The Process:
Since this is your first
consulting job for this client, you want to do it right. After all, this could
lead to additional analysis opportunities for you down the
road. After benchmarking with other financial consultants, and
viewing some of their work, you feel you need to provide the following
information to your client:
1.
Brief history and description
of the company – background, primary product/service offerings, customers, business
sector(s), etc.
2.
Financial analysis of XYZ
Company – based on data provided from the last four financial reports (Annual
Reports and 10Ks). (note: you must choose a publicly-traded
corporation in order to be able to access this data)
3.
Report on the strengths and
weaknesses of any financial trends of XYZ Corporation
4.
XYZ Company’s competitors –
who are they, size, background, etc.
5.
XYZ Company’s industry – what
are trends in this industry?
6.
Based on your research, where
do you think XYZ Company is going to be in three to five years? To
help answer this question you need to know the company as well as the
industry. Make sure you provide and support the assumptions used to
project the company’s future.
7.
Recommendations – what are you
advising your client to do?
8.
Bibliography – You know your
client is going to want to verify the information provided in your report,
therefore you will provide references in a bibliography.
The paper needs to be between
eight and ten pages in length; it must be typed and double-spaced. Please
include a bibliography of the reference used in the paper. The bibliography
should follow the APA reference style. The APA style refers to references in
the text by author and year; i.e (Jones, 1995) or (Smith, 1996; Rizzo,1994). If
you need more details, please refer to the style manual provided by the
National University.
