2017 dynamic ratios survey | company ......2017 dynamic ratios survey | order form 2017 dynamic...

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Sales Breakdown by Market Segment Please provide a breakdown of your sales by market segments to which you sell your products and services below. Commercial and Advertising Printing .................................. Book Printing ......................................................................... Converters & Label Manufacturers ........................................ Direct Mail Printing ............................................................... Financial & Legal Printing.................................................... Forms and Document Printing ............................................. Greeting Card Printing .......................................................... Magazine & Periodical Printing............................................ Newspaper Printing ................................................................ Package Printing/Package Manufacturer............................. Quick Printing........................................................................ Signs & Signage ..................................................................... Other___________________ ...................................... Total must equal 100% Sales Breakdown by Production Processes and Services Please provide your approximate breakdown of sales revenue by production process and service below. Sheetfed Offset Printing ......................................................... Heatset Web Offset Printing ................................................... Coldset Web Offset Printing ................................................... Digital Printing (Toner-Based).............................................. Digital Printing (Inkjet High-Speed Production) ................ Inkjet Wide & Super-Wide-Format for Production ............... Prepress/Premedia Services ................................................... Thermographer ...................................................................... Letterpress ............................................................................... Gravure ................................................................................... Flexographic........................................................................... Trade Binding......................................................................... Graphic Finishing .................................................................. Loose-Leaf Manufacturing..................................................... Mailing Service....................................................................... Fulfillment Services................................................................ Database Management Services ............................................ Other Non-Print Ancillary Services........................................ Other___________________ ...................................... Total must equal 100% % % % % % % % % % % % % % 100% % % % % % % % % % % % % % % % % % % % 100% Questions about Demographics or any other section? Please call Margolis Partners at 610-667-4310. 2017 DYNAMIC RATIOS SURVEY | COMPANY DEMOGRAPHICS Questions? Contact: Stu Margolis, Margolis Partners, CPAS p: 610-667-4310 or e: [email protected]

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Page 1: 2017 DYNAMIC RATIOS SURVEY | COMPANY ......2017 DYNAMIC RATIOS SURVEY | ORDER FORM 2017 DYNAMIC RATIOS SURVEY Printing Industries of America 2016–2017 Lessons from Industry Profit

Sales Breakdown by Market SegmentPlease provide a breakdown of your sales by market segments to which you sell your products and services below.

Commercial and Advertising Printing ..................................Book Printing .........................................................................Converters & Label Manufacturers ........................................Direct Mail Printing ...............................................................Financial & Legal Printing ....................................................Forms and Document Printing .............................................Greeting Card Printing ..........................................................Magazine & Periodical Printing ............................................Newspaper Printing ................................................................Package Printing/Package Manufacturer .............................Quick Printing........................................................................Signs & Signage .....................................................................Other___________________ ......................................

Total must equal 100%

Sales Breakdown by Production Processes and ServicesPlease provide your approximate breakdown of sales revenue by production process and service below.

Sheetfed Offset Printing .........................................................Heatset Web Offset Printing ...................................................Coldset Web Offset Printing ...................................................Digital Printing (Toner-Based) ..............................................Digital Printing (Inkjet High-Speed Production) ................Inkjet Wide & Super-Wide-Format for Production ...............Prepress/Premedia Services ...................................................Thermographer ......................................................................Letterpress ...............................................................................Gravure ...................................................................................Flexographic ...........................................................................Trade Binding .........................................................................Graphic Finishing ..................................................................Loose-Leaf Manufacturing .....................................................Mailing Service .......................................................................Fulfillment Services................................................................Database Management Services ............................................Other Non-Print Ancillary Services ........................................Other___________________ ......................................

Total must equal 100%

%%%%%%%%%%%%%

100%

%%%%%%%%%%%%%%%%%%%

100%

Questions about Demographics or any other section? Please call Margolis Partners at 610-667-4310.

