Complete the projected financial statement analysis

Assignment Help Corporate Finance

Reference no: EM131463341

Assignment

A projected financial statement analysis seeks to forecast the impact of various implementation decisions. The pro forma financial statement can be part of the risk analysis of strategic plan. The goal of this assignment is to ensure your strategic plan is viable financially. In other words, does it create value for the firm?

Consider the cost structure and revenue streams for your strategic initiative plan. Research and data collected so far and will likely change once your product or service is commercialized. Each statement should address financial components of features, expenses, and sales of your product or service. It is typical for net income to be negative at this point. Do not assume that you have sales at this point unless you have sold your product or service.

Research the following if your plan is entrepreneurial:

1. Balance sheet
2. Income statement
3. Statement of cash flow
4. Fixed and variable expenses
5. Startup expenses
6. Breakeven analysis

Research the following if your plan is a market expansion plan for an existing organization, or a mergers and acquisitions plan:

1. Balance sheet
2. Income statement
3. Statement of cash flow
4. Fixed and variable expenses
5. A projected budget
6. Breakeven analysis

Complete the "Projected Financial Statement Analysis (Pro Forma 3-Year Financial Plan)"including the "Questions" tab, "12 Month P& L" tab, "Year 1" tab, "Year 2 P&L" tab, and "Year 3 P&L" tab. The first year is monthly and the second and third year are presented quarterly. Please note the questions in the "Questions" tab may be answered at different points in completing the Profit and Loss information.

Background information:

The basis of this is expanding a Bank from one market into another market. The bank is established on the East Coast and they are opening a new location on the West Coast. We would be looking at credit card sales, money going out in loans, automotive loans, etc.

Attachment:- Projected_Financial_Statement_Analysis.xlsx

Reference no: EM131463341

Questions Cloud

Estimate the market model over the entire sample period : Estimate the market model over the entire sample period. Which stock has the largest beta estimate? Insert PERMNO of the stock with largest Beta coefficient.

What fraction of the time is the company producing : Diskup produces a variety of personal computer products. High-density 3.5-inch disks are produced at a rate of 1,800 per day and are shipped out at a rate.

Determine the value of the pipeline inventory : Berry Computer is considering moving some of its operations overseas in order to reduce labor costs. In the United States, its main circuit board costs Berry.

Find the cost of order processing for each case : A large producer of household products purchases a glyceride used in one of its deodorant soaps from outside of the company. It uses the glyceride at a fairly.

Complete the projected financial statement analysis : Complete the Projected Financial Statement Analysis. The first year is monthly and the second and third year are presented quarterly.

Research on the economic performance of country : Conduct research on the economic performance of one country over the last ten years, from 2005 to 2014, applying the macroeconomic indicators of real GDP

What was the additional average annual cost of holding : The president of Value Filters became very enthusiastic about using EOQs to plan the sizes of her production runs, and instituted lot sizing based on EOQ values

Explain the role of leadership in corporate culture : How would you explain the role of leadership in corporate culture, and how would you describe leadership styles and how they affect ethical decision-making?

Develop a graph of the average cost per unit : Consider the carload discount schedule pictured in Figure 4-13 (page 225). Suppose M = 500 units, C = $10 per unit, and a full carload of 500 units costs $3,000

User Account

All Pages