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I-CORE Research Guide

Help! I don't have access to my client's financials.

You need to conduct a financial analysis for your I-Core project. However, sometimes the company's financial information is not available because it is privately held and do not disclose. When this happens you can use the following research strategies to help you find information needed to create your financial analysis.

  • Research financial ratios for the industry.
  • Research industry business expenses.
  • Identify public companies within the industry that you can use as proxies for your company. You will want to look at more than one so you can determine an average.

Where to find Financial Ratios

Finding Business Expenses

Identifying Companies to Act as Proxy

Industry research and market research will help you find public companies. Some suggested resources:

Once you identify public companies, you will need to examine their financial statements (income statement, balance sheet, and cash flows). When you find a public company operating, you can look at their company profiles to identify other competitors. Suggested resources: