Wk 6 Summative Assessment: Capital Structures Financial Plan
You as the business manager need to be able to determine larger sources of funding by creating a financial plan to help reduce duplication of resources, identify requirements and risks, and determine various financing options. Completing this planning is an important step for all businesses to take if they want to succeed. Larger companies may delegate this process to financial managers, financial analysts, or operations managers.
You decide to create a financial plan for your company to help distinguish between sources, requirements, and risks associated with various types of long- and short-term financing capital structure that your company can potentially use in the future.
Draft a 3- to 4-page financial plan for your company. This plan should include sections for a business case and profit-and-loss statements. Include the following items:
- A business case that includes a description, type of business, and sources of funding. Note: Use your Wk 5 Assessment Prep: Business Case Research assignment and feedback. This is the write-up from the Wk 5 assignment.
- A profit-and-loss statement for a 3-year period along with a discussion as to your assumptions and growth expectations. Project revenue. Use the template provided. ONLY enter the % increases within the YELLOW boxes as the rest of the figures will automatically calculate for you.
- A conclusion that includes an explanation of what working through a financial plan can do for a larger company.
Cite references to support your assessment according to APA guidelines. References are required so that any potential plagiarism issues are mitigated. The reference for Yahoo! Finance is included on the Excel spreadsheet.