Sample reports
Sample reports you can actually use
See the format advisors and owners share with clients and lenders — color-coded benchmarks, peer context, and clear narrative around the numbers.
We’ll send representative PDFs for the modules you care about.
Scorecard
1/4
What’s in the sample pack
Representative outputs from the business and industry analysis suite.
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Business Performance Scorecard
Liquidity, profitability, efficiency, and growth versus industry peers.
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Industry Metrics (1- & 4-year)
Median company financials and ratios for a peer group.
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Business Risk
How the firm weathers typical market pressure.
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Business Analyzer & valuation views
Deeper ratio sets and valuation-oriented context for planning conversations.
What advisors say about the reports
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Color-coded, client-friendly reports I review and discuss with business owners.
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SBA work needs defensible assumptions — iCFO is a proven source for our proformas.
Preview before you buy
Get sample reports or open a trial
Email us for a sample pack, or jump into a trial and generate live reports on your data.