Reference no: EM132273609

CASE SCENARIO: The CEO has asked you (the Controller) to evaluate a specific company. This project goes beyond the basic financial statement analysis. You can obtain the most recent 10-K reports from www.sec.gov.

• A short & concise written report.

• Bullet points are acceptable. [Essays, footnotes & references are important in academic settings; however, short & concise notes are prevalent in corporate settings.]

• First part. Briefly provide company background (one paragraph).

• Second part. Your recommendation. (Hint: How did you arrive at your recommendation?) Start with a new page, and show one of these two headings:

- Recommendation - Credit Worthiness OR

- Recommendation - Investment Opportunity

• Third part. "Appendix" is where you present financial information or other meaningful data to support your recommendation.

Some factors to consider:

• What do you know about the company?

• What are the basic financial ratios (liquidity, profitability, solvency)?

• How do the financial ratios compare with other companies in the same industry?

• What are the key highlights of the company's financial performance?

• What are the challenges (strengths and weaknesses) facing this industry/company?

• Does the company have a history of solid, steady growth, or the potential to grow?

• Has the company weathered the last recession well?

• How big is the market/demand for the products/services?

• Who are the major competitors and how successful are they?

• Who are the major customers?

• Do the directors and other company officers have a solid track record of success?

• What is their management style?

• How much of the company do the directors and officers own?

• Do you share the same vision and values of the CEO of the company?

• Can the CEO and leadership team execute their vision?