Branch Snapshot with Proforma

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The Branch Snapshot can be augmented by a Branch Proforma – an abbreviated balance sheet and income statement – that illustrates the likely performance of a branch based on the information provided by the Branch Snapshot.

Description

In some instances, a business case is needed to complete an institution’s analysis of a prospective branch site.  In such instances, the Branch Snapshot can be augmented by a Branch Proforma – an abbreviated balance sheet and income statement – that illustrate the likely performance of a branch based on the information provided by the Branch Snapshot.

The information used in this expanded analysis includes:

  • Demography
    • Population, Growth, Income, Home Values, Market Potential Index, Household Profiles
  • Business Data
    • Businesses by Type, Employment by Type
  • Competition
    • Deposits, Growth, Market Share Leaders
  • Proforma
    • Balance Sheet and Income Statement at the Branch Level