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    Common Size Balance Sheet

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    piash246
    Common Size Balance Sheet

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Common Size Balance Sheet

    Uploaded by

    piash246
    175 views2 pages
    Common Size Balance Sheet

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    © Attribution Non-Commercial (BY-NC)

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    Common Size Balance Sheet

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    175 views2 pages

    Common Size Balance Sheet

    Uploaded by

    piash246
    Common Size Balance Sheet

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Common Size Balance Sheet ($000s)

    Mo. ______ Day: _____, 20____, 20____, 20____


    20____ ASSETS Cash Accounts Receivable Inventory Other Current Assets Total Current Assets Fixed Assets Other Fixed Assets Gross Fixed Assets Less: Accum. Depr. (-) Net Fixed Assets TOTAL ASSETS LIABILITIES AND EQUITY Notes Payable - Bank Accounts Payable Accrued Expenses & Taxes Total Current Liabilities Long Term Debt TOTAL LIABILITIES Capital Stock Retained Earnings EQUITY TOTAL LIABILITIES & EQUITY
    100.0% 100.0% 100.0% 100.0% 100.0% 100.0% % Assets

    20____

    % Assets

    20____

    % Assets

    Copyright Hipereon, Inc. 2003

    Common Size Balance Sheets


    The common size balance sheet enables you to identify any shifts in asset allocation and realignments in funding sources. Remember, NO LAZY ASSETS and not too much reliance on debt. HOW TO USE SPREADSHEET: 1. Start just like a Balance Sheet spread, gather three years of your latest year-end Balance Sheets and annotate a column for each year-end statement. Using the category listings record data in their appropriate row. If a specific asset or liability account is not listed, sum and record in their major subtotal account, for example other current assets, etc. Record data for three consecutive years. Divide each line item by Total Assets for that year. Divide all asset, liability and equity accounts by total assets to determine their relative importance. Note any trends or significant shifts in asset and liability categories over time. Make a note to yourself and explain why. Pay particular attention to any asset category that is growing as a % as it could indicate a shift in asset allocation. Also note any significant reliance on debt.

    2.

    3. 4. 5. 6.

    Questions: If you have questions on how to fill out the Common Size Balance Sheet contact a Hipereon professional. You may also consider attending one of our financial management programs that demonstrates how to use this tool and much more: Hipereon, Inc. 4048 148th Ave. NE Redmond, WA. 98052 http://[email protected] ph: 425-702-9389 fax: 425-869-3911

    Copyright Hipereon, Inc. 2003

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