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See New Perspectives and Critical Insights

Uncover the unknowns and see new possibilities with
Horizon Analytics®

“The Horizon Analytics team was the difference-maker for us.”
– Jason Kulpa, CEO, UE.co

If your business is a smaller, private company, it’s easy to miss hidden opportunities. Our powerful financial analysis and modeling help you discover what you’re missing in order to reach your goals.

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“Horizon Analytics is what you get from PMB that you don't get from other banks.”
– Daina Trout,
Health-Ade LLC

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“It’s a good way to crystallize what your forecasts are looking like.”
– Matthew Spooner,
Controller, IPS Group

Horizon Analytics helps middle market businesses level the playing field with financial analysis and outside expert advice that’s typically only available to big public companies with significant advisory resources.

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With our proprietary Horizon Analytics methodology, our team will help you one-on-one

  • Reach business goals with more critical insight and confidence
  • Assess competitive advantages, strengths and weaknesses
  • Establish appropriate operating and financial targets that maximize business value

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You’ll see new perspectives about your business with:

  • Customized five-year forecast modeling that identifies key variables driving profitability and cash flow
  • What-if scenarios that help identify opportunities to help your business grow

“We never heard of any bank mention something like Horizon Analytics. We couldn’t have gotten it anywhere else.”
— Gil Dhawan, President, Applied Membranes

“Gives us confidence to know where we stand.”
— Jason Kulpa, CEO, UE.co

“It will help us see the future of our business.”
— Ardy Azhir, CEO/Owner, National Network Services

See what our
Clients are
saying about Horizon Analytics

“…the only bank that gives us tools like this…a clear win”

“Horizon Analytics is a game-changer”

“It's a good way to crystallize what your forecasts are looking like.”

More perspectives from our Horizon Analytics team

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Business Planning For Uncertainty

Yes, the future is uncertain. But that does not mean a plan is useless.


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What is Your Company Worth? Measuring the Value of Your Business

You had a big idea a few years back and you built a great company. So now what?


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Sustaining Growth: How to Avoid Growing Yourself Out of Business

You are an entrepreneur. What should you do next?


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Small Business Owners, Choose Your Bank Wisely

For the sake of your business’s future, choose a banker who is committed to knowing your business better than anyone else.


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Call us to help you see over your horizon.

Tom Wagner
EVP/Corporate Finance
Phone: 714.277.1523

Chris Lieber
VP/Corporate Finance Director
Phone: 714.438.2536


Or we will call you. Please let us know how to contact you.