Purpose Perform a comprehensive analysis of a company and provide your five-year strategic recommendations. The company you analyze must be a publicly held company. Your project will be enhanced if...

Purpose

Perform a comprehensive analysis of a company and provide your five-year strategic recommendations. The company you analyze must be a publicly held company. Your project will be enhanced if you can interview folks at the company. To do this will require selecting a company that is geographically close to where you live. This project is designed to teach you to apply the knowledge you have gained from your prior finance classes. This project has 3 milestone checkpoints to review progress. The milestone checkpoints are designed to ensure appropriate progress is being made toward the final product and share information and learnings between teams. The final submission must include the following:

• Copy of the income statement, balance sheet and statement of cash flow for the company you are analyzing


• 8-10 slide PowerPoint summary of your analysis, findings and recommendations


• 1-page executive summary


• Support for each calculation in your analysis

Instructions

Requirements

• Description of company


• Vertical and horizontal analysis for 2 years with your assessment


• Ration analysis - liquidity, performance, activity, financing with your assessment


• Trend analysis with your assessment


• Assessment of capital structure


• Identify and quantify risks/opportunities


• Assess borrowing needs (timing and amount) and options available to the company


• Industry analysis


• Identify and assess international financial implications


• Financial projections for 2 years which includes detailed assumptions and support


• Interviews with company representatives


• Ethical considerations


• 5-year strategic recommendations with financial justification

Do not feel constrained by this list. You are free to add items that you feel add value to your analysis and recommendations.