Take the Buker's Taxanalysis 
Cash Flow Challenge/Test

Are the worksheets that your financial institution uses to calculate cash flow from tax returns accurate?  Are they up-to-date for all recent tax changes as it affects a cash flow analysis?

Regrettably, we find that the majority of in-house bank worksheets are wrong.  And when those worksheets are wrong they usually tend to overstate a borrower's cash flow, which is the worst thing you want to have happen.

Take this simple test to see if your in-house worksheet is accurate.

Simply download one (or both!) of the tax returns listed on the left in PDF format and spread each one on your in-house worksheet.  Each tax return is "stress testing" certain key parameters of your worksheet (there are 23 necessary parameters that you need to have to spread returns accurately ... these just test a few of them).  If you spread both returns, understand that each return is testing a different set of parameters. Then send us your solution(s) as to what you arrive at for "Cash Flow Available to Service Debt." 


Complete this form and fax it to us along with your spread(s) to 503-520-1715.  We'll get right back to you and tell you if they're right ... or not.

If they're right you're probably in good shape.  If they're wrong ... then you need to fix your system!

And if you need help, we can be there for you.

Go on ... take the Buker's Taxanalysis Cash Flow Challenge/Test!