Management 790 - Individual Case Assignment

---

For your individual case assignment you are to:

1. Obtain financial information for the most recent three years of operations on the company you have been assigned as your capstone case.
2. Prepare an in-depth financial analysis of the company for the most recent three years.
3. The financial analysis should cover all the categories that we discuss in our financial statement discussion sessions.
4. Write a formal report on your analysis.  The report should be in good business reporting format (i.e., Title Page; Introduction; Discussion; Summary; and Statistical Sections) Special Note--- Do not begin the report with a statistical section.  Insert statistical sections in the body of the report or as an appendix. The report should be double-spaced typewritten and contain no fewer than four pages and no more than 12 pages in the body (not counting title page and references) of the report.
5. Include in your report your own comments regarding your company’s financial status and related financial management performance. Your written report should follow guidelines from a business writing reference book such as Effective Writing for Finance People handbook.
6. Keep in mind that this is sort of a warm up for your capstone case, so if you run across some pertinent information that will help you in your team’s capstone case presentation, make note of it or take down the reference. This will help you during the hectic pace we always encounter during the final three or four weeks of the course.
   
   

Outline for Financial Analysis Case:

Title Page: Name of Company
Financial Analysis Case
Course Name and Number
Submitted by
Submitted to
Date

Narrative: Introduction, discussion, and Summary or Conclusions Section
Use subheadings frequently
Graphics in narrative section not required but encouraged
Do not include financial statements and calculations in narrative; rather, these
go in the appendices

References: Follow any accepted format but follow it consistently
Cite reference from body of report [(i.e., (Brown, 2001)]

Appendices: Include financial statements, raw data, and calculations here