Items selected where Question includes Investment or Answer includes Investment
Questions & Answers
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.
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 .
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).
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.
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.