Holistic Client Analysis

The seminar „Holistic Client Analysis“ is meant for corporations, which sell their products and services to other companies against invoice and even trade credit and therefore assume a receivables risk.

The participant will learn and understand the techniques and methodology to analyze a company of any size, industry and complexity using a structured, time-efficient roadmap to realize the key business and credit risks and to establish appropriate levels of trade credit and payment terms.

The program “Holistic Client Analysis” conveys a highly standardized, future-oriented corporate analysis with focus on:

• identification and assessment of strategic and financial (early-) warning signals and future corporate performance
• analysis of asset efficiency
• working capital management
• analysis of profitability
• cash flow analysis and cash flow drivers
• debt capacity
• assessment of balance sheet structure of client

The participants are being introduced to the application of the excel-based „K&K-Checker“, which supports a user-friendly, time-efficient and standardized client analysis.