11/10/2026
Academy Insight: Reading a Balance Sheet Like an Advisor
Anyone can read the numbers on a balance sheet. An advisor reads the story behind them.
Before giving any recommendation, we always ask three questions:
1️⃣ Liquidity: can current assets cover short-term debt? This is the first test of a company’s financial health.
2️⃣ Leverage: how much of the business is financed by others? Debt can fuel growth, but only up to a sustainable point.
3️⃣ Quality: are receivables really turning into cash? Strong revenue means little if clients don’t pay on time.
Learning to ask the right questions is what turns financial data into strategic decisions. That’s what we teach at the Academy.
Learn more 👉 www.dhgroup-academy.com
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