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New Financial Report Packs 🚀

A introduction to the new financial report packs for MLW clients

Written by Miles Kellum

Updated at June 13th, 2025

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New Reports Are Here

MLW is excited to announce the launch of our new financial reports here at MLW. Technically, these are a cousin to the financial statements we've issued in the past. Financial reports however are like the cool, fun cousin with more colors and graphs 📊🤓

Traditional Financial Statements Are Still Available

Don't worry, we've still got the more grown-up, black-and-white traditional financial statements that we'll post annually (and for interim periods, upon request). You'll likely still want to use these for your banker, a practice valuation, or anything else with a black-tie formal dress code. 

Monthly Reporting

For your monthly reporting, we hope you'll enjoy this more user-friendly financial report experience. In particular, we're excited about the new Executive Summary section as well as the Metrics section at the end (i.e., the one with all the colorful graphs 📈). 

For Further Information

These new reports will be available starting June 2025 and forward. For more details, ask your MLW planning team all about it at your next monitoring call or consult. 


 

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