2017 DYNAMIC RATIOS SURVEY | COMPANY DEMOGRAPHICS

Questions? Contact: Stu Margolis, Margolis Partners, CPAS p: 610-667-4310 or e: [email protected]

Page 2: 2017 DYNAMIC RATIOS SURVEY | COMPANY ......2017 DYNAMIC RATIOS SURVEY | ORDER FORM 2017 DYNAMIC RATIOS SURVEY Printing Industries of America 2016–2017 Lessons from Industry Profit

Classifying Employees See pages 1 and 2 of the Dynamic Ratios User Guide for definitions of the types of employee that should be included in each category and instructions on how to allocate each employee’s time to the proper category (Production, Administrative, and Sales).

Production Employees1 Executives.......................................................................2 Direct Production...........................................................3 General Production .......................................................4 Packing, Shipping, and Delivery ...................................5 Total Production Employees ...............................

Administrative Employees6 Executives.......................................................................7 Office ..............................................................................8 Total Production Employees ...............................

Sales Employees9 Executives.......................................................................10 Sales Representatives on Commission ..........................11 Sales Office Clerical Employees .....................................12 Total Production Employees ...............................

13 Total Employee Count ...........................................

12345

678

9101112

13

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Number of Employees In Each Category (Full-Time Equivalent)

2017 DYNAMIC RATIOS SURVEY | COMPANY DEMOGRAPHICS

Questions? Contact: Stu Margolis, Margolis Partners, CPAS p: 610-667-4310 or e: [email protected]

Page 3: 2017 DYNAMIC RATIOS SURVEY | COMPANY ......2017 DYNAMIC RATIOS SURVEY | ORDER FORM 2017 DYNAMIC RATIOS SURVEY Printing Industries of America 2016–2017 Lessons from Industry Profit

DYNAMIC RATIOS STUDIESEach year a variety of ratios are provided, based on sales, geographic area, and type of print or product produced.

Management Guide to the Dynamic Ratios (Vol. 1)This guide is for new participants and current users that want to make sure they are getting the most from their Dynamic Ratios participation. It includes descriptions of the various ratios and how to use them for management decision making.

All Printers by Sales Volume and Geographic Area (Vol. 2) The ratios and statistics from responding U.S. and Canadian firms in six standardized sales ranges and 12 North American regions. Compares operations based on value added and sales. Balance sheet ratios, signifi-cant facts, and return on investment for all sales ranges and geographic areas are examined.

All Printers by Product Specialty (Vol. 3)Reports of printers’ financial status by product (magazine and periodi-cal, newspaper, inserts, direct mail, etc.), sales volume, and value added. Balance sheet ratios, significant facts, and return on investment for product specialties are examined.

Sheetfed Printers by Sales Volume & Geographic Area (Vol. 4)Gives standards by sales volume and from 12 North American regions; compares firm operations by value added and sales. Balance sheet ratios, significant facts, and return on investment for all standardized sales ranges and geographic regions are presented.

Web Offset Printers (Vol. 5)Presents financial data for web printers by sales size, product specialty, and heatset vs. non-heatset.

Printers with Sales over $22,000,000 (Vol. 6)Addresses unique needs of printing firms with sales over $22,000,000; presents standards of value added, sales, and product specialty. Balance sheet ratios, significant facts, and return on investment are examined.

Printers with Sales under $4,000,000 (Vol. 7)Addresses unique needs of printing firms with sales under $4,000,000. Standards based on value added and sales. Balance sheet ratios, sig-nificant facts, and return on investment are presented for different sales ranges.

Digital Printers (Vol. 8)This study includes a new group of printers whose manufacturing pro-cesses use digital methods to print. Presents ratios by sales size, type of digital press, and percentage of digital sales.

Commercial and Advertising Printers (Vol. 9)Presents ratios by sales size for firms whose product specialty is commer-cial and advertising printing. Presents ratios by size of firm and from 12 North American regions (geographic area). Operating ratios are based on sales and value added. Balance sheet ratios, significant facts, and return on investment are presented.

Binders (Vol. 10)Organizes operating and sales information by firm size and product specialty (pamphlet, looseleaf, etc.).

