA™ · Business, Value
Measures and performance
The handful of measures that matter, their targets, and a monthly look at them.
In the workspaceFigures and targets
EVA™ · Operational, Value
Risk, obligations and governance
A risk register, a decision log, and a calendar of what is due.
In the workspaceRisks, Decisions and Obligations
EVA™ · Organizational
Financial clarity
Scenarios before big decisions, and a lender or investor packet. Advisory only: never bookkeeping, tax or attest work.
In the workspaceScenarios and Proof
EVA™ · Value
Other situations
Talk it through with EPS
Book a 30-minute call about where the business is headed, or start a 14-day trial and the workspace opens with your business in it.