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RMA Annual Statement Studies Valuation Edition

Exclusively available from ValuSource

An enhanced RMA Annual Statement Studies™ product specifically for appraisers. In addition to the data contained in our standard RMA Annual Statement Studies database (see below), the Valuation Edition contains enhanced financial ratios, including national and regional data, the entire distribution curve for every variable, an income statement and balance sheet presented in dollars ($) as well as in percentages (%), and industry growth rates. ValuSource’s RMA Annual Statement Studies Valuation Edition has more of what the valuation professional needs, and is available exclusively from ValuSource.

This year RMA added new EBITDA ratio and it’s important for valuators!

EBITDA to Sales will be very useful to valuators for a few reasons. First is that EBITDA has long been used as a proxy for cash flow and having data on how much cash flow a subject company should generate will greatly improve the valuators ability to determine the strength (or weakness) of the subject company.

The second reason is that using EBITDA to Sales ratio will enable valuators to calculate median depreciation/amortization. This will be helpful in determining cash flow and capital expenditures. Note that this calculation will only be possible in the Valuation Edition of the Statement Studies.

Overview

RMA Annual Statement Studies Valuation Edition has all of the data the standard edition contains, plus a great deal more. See below for details on the additional data.

The RMA Annual Statement Studies data is the only source of financial ratio benchmarks derived directly from more than 250,000 statements of financial institution borrowers and prospects. These financial statements come directly from member institutions that get their data straight from the businesses they serve. Our RMA Annual Statement Studies™ Valuation Edition is the only database drawn from the RMA Annual Statement Studies data that is designed specifically to meet the needs of the valuation professional — and it is only available from ValuSource.

Contains both national and regional data In addition to nationally based balance sheets, ratios, and income statements, the Valuation Edition also lets you select from six different regions, so you can include the effects of regional economic activity. Use the Valuation Edition’s regional data to increase the accuracy of your financial statement benchmarks.

(1) Northeast
Connecticut, Delaware, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont

(2) Southeast
Alabama, Florida, Georgia, Maryland, North Carolina, Puerto Rico, South Carolina, Tennessee*, Virginia, Washington, D.C., West Virginia

(3) Central
Illinois, Indiana, Kentucky, Michigan*, Missouri*, Ohio

(4) South Central
Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee*, Texas

(5) North Central
Iowa, Kansas*, Michigan*, Minnesota, Missouri*, Nebraska*, North Dakota, South Dakota, Wisconsin

(6) West
Alaska, Arizona, California, Colorado, Guam, Hawaii, Idaho, Kansas*, Montana, Nebraska*, Nevada, New Mexico, Oregon, Utah, Washington, Wyoming

* State spans two regions

Contains much greater data detail. More detail means more accuracy with the Valuation Edition.

More ratios for better performance comparisons

For each ratio in the traditional RMA Annual Statement Studies report, the Valuation Edition contains ten ratios and a standard deviation. You can now see the entire distribution curve and easily rank a company against RMA Annual Statement Studies™ norms.

National and regional data

Regional data helps more accurately benchmark a company’s performance in relation to regional economic activity (regions include: Northeast, Southeast, Central, South Central, North Central, and West.)

Percentages and real dollar values are presented. The Valuation Edition contains an Income Statement and Balance Sheet presented in dollars ($) as well as in percentages (%).

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. 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.

Click here for the RMA Annual Statement Studies Sample Doc

RMA Annual Statement Studies, 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.