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Questions & Answers
Q: I am in the process of evaluating the trial version of the Business Valuation Model Excel. I am not sure how taxation is dealt with or where it is incorporated into the model. Please clarify whether the model looks at pre-tax or post-tax profits. If taxation is not considered how can changes be made to look at after tax returns.
A: The model is pre-tax. Taxation is not a consideration and is not a componet of the valuation. Taxation depends upon individual circumstances and as with any investment valuation it should be judged on its merit (ie not for tax reasons). Were applicable the impact of taxation can then be considered.
Question and Answer Item 10500 - Browse All Question and Answer Items
Q: Looking for software that will give an annualized IRR on an individual bond investment and also an annualized IRR for an entire portfolio of bond investments
A: We do not have anything along these lines. You could try a search at http:// www.resourcedb.com . An Excel spreadsheet would be a reasonable development base for this type of information.
Question and Answer Item 10307 - Browse All Question and Answer Items
Q: If our funds are outsourced for investment managers, are there any import tools that we can feed their monthly report into your software?
A: No, Investment analysis software is designed to provide forecast Actual and Apparent returns for an investment. Input is required via the input sheet and includes variables that would/are not generally available form standard reports.
Question and Answer Item 3041 - Browse All Question and Answer Items
Q: Does your software support outputting the transactions for GL Posting? If yes, in what format would it be? and how detailed?
A: No, it does not interface with accounting software. It provides forecast Actual and Apparent returns for an investment which do not generally fit with ledger records.
Question and Answer Item 3042 - Browse All Question and Answer Items
Q: I would like to know more about your software. I am a novice investor and want to know my rate of return on the money I am investing in the stock market. I want to track my personal performance over time. With your software, do I have a manually input all investment transactions from my Schwab account or will it connect to Schwab the way Quicken does and download all the data for analysis?
A: Investment analysis is a forecast return projector not an ongoing monitoring tool. Data is manually input. Full details and access for evaluation is provided at https://bizpep.com/uinvest.html .
Question and Answer Item 347 - Browse All Question and Answer Items