Financial Assessments

Increase clarity and visibility around your utility’s current financial health with our comprehensive financial assessments.

Make Financial Decisions with Confidence

Our team of financial experts will conduct a thorough financial checkup to analyze your utility’s current financial position and identify areas for improvement. When analyzed comprehensively, your financial data tells a story that reveals critical insights about your utility’s health and performance.

Key Elements of a Financial Assessment

  • A comprehensive analysis of your current financial position, including:
    • Cash reserve health 
    • Rate adjustments & cost alignment 
    • Ability to fund debt payments 
    • Historical reinvestment
  • Actionable recommendations for financial improvement
  • Group assessments available for joint action agencies and utility associations

Contact Dawn Lund at +1 (231) 218-9664 to schedule a financial assessment consultation.