2025 FINANCE

REPORT
Davis Thorne and Partners An annual report by Elvira Montanez
Agenda

What this report covers Highlights and Key Updates

Timeline
Balance
Income
Cash Flow
Updates
Highlights
We recorded 8% growth.
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and Key
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Updates Our people count grew by 5%.

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4% of our growth in 2025

came from the merger.
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Highlights and
Key Updates
Our large enterprise segment
contributed the most revenue at 40%.

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 Key events of 2025

Q1 Q2 Q3 Q4 Year-End
Moves to Appoints Hires Acquires Posts 8%
remote work Neil Tran as 2,000th Harper and growth
permanently Chief employee Partners Inc. Send surveys
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Balance
As of January 1, 2025
$123,456
Assets
(+25% from last period)
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$123,456
Liabilities
(+25% from last period)
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$123,456
Equities
(+25% from last period)
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 50

Balance 40
Per month

30

20

The balance in March dipped by 20%,

but recovered by October. 10
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Item 1 Item 2 Item 3 Item 4 Item 5
 Item 5 Item 1 Item 5 Item 1
20% 20% 20% 20%

Item 4 Item 2 Item 4 Item 2

20% 20% 20% 20%

Item 3 Item 3
20% 20%

$123,456 $123,456
Assets Expenses
(+25% from last period) (+25% from last period)
25

20
Net Income
Per month

15

10

5
Net income steadily rose in Q3 and Q4.
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Item 1 Item 2 Item 3 Item 4 Item 5
Cash Flow Statement
As of January 1, 2025
$123,456
Operating Activities
(+25% from last period)
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Investing Activities
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$123,456
Financing Activities
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 Cash Flow Statement
As of January 1, 2025

Item 5 Item 1 Item 5 Item 1 Item 5 Item 1

20% 20% 20% 20% 20% 20%

Item 4 Item 2 Item 4 Item 2 Item 4 Item 2

20% 20% 20% 20% 20% 20%

Item 3 Item 3 Item 3

20% 20% 20%

$123,456 $123,456 $123,456

Operating Activities Investing Activities Financing Activities
(+25% from last period) (+25% from last period) (+25% from last period)

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Updates
We appointed
Neil Tran as Chief
Financial Officer.
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We acquired Harper
and Partners Inc.
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 Thank you!
Feel free to reach out to us if you have any questions.

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123-456-7890 hello@reallygreatsite.com www.reallygreatsite.com
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