follow the instruction to complete the assignment.

[Here you will provide a summary statement of the purpose of your financial analysis. In general, the financial analysis is for you to establish financial feasibility and viability of your strategic recommendations. You may want to highlight those strategic recommendations that you will conduct financial analysis upon here.]

[Describe the current financial status of the client business. Compared to what you did in Strategic Analysis report, the analysis here should be more detailed, as you should have gained a more complete understanding about your client’s business operation and the ensuing financial situation]

Summary Statement

[Discuss the key assumptions that you will use in your financial analysis. This is often necessary for our clients as they tend to be small and young. Lack of historical financial data can be a big challenge for our financial analysis. You will need to make assumptions on key variables (e.g., growth rate, market share, marketing budget) for the purpose of carrying our your financial projection. Your assumptions will be based upon the thorough industry analysis you have conducted, the available data form comparable competitors, and your own best estimate. Everyone in our team will contribute to the making of these assumptions, as the functional area represented by every one of you affects these assumptions. Your assumptions are undoubtedly guesstimating. However, as long as you provide your rationales behind these assumptions or the ways you work out these assumptions, that would still work.]

Each team completes the list of start-up costs (if applicable), Balance Sheet (if useful), Cash Flow, and pro-forma Income Statement for the next 5 years, as well as the Breakeven analysis, using the Client’s data

[The key message of these financial statements should be about the financial feasibility and financial viability of your strategic recommendations. Put differently, your financial analysis would be able to answer the following questions: if the client is going to implement your recommendations, what needs to happen, financially? And what would happen after the implementation, financially?]

Here you will discuss the limitation of your financial analysis and the risks as well as uncertainties in your financial projection. More importantly, what additional information/data/research needs to be obtained to improve your financial analysis, so as to be included in your final report.

[This template provides a general structure and a list of items in your financial analysis report. Some items may not be applicable to your client project, or some items need to be further developed. You will decide as you see fit for your client project.

For our financial analysis presentation, you can follow the same flow of your written report. Do not present whole spreadsheets; instead, summarize the key data series in charts and graphs. The main takeaway of your financial presentation should be about: why should the client implement your strategic recommendations.]