Annualizing a Partial Period

Please Note: Non-annualized data is treated as annual data in the appraisal calculations. Using non-annualized partial period data can lead to inaccurate results.

A business's current financial data is often for a partial period (monthly or quarterly data). ValuSource Pro makes it easy to annualize partial period data for the last income statement. Annualizing adjusts the final income statement so that the data is comparable to a full year's results.

Selecting an Annualization Rate Calculation Method

The Annualization Rate Calculation Method assumption on the Financial Statements Assumptions Sheet determines how the annualization is implemented.

Applying an Annualization Rate Calculation Method

For help applying a method, click on its link below:

Pro Rata Method

Sales Cycle Method

Last Twelve Months Method

Manual Method