Business Valuation software

RMA Annual Statement Studies™

The RMA Annual Statement Studies™ data provides industry standard financial statement benchmarking data for over 700 industries. The data includes income statement and balance sheet common size comparisons as well as nineteen operating ratios. The data is used by ValuSource under license from RMA Annual Statement Studies™ .

Price

$ 465

What will RMA Annual Statement Studies™ do for you?

Analyzing a company's financial performance is an important aspect of performing a business valuation. A company's performance has a direct impact on company risk as well as its sustainable growth, both of which are drivers of value. ValuSource's valuation applications (Express Business Valuation and ValuSource Pro) allow for both single and multi-year comparisons. RMA Annual Statement Studies™ is the industry standard for financial statement benchmarking.

Overview

The RMA Annual Statement Studies™ data is the only source of financial ratio benchmarks derived directly from more than 200,000 statements of financial institution borrowers and prospects. These financial statements come directly from RMA member institutions that get their data straight from the businesses they serve.

Top 7 reasons to use RMA Annual Statement Studies™ :

1) Select data by book order, NAICS or title.
2) View data by assets, sales or historical.
3) View multi-year data by sales or asset categories.
4) Export data to Excel.
5) Includes multi-year benchmark and industry trend tool.
6) The ability to purchase prior years data.
7) Contains video training.

Excel based Multi-Year Analysis and Industry Trending Tool

RMA Annual Statement Studies™ includes a Multi-year analysis tool that will allow you to benchmark a target company's financial statement against one or more years of RMA Annual Statement Studies™ data in Excel. This benchmarking tool creates a 39 page benchmark analysis. Call for a free sample report.

RMA Annual Statement Studies™ License

ANNUAL STATEMENT STUDIES™ , RMA THE RISK MANAGEMENT ASSOCIATION™ , and the RMA logo are trademarks of The Risk Management Association. RMA owns the copyright in the ANNUAL STATEMENT STUDIES™ data. The data is used by ValuSource under license from RMA.

If you want to cite RMA Annual Statement Studies™ data in your valuation reports, business plans, comparative reports, consultative engagement documents prepared for the benefit of a client, you MUST have a license agreement. See the first page of the RMA Annual Statement Studies™ book for details on this requirement from RMA. RMA and ValuSource have teamed up to offer you a reasonably priced license so that you can legally use RMA Annual Statement Studies™ data in your valuation reports. This license is available exclusively from RMA through ValuSource.

RMA Annual Statement Studies™ 5-Year CD

If you want to perform multi-year analysis, review industry trends, or perform valuations with valuation dates in the past, you will need historic RMA Annual Statement Studies™ data. You can purchase the 5-year CD and get the five previous years of data. If you need data that is more than 5 years old, contact ValuSource to purchase data back to 1990.

RMA Annual Statement Studies™ data includes

Financial statement ratios. Common-size balance sheet and income statement line items.

RMA Annual Statement Studies™ works with the following products:
Stand-alone
Valuation Programs
Express Business Valuation ValuSource Pro

Microsoft™ Office 97, 2000, XP, 2003
(Not required to run)

Operating System:
Requires Windows 98, Me, 2000, XP

Disk Space required:
110 Megabytes