Analyzing Profit and Loss (P&L) statements, sometimes called income statements, might not seem like a top priority, but these financial statements help your clients determine if their business is growing.

Profit & Loss statements can help businesses understand: 
  • Which lines are profitable?
  • Which ones aren’t pulling their weight?
  • How is overhead doing relative to current sales?
  • How can margin analysis help build a new business model to something profitable?
  • How much debt can this business afford to take on?


This webinar will introduce you to P&L structure, trends, and margin analysis. We will work through several exercises and examples and brainstorm ways to apply these tools with clients struggling to survive. Designed for both lenders and TA providers who are relatively new to P&L analysis, this session will equip you with the skills needed to help your clients grow.

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Created by Liza Rivera, Senior Program Manager