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Questions & Answers

Q: Can your software calculate a rate of return for a specific holding or portfolio with 15- 20 holdings? Also if I had a number of holdings in 1 portfolio can it calculate a rate of return for the entire portfolio for a selected time periods, for a selected holding or holdings in that portfolio. If I had 3 or 4 portfolios could it calculate a rate of return for all 4 portfolios as a group or for 2 of the portfolios as 1 group and 2 as another group ? If I had the same stock in different portfolios can it calculate a rate of return for that particular stock on a consolidated basis ?

A: Investment Analysis software can manage a number of portfolios and provide return analysis for each however it does not automatically provide a combined multi portfolio analysis. You would need to build a separate portfolio containing all the required investments (ie duplicate entries). It does not provide import data functionality. Full details and access to the software for free evaluation is available at https://bizpep.com/uinvest.html .

Question and Answer Item 10731 - Browse All Question and Answer Items

Q: I have found that when I change the Valuation Data field for 1)Market Value of Property and/or 2) Other Investment of Business it has no effect on the calculated "Current Expected Valuation". This is true even when I put in false values that exceed the computed expected value. How can this be true? The value of real property needs to be calculated in the Expected Value - True?

A: As outlined in the mouseover comments the Other Investment in Business value is adjusted to balance the equation ie if you change the property value and leave the valuation data the same click the Update Total Investment to button on the valuation sheet the Other Investment value will change to adjust for the property change. Because the performance of the business is not impacted by the adjustment (which balances out) the valuation remains the same there is just more or less Other Investment.

Question and Answer Item 10634 - Browse All Question and Answer Items

Q: I am a financial Director in a big investment co. in Saudi Arabia I would like to have a 10 years evaluation model I needed very urgent without protection in cells to enable usage in various studies and research and different dates From ---- To pls send me the cost.

A: Our current model doe not provide a 10 year forecast, however we are currently developing an online model (browser based) that enables the forecast duration (ie years) to be set to any value required. This software is still under development and will not be available for another month. If this is of interest please let me know and I will advise details when it is available.

Question and Answer Item 10622 - Browse All Question and Answer Items

Q: I would like some more information about the Investment Analysis Software. Are its calculation procedures in compliance with AIMR-PPS/GIPS? Do you help import data from clearing service providers? If so, are there specific service providers or data formats? Do you provide training and support?

A: Investment Analysis software does not apply accounting or financial standards. It applies basic input variables to build an investment analysis by year and provide key investment performance indicators for the analysis duration. These are simply return calculations on investments. As such minimal inputs are required. It does not provide import data functionality. Support is provided in the Help file and via the Contact Us form. Full details and access to the software for free evaluation is available at https://bizpep.com/uinvest.html .

Question and Answer Item 10602 - Browse All Question and Answer Items

Q: I am new to this and trying to sell my first business. Something is not clicking for me, if I say I want a lower 3 year average return on investment, why does that make the valuation go up? I would think it would be just the opposite. What am I not getting?

A: This is the return for the purchaser. If the purchaser wants a % return of 10% and the business generates a $1000 then the valuation is $5000 ie 20% of $5000 is $1000 . If required return is 10% then the valuation is $10000 ie 10% of $10000 is $1000. So the lower the required return the higher the valuation (assuming all else remains constant).

Question and Answer Item 10591 - Browse All Question and Answer Items

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