2017 DYNAMIC RATIOS SURVEY | RATIOS STUDIES2017 DYNAMIC RATIOS SURVEY | COMPANY DEMOGRAPHICS

Questions? Contact: Stu Margolis, Margolis Partners, CPAS p: 610-667-4310 or e: [email protected] 3

Page 4: 2017 DYNAMIC RATIOS SURVEY | COMPANY ......2017 DYNAMIC RATIOS SURVEY | ORDER FORM 2017 DYNAMIC RATIOS SURVEY Printing Industries of America 2016–2017 Lessons from Industry Profit

CONFIDENTIAL REFERENCE STUBCompany ______________________________________________________________ Phone (______) ______________

Your Name ________________________________________ Title _________________ ___________________________

Street ____________________________________________ Floor/Suite _____________ Email ______________________

City _____________________________________________ State/Province ___________ ZIP ________________________

ORDER FORMMembers of Printing Industries of America receive a FREE publication of the survey results for participating. For information on becoming a member so you can receive a free Dynamic Ratios Volume and additional volumes at a substantial discount go to: https://www.printing.org/about/become-a-member.

NO. OF MEMBER NON-MEMBER COPIES PRICE PRICE TOTAL

Select Free Volume #____________ o PDF FREE $525 $______

o Print @ $20 @ $525 $______

Customized Financial Analysis (CFA) o PDF @ $430 @ $1,225 $______

o Print

CFA Additional Copies ______ @ $30 @ $30 $______

Additional Volumes in PDF form. Volume Quantity $80 Member Price $525 Non-Member Price

VOL. 1 Management Guide to the Dynamic Ratios .................................................... ______ q PDF q Print q PDF q Print $______

VOL. 2 All Printers by Sales Volume and Geographic Area ........................................... ______ q PDF q Print q PDF q Print $______

VOL. 3 All Printers by Product Specialty ............................................................ ______ q PDF q Print q PDF q Print $______

VOL. 4 Sheetfed Printers by Sales Volume & Geographic Area ........................................ ______ q PDF q Print q PDF q Print $______

VOL. 5 Web Offset Printers and Combination Offset Web/Sheetfed Printers .... ______ q PDF q Print q PDF q Print $______

VOL. 6 Printers with Sales Over $22,000,000 ..................................................... ______ q PDF q Print q PDF q Print $______

VOL. 7 Printers with Sales Under $4,000,000 .................................................... ______ q PDF q Print q PDF q Print $______

VOL. 8 Digital Printers ........................................................................................ ______ q PDF q Print q PDF q Print $______

VOL. 9 Commercial and Advertising Printers .................................................... ______ q PDF q Print q PDF q Print $______

VOL. 10 Binders ..................................................................................................... ______ q PDF q Print q PDF q Print $______

PA residents must add applicable sales tax (6%) .......................................................... _______

TOTAL U.S.$ ______

One Copy Only

One Copy Only

Enclosed is our check made payable to Margolis Partners, LLC for $_____________________

Please charge my q Visa q MasterCard q American Express

Name on Card (print) Card Number

Zip Code of Credit Card Billing Address Security Code

Expiration Date Authorized Signature

2017 DYNAMIC RATIOS SURVEY | ORDER FORM

Questions? Contact: Stu Margolis, Margolis Partners, CPAS p: 610-667-4310 or e: [email protected]

Page 5: 2017 DYNAMIC RATIOS SURVEY | COMPANY ......2017 DYNAMIC RATIOS SURVEY | ORDER FORM 2017 DYNAMIC RATIOS SURVEY Printing Industries of America 2016–2017 Lessons from Industry Profit

2017 DYNAMIC RATIOS SURVEY2017 DYNAMIC RATIOS SURVEY | ORDER FORM

Printing Industries of America

2016–2017Lessons from Industry Profit Leaders

Vol. 5Web Offset Printers and Combination Offset Web/Sheetfed Printers

Questions? Call Margolis Partners, LLC at 610-667-4310.

Please send your completed survey and order form to Stu Margolis at Margolis Partners, LLC.

8 Tower Bridge161 Washington Street, Suite 225

Conshohocken, PA 19428or

Fax: 610-667-2099or

Email Scan to: [email protected]

Questions? Contact: Stu Margolis, Margolis Partners, CPAS p: 610-667-4310 or e: [email protected] 5