Business Analysis Form

Would you like your business to be analyzed, but don’t have time for a lengthy appointment? We have the solution for you!

How it works:

  1. Complete the form below for as many years of information you have available.
  2. Don’t worry if you don’t have all the answers, just leave them blank.
  3. Send a $30 e-transfer to Or call us to make a secure credit card payment.
  4. Give us up to 5 business days to complete your review.
  5. Check your email for your results!
  6. If you’d like further analysis of your business including individual employee ROI email ( or phone the office (250-832-4007) to book an appointment.

Contact Information

Business Name*: Contact Name*:
Contact Number*: Email*:

Balance Sheet

Comparative Balance Sheet Current Year Last Year 2 Years Ago 3 Years Ago 4 Years Ago


Current Assets
Cash on Hand
Liquid Securities
Accounts Receivable
Notes Receivable
Notes Receivables
Prepaid Expense
Other Current Assets
Long Term Assets
Plant & Equipment
Accumulated Depreciation
Net Plant & Equipment
Long Term Receivables
Deferred Charges
Other Long Term Assets

Liabilities and Equity

Current Liabilities
Accounts Payable
Current Secured Debt
Unsecured Current Debt
Other Current Liabilities
Long Term Liabilities
Secured Long Term Debt
Other Long Term Debt
Owners Equity
Preferred Shares / Stocks
Common Shares / Stock
Treasury Share / Stock
Contributed Capital
Retained Earnings

Income Statement

Current Year 1 Year Ago 2 Year Ago 3 Year Ago 4 Year Ago
Direct Costs
Sales Salaries
Advertising / Promotion
Distribution/ Transportation
Repairs & Maintenance
General & Administrative
Owner's Salary
Admin Wages
Facilities Expense
Other G & A Costs