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Analysis

Big Data. Big Understanding.

Analysis

Turning Data Into Insight.

At Huberty, we believe knowledge is power, and we strive to share our knowledge of financial analysis with our clients. Through our variety of certified services that include data analysis, KPIs, cash flow analysis, and budgeting, our advisors provide the insights that help business leaders diagnose problems, forecast, and plan for future business prosperity. Huberty leverages our collective knowledge to create strategic plans that react to challenges and maximize potential by guiding clients towards success. We then share that knowledge with our clients so they can understand their finances and work towards continuous improvement.

Data Analysis

Data is everywhere, and how you use it can determine your future. As a result, businesses need a cost-effective method to control the widening gap between data management and decision-making. Huberty fills that gap by creating business value from increasingly large, complex, and dispersed data sources.

Key Performance Indicators (KPIs)

Businesses and organizations rely on accurate information to run and manage their business, understand their customers, market their brands, monitor their competition, satisfy regulatory requirements, and much more. Huberty’s team of KPI experts analyze critical processes and efforts, allowing our clients to understand their customers better and outmatch their competition.

Merger & Acquisition (M&A) Analysis

The total value in any M&A deal is dependent on having the right strategy, the correct pricing and terms, and a value capture strategy that maximizes post-transaction potential. Huberty provides sound analytical assistance in evaluating and executing M&A deals for our clients.

Forecasting

A financial forecast provides crucial information about your company’s financial history, its current financial position, and expected short and long-term financial outcomes. Huberty’s detailed forecasts take into account the current marketplace, industry trends, and other relevant economic influences.

Cash Flow Analysis

A cash flow statement is one of the most important financial statements for a business. A cash flow statement is not only concerned with the amount of the cash flows, but also their timing. Huberty helps clients maintain optimal cash flow levels by tracking sources, uses, forecasting, and budgeting.

Budgeting

Huberty’s trusted advisors utilize capital budgeting as a tool to support business decision-making. Our capital budgeting analyses uncover the costs, risks, and benefits associated with potential investments and expenditures. Huberty then passes the collected information to our clients to assist them in making informed decisions about capital investment.

Business Valuation

Planning to purchase a business, add an owner, or considering a sale? Let Huberty help determine your business’ value! Accurately assessing the value of a business is a process that calls for judgment, objectivity, and depth of knowledge – all of which are provided by Huberty! Our valuation specialists are CPAs accredited in Business Valuation (ABVs) or Certified Valuation Analysts (CVAs) who have met the rigorous standards of professionalism and expertise in the fields of business valuation, litigation support, and related consulting disciplines.

Analysis Services

Data Analysis

Data is everywhere, and how you use it can determine your future. As a result, businesses need a cost-effective method to control the widening gap between data management and decision-making. Huberty fills that gap by creating business value from increasingly large, complex, and dispersed data sources.

Key Performance Indicators (KPIs)

Businesses and organizations rely on accurate information to run and manage their business, understand their customers, market their brands, monitor their competition, satisfy regulatory requirements, and much more. Huberty’s team of KPI experts analyze critical processes and efforts, allowing our clients to understand their customers better and outmatch their competition.

Merger & Acquisition (M&A) Analysis

The total value in any M&A deal is dependent on having the right strategy, the correct pricing and terms, and a value capture strategy that maximizes post-transaction potential. Huberty provides sound analytical assistance in evaluating and executing M&A deals for our clients.

Forecasting

A financial forecast provides crucial information about your company’s financial history, its current financial position, and expected short and long-term financial outcomes. Huberty’s detailed forecasts take into account the current marketplace, industry trends, and other relevant economic influences.

Cash Flow Analysis

A cash flow statement is one of the most important financial statements for a business. A cash flow statement is not only concerned with the amount of the cash flows, but also their timing. Huberty helps clients maintain optimal cash flow levels by tracking sources, uses, forecasting, and budgeting.

Budgeting

Huberty’s trusted advisors utilize capital budgeting as a tool to support business decision-making. Our capital budgeting analyses uncover the costs, risks, and benefits associated with potential investments and expenditures. Huberty then passes the collected information to our clients to assist them in making informed decisions about capital investment.

Business Valuation

Planning to purchase a business, add an owner, or considering a sale? Let Huberty help determine your business’ value! Accurately assessing the value of a business is a process that calls for judgment, objectivity, and depth of knowledge – all of which are provided by Huberty! Our valuation specialists are CPAs accredited in Business Valuation (ABVs) or Certified Valuation Analysts (CVAs) who have met the rigorous standards of professionalism and expertise in the fields of business valuation, litigation support, and related consulting disciplines.

KPIs & Metrics

Measure and monitor the metrics which matter most to your business

Visualizations

Forget boring spreadsheets. Get insights at a glance.

Huberty Provides Thrive services cross-platform

Scheduled Reports

Thrive schedules the creation and issue of timely reports.

Charts

Ready-to-use charts, graphs, and visualizations.

Mobile Access

Access account information, upload important documents, review progress reports, and contact your advisors from your mobile device.

Huberty offers cross-platform service

Certifications

Huberty is a professional service firm that is built on experience, education, growth, and development. Our advisors are experts in their fields and are constantly adding new skills and knowledge to their arsenal. These are just a few certifications held by our staff.

Huberty is an Intuit Quickbooks Advanced Online Certified ProAdvisor
Huberty is an Intuit Quickbooks Desktop Certified ProAdvisor
Huberty is a Sage 50 Certified Advisor

Thrive is Huberty’s new, innovative program that keeps clients informed and up-to-date with their financial information. Thrive plans provide a series of tools designed to analyze data, keep an open line of communication between clients and advisors, and coach for future success. Discover how a customized Thrive plan can benefit your financial outlook today!

Thrive

Improve the Bottom Line.

Contact Huberty today to see beyond the numbers

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