Become an expert in business analysis and evaluation

Every Tuesday at 14.15pm, a fixed appointment with one of our experts to discuss business analysis!

An opportunity not to be missed to delve deeper into the key issues related to business analysis and evaluation:

• from data collection to reclassification;
• from basic analyzes to advanced processing;
• from the analysis of historical data to the development of the business plan.
  

Topics that concern all those who deal with business even if for different reasons: Management control, Access to credit, M&A, Adequate structures, Crisis Code, UTP, sector studies.

All participants will have access to a wide range of tools and resources, including Pre-built templates for financial analysis, benchmarking and business planning; a unique opportunity to learn best practices directly from industry experts and interact with other professionals to share experiences and knowledge.

Upcoming session topics:

For all other sessions, the topics to be explored in depth can be proposed by the participants, including a real case to be analyzed during the meeting.

Below are the themes suggested by Leanus:

The analysis and reclassification of official budgets

• The financial statement (Abbreviated, Ordinary, Consolidated)
• Why it is necessary to reclassify the balance sheet
• The management reclassification of the Income Statement
• The management reclassification of the Balance Sheet to Sources - Uses
• The Cash Flow Statement
• Calculating PFN and EBITDA
• Budget indices
• The stress tests
• The impacts of the Reclassification
• Search for companies by name (all cases)
• Search for companies via list of tax codes
• Search for companies using filters
• Analysis of Members, Shareholdings, Representatives. Chamber information
  

Save time

Analysis of accounting situations

• + Upload financial statements from the Company Register
• + Upload balance sheets and accounting situations also in PDF format
• + Upload financial statements from Ago Zucchetti
• + Load financial statements from Teamsystem
• + Load Balance Sheets from Galileo
• + Load Balance Sheets from ModeBilJ ICCREA
• + Upload financial statements from Cebi Cerved
• + Upload financial statements of Spanish companies
• + Automatically upload raw PDF balance sheets
• + Upload Financial Statements from Other Sources. Model L1, L3
• + Upload financial statements from free scheme. Model L2
  

Enhance your analytical ability

Advanced Analysis

• DSCR extension
• Break-Even
• Stress Test
• MCC band
• Central Risks
• Other reclassification schemes (VEBI, CEDACRI, ..)
  

Benchmark research and processing

• Name selection
• Selection via filters
• Comparison with financial statements of foreign companies
  

Business Plan

• Operating logic of the Business Plan module (Cepas/Bureau Veritas certified)
• For startups
• For a project
• For the Bank
• For extraordinary operations
• Monthly Business Plan (for management control)
  

Analysis of business groups

• For sector studies
• For benchmark research
• For the analysis of a group of companies
• For the analysis of shareholdings
• For the analysis of consolidated products
  

Digital pre-investigation

• The Bank's point of view
• The company's point of view
  

Portfolio analysis

• Credit Monitoring
• UTP Portfolio Analysis
  

All sessions are free! To all participants who have followed at least 6 sessions will be released a certificate of attendance. To those who will overcome the final test the Leanus certificate will be issued “Expert in business analysis and evaluation”.

Next session: 11 June – 14.15pm – 15.30pm
Subsequent sessions will be held every Tuesday, again from 14.15pm to 15.30pm