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Analysis without Historicals
Published on November 4, 2006 By Jythier In Business
How do you look at a business interruption claim when there is no historical data to project what would have happened had they stayed open?

This can either be extremely simple, or very hard. If the interruption was for a short period of time, the daily records from pre-loss can be used to project what would have happened. However, when such a small amount of data is available, some post-loss data must be utilized to project backwards. This is easier to understand when the interruption is for a long period of time. However, it's harder to do this, because the claim might have to be analyzed before the business reopens.

If this is the case, one way to project what might have happened is to look at any pro-forma statement that may have been prepared for the opening of the business. Often, a bank will require a pro-forma statement in order to grant a loan to a business. A pro-forma statement is a projection of what the business is expected to do, in the form of an income statement. Based on that, one could do a calculation by taking the projected net income and adding any expenses the business had to pay while it was closed.

However, this calculation is only a preliminary calculation. After the business reopens, a second calculation should be done using the actuals to project what would have happened for real. If the actual results are close to the projected, that's great. However, it's probably not likely. Which just means more work for me!

Comments
on Nov 06, 2006
I have started re-reading the Foundation Series by Isaac Asimov.  Your explanation of Valuating Business interruption reminds me of PsychoHistory!
on Nov 06, 2006
I love the Foundation Series, and especially psychohistory... maybe that's why I love what I do so much? It's definitely has the same principle, putting two seemingly unrelated sciences together... investigation and accounting, instead of history and mathematics... I'm much better at the numbers side than the investigation side, but I'm hoping that will come in time.
on Nov 07, 2006

I love the Foundation Series, and especially psychohistory

Have you read "Prelude to Foundation"?  It was one of the last books Asimov wrote and I just found it (hey!  I guess it was not really lost. ).  It tells the beginning of Hari Seldon's career and solidifies the link with his Robot series.

on Nov 07, 2006
I've read the trilogy, Foundation's Edge, Foundation and Earth, Prelude to Foundation, and Forward the Foundation. Took me forever to find Foundation and Earth, though. I own all the mentioned books save Foundation and Earth. Found it at the library. I like Prelude and Forward better for reading, and the trilogy better for learning about sociology.
on Nov 07, 2006

and Earth. Found it at the library. I like Prelude and Forward better for reading, and the

Me thinks your employer has a gem in the rough!  But dont tell them!  Us geeks have to hide.

I am going to read it again.  That is what the best is all about.  It never loses that flavor. 

Glad to meet another one of us!

on Nov 10, 2006
I write these articles more for the referrals... the more insureds who read about how we calculate claims, the more likely they will have a better calculation before it even gets to my desk... less work for me!

I need to get my library fines paid off so I can read it again. All my nerdy books were left at my parent's house when "I" "moved out." Actually it was more like "they" "moved away" and "I" "continued to go to college" and was living in a dorm at the time. So most of my stuff got moved away instead... I miss DragonLance, and Asimov, and The Godfather... which wasn't really mine, but I still miss it.